Strategic Investment Management

About the Course

This 5-day interactive Strategic Investment training course will facilitate the delegates in acquiring the process of developing and implementing an investment strategy that aligns with an investor's long-term financial goals and risk tolerance. It involves a thorough understanding of the investment markets and the ability to identify and evaluate investment opportunities. It will typically cover a large variety of themes, such as investment fundamentals that include asset allocation, risk management, and portfolio construction. Moreover, delegates will enhance their knowledge about investment analysis, including fundamental analysis, technical analysis, and quantitative analysis.

Furthermore, this programme provides overall direction by developing plans and policies to achieve objectives and allocating resources to implement the strategies. It is helpful for organisations to gain a competitive edge over their competitors. In addition to the above, delegates will share a significant learning occasion from experienced investment professionals, and they will gain a deeper understanding of the international investment markets and efficient investment strategies by getting some good opportunities to develop the skills and knowledge that are needed to make you well informed in making investment decisions. A series of case studies would be discussed and debated, opening their way to network with other investment professionals. Overall, it can be a valuable investment for anyone wanting to learn more about investing and developing and implementing a successful investment strategy.

Core Objectives

After completing this training course, each delegate will have gained a lot of vital skills that would contribute to a better performance.

The participants will be able to achieve the following objectives:

• Understand the strategic investment management process
• Apply financial analysis and portfolio management techniques to make investment decisions
• Develop and implement investment strategies that are aligned with organisational goals and risk tolerance
• Evaluate the performance of investment portfolios and make important adjustments as needed
• Apply portfolio theory in practice, covering asset allocation and international investment

Training Approach

This training course will combine presentations with interactive practical market conditions and case studies. The delegates will be encouraged to practice and implement the principles of strategic assets management of the various financial products to the needs of their future investments.

The Attendees

This training course would greatly benefit anyone willing to develop and increase professional skills in capital markets and investment decisions.

Likewise, it will be valuable to the professionals but not limited to the following:

• Financial Market Professionals
• Investment Analysis Officers
• Front Office Traders and Brokers
• Back Office Senior Employees
• Portfolio Managers
• Treasury Officers
• Risk Professionals

Daily Discussion

DAY ONE: INTRODUCTION TO STRATEGIC INVESTMENT MANAGEMENT

• What is Strategic Investment Management?
• The Investment Professional Process
• Asset Classes and Risk-return Relationships
• Investment Objectives and Constraints
• The Investment Philosophy and Process

DAY TWO: FINANCIAL ANALYSIS FOR INVESTMENT MANAGEMENT

• Financial Statement Analysis
• Valuation Models
• Risk Assessment
• Equity Analysis: Types of Equity Investments
• IPO’s and Rights Issues
• Market Indices
• International Equity Market Linkages

DAY THREE: INVESTMENT STRATEGY DEVELOPMENT

• Asset Allocation
• Portfolio Diversification
• Benchmarking and Rebalancing
• Industry Analysis
• Company Analysis
• Management Assessment
• The Term Structure of Interest Rates
• Credit Ratings

DAY FOUR: PORTFOLIO IMPLEMENTATION AND PERFORMANCE EVALUATION

• Trading Strategies and Execution Costs
• Performance Attribution
• Constructing and Managing Sustainable Portfolios
• Sustainable Diversification
• Performance Evaluation of Sustainable Portfolios

DAY FIVE: SPECIAL TOPICS IN STRATEGIC INVESTMENT MANAGEMENT

• Sustainable Investing Strategies
• Behavioural Finance Practices
• Recent Alternative Investments
• Opportunities Offered by Alternative Investments
• Derivative Markets and Its Related Long-term Strategies