Advanced Investment Management: Property, Stock, Financial & Funds

The key objective of this training course is to empower professionals with—
• an in-depth understanding of all critical aspects of investment management, including property, stock, pension funds, etc.
• the required knowledge to adopt a dynamic approach to work, capable of successfully undertaking multiple roles within one’s organisation, aiding career progression
• the required multitasking skills to work on multiple areas at one time and successfully deliver what is expected from these
• the necessary confidence and knowledge to train other professionals on important aspects of investment management
• the ability to review available information and draw important conclusions, effectively identifying risks and devising strategies to mitigate these
• credibility for one’s ability to contribute to organisational growth and development, while effectively managing risks for the organisation
• the ability and knowledge to stay updated with market trends and changing industry demands so as to sustain competition
• the awareness and experience to ensure that organisational processes and policies are in line with required standards and benchmarks, protecting the organisation and clients against unnecessary allegations and claims
• the ability to work with advanced technology for expediting analyses to reach accurate decisions
• the overall skill set and capabilities to work in any role across any organisation in the industry, thus extending one’s progress to beyond one’s current organisation
Course Content
Factors Influencing Investments by Firms
• Interest rates
• Economic growth
• Confidence
• Inflation
• Productivity of capital
• Availability of finance
• Wage costs
• Depreciation
Types of Financial Investments
• Shares
• Bonds
• Treasury bills
• Options
• Annuities
• Certificate of deposit
• Credit default swaps
• Collateralised debt obligations
Types of Financial Markets or Exchanges
• Stock market
• Bond market
• Forex market
• Derivatives market
• Money market
• Commodity market
• Spot market
• Real estate market
Types of Investment Strategies
• Passive and active strategies
• Growth investing
• Value investing
• Income investing
• Dividend growth investing
• Contrarian investing
• Indexing
Methods of Property Investment Management
• Real estate investments for rent
• Investment management by real estate investment groups
• Real estate trading
• Investment management through real estate investment trusts
Types of Companies and Stocks and Their Selection Process
• Growth companies
• Defensive companies
• Cyclical companies
• Speculative companies
Overview of Global Bond Markets
• Description
• Types
• Participants
• Distinction
Factors Influencing Pension Plan Investments
• Knowledge of plans and schemes
• Investment tradition
• Self-incentives (defined benefit versus defined contribution)
• Legal and regulatory factors
• Global financial regulation
• Risk mitigation tools
• Income growth
• Unemployment rate
Steps in Investment Performance Measurement
• Benchmark selection
• Calculation of the portfolio’s excess return
• Performance attribution
• Risk analysis

METHODOLOGY
The training methodology integrates lectures, interactive discussions, collaborative group exercises, and illustrative examples. Participants will acquire a blend of theoretical insights and hands-on practical experience, emphasizing the application of learned techniques. This approach ensures that attendees return to their professional environments equipped with both the competence and self-assurance to effectively implement the acquired skills in their responsibilities.

DATE:
1ST BATCH: 28th – 31st Jan,2025
2ND BATCH: 3rd – 6th June,2025
3RD BATCH: 14th – 17th Oct,2025