Increase funds and exploit your data to its full potential

• Understand portfolio construction and asset allocation
• Use the styles of fund management and investment analysis
• Utilise equity investment styles including ‘impact’ investing and green portfolios
• Analyse portfolio structures - Pension funds to HNWIs
• Understand the investment products and their associated risks
• Employ risk controls and benchmarking
• Use investment performance measurement and attribution analysis
• Gain a clear understanding of the swing from ‘Active’ fund management to ‘Passive’ fund management

• 相关性对投资组合的影响
• Performance comparisons of the major asset classes
• A look at the expanded Board & Management responsibilities as they keep abreast of the environmental, social and governance issues
• 我的概述nvestment fund and its philosophy
• Comparing Bond Performance and risk
• Prioritising economic indicators for the current market
• Summarising the prospects of a quoted company from the financials
• Yield curve shifts on a bond portfolio
• Risk adjusted performance analytics

Dates: Please contact Customer Services for the next available date

Venue: Virtual classroom

Course Leader: Steve McGann, Technical Analysis Specialist

Online course fee: £2399 + VAT if applicable
London course fee: £2999.00 + VAT @ 20% = 3598.80

TRACK RECORD – TRACK RECORD – we have been delivering expert training to the banking, finance and energy sectors since 1991

INNOVATION – our courses are continually reviewed so you can be sure they are focusing on the most current issues

KNOWLEDGE – all of our trainers are highly experienced practitioners and leading subject matter experts so you can be confident you are learning from the very best

SMALL CLASS SIZES – to aid learning and increase your personal interaction with the trainer

VALUE – we provide a practical training experience with skills that can be used immediately to gain a tangible return on your investment

ACCREDITATION – we are accredited by the British Accreditation Council (BAC)