Basic Investment Management

Overview:

Introduction:

This training program introduces participants to the fundamentals of investment management, focusing on key principles, strategies, and tools used by professionals to maximize returns while managing risks.

Program Objectives:

By the end of the training, participants will be able to:

• Understand the basic concepts and principles of investment management.

• Create and manage an investment portfolio.

• Analyze the risk and return associated with different investment options.

• Gain knowledge about different asset classes and financial instruments.

• Apply basic investment strategies to achieve financial goals.

Target Audience:

• Beginners who are new to investment and financial markets.

• Employees looking to build a personal or professional investment portfolio.

• Financial analysts or accountants moving into investment roles.

• Business owners interested in investment strategies.

Program Outlines:

Unit 1:

Introduction to Investment Management:

•  Definition and Importance of Investment Management.

•  The Financial Markets: Overview and Types.

•  Key Investment Objectives: Risk, Return, and Liquidity.

•  Basic Concepts: Time Value of Money and Compound Interest.

•  Role of an Investment Manager.

Unit 2:

Asset Classes and Financial Instruments:

• Types of Asset Classes: Stocks, Bonds, Real Estate, Commodities.

• Equity Investments: Characteristics and Types of Stocks.

• Fixed Income Investments: Bonds and Treasury Bills.

• Alternative Investments: Real Estate, Commodities, and Derivatives.

• Mutual Funds and Exchange-Traded Funds (ETFs).

Unit 3:

Portfolio Management:

• Introduction to Portfolio Construction.

• Diversification and Its Importance.

• Risk and Return Analysis.

• The Modern Portfolio Theory (Markowitz).

• Asset Allocation Strategies.

Unit 4:

Risk Management in Investments:

• Types of Investment Risks: Market, Credit, Liquidity, and Operational.

• Measuring Risk: Standard Deviation and Beta.

• Risk-Return Trade-off.

• Hedging Strategies: Using Derivatives for Risk Management.

• Behavioral Finance: Understanding Investor Psychology.

Unit 5:

Investment Strategies and Performance Evaluation:

• Fundamental vs. Technical Analysis.

• Long-Term vs. Short-Term Investment Strategies.

• Value Investing and Growth Investing.

• Active vs. Passive Investment Management.

•  Evaluating Portfolio Performance: Sharpe Ratio, Alpha, and Beta.