Investment Management
Overview:
Introduction:
Basic Investment Management focuses on the foundational principles of managing financial assets to achieve specific investment goals. It involves identifying key concepts such as risk and return, portfolio diversification, and asset allocation. 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:
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Identify the basic concepts and principles of investment management.
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Create and manage an investment portfolio.
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Analyze the risk and return associated with different investment options.
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Gain knowledge about different asset classes and financial instruments.
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Use basic investment strategies to achieve financial goals.
Target Audience:
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Employees looking to build a personal or professional investment portfolio.
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Financial analysts or accountants moving into investment roles.
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Business owners interested in investment strategies.
Program Outlines:
Unit 1:
Introduction to Investment Management:
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Definition and Importance of Investment Management.
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The Financial Markets: Overview and Types.
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Key Investment Objectives: Risk, Return, and Liquidity.
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Basic Concepts: Time Value of Money and Compound Interest.
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Role of an Investment Manager.
Unit 2:
Asset Classes and Financial Instruments:
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Types of Asset Classes: Stocks, Bonds, Real Estate, Commodities.
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Equity Investments: Characteristics and Types of Stocks.
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Fixed Income Investments: Bonds and Treasury Bills.
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Alternative Investments: Real Estate, Commodities, and Derivatives.
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Mutual Funds and Exchange-Traded Funds (ETFs).
Unit 3:
Portfolio Management:
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Introduction to Portfolio Construction.
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Diversification and Its Importance.
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Risk and Return Analysis.
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The Modern Portfolio Theory (Markowitz).
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Asset Allocation Strategies.
Unit 4:
Risk Management in Investments:
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Types of Investment Risks: Market, Credit, Liquidity, and Operational.
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Measuring Risk: Standard Deviation and Beta.
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Risk-Return Trade-off.
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Hedging Strategies: Using Derivatives for Risk Management.
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Behavioral Finance: Understanding Investor Psychology.
Unit 5:
Investment Strategies and Performance Evaluation:
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Fundamental vs. Technical Analysis.
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Long-Term vs. Short-Term Investment Strategies.
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Value Investing and Growth Investing.
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Active vs. Passive Investment Management.
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Evaluating Portfolio Performance: Sharpe Ratio, Alpha, and Beta.