Introduction:

• Exploring the asset management industry
• Understanding the size of the industry and historical issues

Fundamentals of Investments:

• The Time Value of Money
• Investors the requirements and objectives
• investment assets, the returns, the characteristics and the projected returns

Fund Types: 

• The fund types and characteristics
• Conventional funds
• Pension funds
• Tracker / Index Funds
• Hedge Funds
• Money Market Funds
• Mandates

Asset classes and investment products: 

• Equity instruments
• Debt and bond instruments
• Securitisation
• Commodities
• Real Estate
• Derivatives
• Currencies

Fund and Modern Portfolio theory:

• Perfect Markets
• Efficient Market Hypothesis
• Modern Portfolio Theory
• Diversification and Risk
• Evolution, insights and applications
• Understanding mean-variance analysis

Economic activity and investment markets:

• Key and global risks drivers
• The business and investment cycles
• A cyclical approach to investment
• Sentiment, bubbles and crashes

Planning & Managing Portfolio returns:

• Investment objectives
• Constraints of the fund manager
• Strategic and tactical asset allocation
• Benchmarks and alpha generation

Securities Selection Process:

• Qualitative analysis and selection
• Quantitative analysis and selection
• Financial analysis
• Key ratios and valuations
• Interpretation of valuation ratio's

Risks and Techniques:

• Risk Types
• Risk Management
• Tracking errors and Benchmarks

Fund management styles:

• Asset class and geographic diversification
• Active strategies
• Passive strategies
• Top down investment styles
• Bottom up Investment style
• Growth and value investing
• Sector rotation style
• Momentum style
• Small versus large caps
• Which style fits and comparisons?

Regulation and Rating: 

• Fund regulatory environment
• Fund Rating

Performance and Performance Measurement:

• Measuring investment returns
• Optimisation strategy
• Benchmarks and usage
• Attribution analyse
• Valuations
• Client reporting
• GIPS

The Cost of Funds:

• Fund management internal costs
• Client costs

Fund Documentation:

• Understanding fund documentation
• Prospectus short
• Full prospectus
• Annual report and balance sheet
• Structural differences across countries

Industry Trends:

• Future trends in the Asset Management Industry

A course with 10 participants is very good to favour the interactivity. Thanks for the perfect course content and lecture.

Very good course, teacher, and approach. Material available on-line prior the course + request to the participants about their expectations from the course.

A pleasant and knowledgeable instructor with a lot of interaction among participants.

An excellent course for people like myself.

Congratulations! Very well done. Nothing more to add.

I really appreciated the empathy and skills of the lecturer Bruno Bosch. Also, the size of the group (7 persons) was perfect to have the necessary interactivity throughout the course.

I strongly recommended this training to my colleagues as I found it very useful.

I think this was one of the best course I've ever attended. The trainer, Mrs Maureen, was extremely pedagogic and the structure of the course was very well planned with just the right mixture of theory versus practical examples and exercises.

It was a very enjoyable course. The group was small which made it easier to be 100% involved.  The exercises and case study were absolutely great and necessary to put the theory in practice. A very knowledgeable teacher.

It was nice to have a lecturer with profound knowledge on the topic so that the level of discussion could go further than the simple basics of valuation.

Lecturer had good understanding of the subject and good understanding of practical application.

Perfect for me. Exactly what I was looking for.

Thank you for the training, which was very clear and met my needs.

The course absolutely answered my expectations and needs.

The lecturer is a knowledgeable person with real market experience which is a plus.

The lecturer is excellent. She explained clear and control good interaction with students.

The training format and takeaways corresponds to what I expected. Thanks for the good preparation

Theoretical explanations good and with good interaction with audience.

There were lots of real life examples and relation to peoples own industries.

This was an excellent course and Kris made it very interesting and useful. He is highly knowledgeable, skilled and open to suggestions.

Thumbs up Maureen!

Very good and interesting training. One of the best I ever had.