Over 4 days, you'll explore every aspect of investment management. Whether you invest in domestic or international markets for institutions, pension-holders or private clients or you are an aspiring investment professional in various security assets, this program will give you the skills to increase your returns, reduce risk and retain investors. You also have the unique opportunity to network with your industry peers worldwide.
Through the use of structured study, group exercises and investment simulations, this intensive course will equip you with the tools you need to immediately apply what you have learned to real-world investment activities. It's a very practical course with workshops and case studies and you are encouraged to try out all that you learned.
How will this course assist you?
On completion of this 3-day course, you will be able to:
• Devise asset allocation strategies for a post-credit crunch environment
• Alpha analysis and information ratios in theory and practice
• Learn and apply the principles of Post-modern portfolio theory
• Construct superior equity portfolios using behavioral finance theory
• Reassess hedge fund investing in light of recent events
• Learn how to implement portable alpha strategies via practical applications
• Assess the opportunities offered by emerging alternative assets
• Develop frameworks to accommodate real and tangible assets in portfolios
Who should attend?
This course is open to all individuals and career enthusiasts with interest in acquiring knowledge and skills in capital investment, securities, stocks, shares, bonds, commodities, treasury bills and many more.
• Investment analysts
• Fund managers
• Pension fund managers
• Pension fund trustees
• Portfolio managers
• Asset managers
• Finance and accounting employees
• Business analyst
• Entrepreneur
• Investment managers
• Private bankers
• General fund managers
• Sales staff
• Operation and compliance staff
• Insurance personnel
• Stockbrokers
• Bankers
• Marketers
Course Outline at a glance
Module ONE
• Introducing the investment markets and investment fundamentals
• Sources of investment return drivers
• Understanding investment statistics
• Investment performance measurement
• Economic Impact on the Financial markets
• Drivers of global bond returns
• Equity valuation and stock selection
• Equity style bets in the markets
• Equity market analysis
• Equity portfolio construction methods
Module Two
• Derivatives and investment management
• Traditional and new paradigms in asset allocation
• The process of tactical asset allocation
• Understanding investment risk
• Risk management concerns on global liability-driven investors
• The risk budgeting process
Module Three
• Where the industry is heading
• Hedge fund strategies overview
• The other alternative assets – the commodity markets
• Real estate and real assets
• Private equity
• Obtaining alternative investment exposure
• The major trends in the investment management industry
Delivery Method
This is a live online class conducted using our Zoom, Goto-meeting, TeamViewer and Webex Technologies. You will interact with your Instructor and other participants in a real-time live online environment. We would send you the email link to join after your registration and payments. Classes are scheduled for 4hrs per day.
Statement From Our Board
Our Institute is approved by the government and certifications administered by the board of IEMA and identifies those individuals and organizations who have been authorized to use the CPCA designation mark, and have met the rigorous professional standards, competency test and have agreed to the principles of integrity, objectivity, competence, accountability, fairness, confidentiality, professionalism and diligence in dealing with clients.
Note -
At the end of the training Interested participants are advised to take the Professional exams and will be conferred with the certified professional in CPCA upon obtaining the passing score. A designation awarded only by our institute and acceptable worldwide as qualification representing expertise in Contract Bidding, Tender and Proposal Administration. The 2hrs exam cost N25,000 and only for interested participants.
