The last few years have seen a number of forces re-shaping the global investment management industry. This course provides a comprehensive, non-mathematical introduction to the key elements of investment management. Equity volatility, new fixed income products, the growth of hedge funds, commodities and real estate – to name but a few – have contributed to dramatic changes in investor preferences, investment styles and asset allocation. Traditional analytical frameworks and performance measures must now be used together with a new group of tools and metrics to interpret data, trends and performance in this new environment and for newer asset classes. Join us for this intensive program which will give you the in-depth information you need to develop your investing skills.


  • 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


This training programme would suit those starting out in the investment management industry and those dealing with the financial services industry.Portfolio Managers

  • Pension Fund Managers
  • Family Office Managers
  • Risk Managers
  • Regulators
  • Individual Investors
  • Compliance Staff
  • Back Office Managers
  • Private Bankers
  • Wealth Managers
  • Investment Analysts

Our Upcoming Trainings

SME Banking Masterclass
SME Banking Masterclass
Asset & Liability Management
Asset & Liability Management
Digital Banking Leadership
Digital Banking Leadership
Product Management and Development for Retail Banks
Product Management and Development for Retail Banks

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