Course Objectives

This course provides a comprehensive, non-mathematical introduction to the key elements of investment management.

Specifically, participants will be able to:

• Understand what institutional investors are and how they operate
• Identify the characteristics of the principal asset classes
• Identify and distinguish between the principal investment products
• Understand the importance of establishing investor preferences
• Understand the basic principles of portfolio construction
• Distinguish between active and passive portfolio strategies and styles
• Differentiate between equity and fixed income management styles
• Understand the interaction between institutional investors and brokers/investment banks

Target Audience

Entry-level delegates that wish to develop a broad understanding of the investment management industry and the role that it plays in today’s markets. This course will be of particular benefit to those starting within the investment management industry and those that deal with the financial services industry.

Daily Schedule

In each course day the price includes:

Morning Coffee 08:30 to 09:00
Training 09:00 to 10:30
Morning Coffee-Break 10:30 to 10:45
Training 10:45 to 12:30
Executive Lunch 12:30 to 13:30
Training 13:30 to 15:30
Afternoon Coffee-Break 15:30 to 15:45
Training 15:45 to 17:30

Complementary Water and Soft drinks during the whole day.

Attachments

Course Objectives

Participants will be equipped to:

• Identify the key elements of credit risk: probability of default, loss given default and exposure at default
• Evaluate the inter-action of credit risk within a portfolio exposures (especially default correlation), and how these can be measured and quantified
• Review how the main drivers of credit risk are modelled and sensitised
• Understand how credit portfolio modelling is used within firm-wide risk management and regulatory and economic capital process

Target Audience

Bankers, regulators and analysts who wish to gain insight into the credit portfolio management process, without being modellers themselves. The course is targeted at an intermediate level. Related workshops include: Credit Risk: Introduction to Key Concepts, which provides an introduction to the topic, and Risk Management in Banks & the Capital Implications which provides a broader overview of all risk management areas.

Daily Schedule

In each course day the price includes:

Morning Coffee 08:30 to 09:00
Training 09:00 to 10:30
Morning Coffee-Break 10:30 to 10:45
Training 10:45 to 12:30
Executive Lunch 12:30 to 13:30
Training 13:30 to 15:30
Afternoon Coffee-Break 15:30 to 15:45
Training 15:45 to 17:30

Complementary Water and Soft drinks during the whole day.

Attachments