Investment Management - Beginner Level

Overview:

Introduction:

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

Objectives:

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

• Understand the basic concepts and principles of investment management.

• Learn how to 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.

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

• Financial analysts or accountants moving into investment roles.

• Small business owners interested in investment strategies.

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