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Introduction to Investment Management

Introduction to Investment Management

Course Objectives

This course provides a comprehensive, non-mathematical introduction to the key elements of investment management.

Specifically, participants will be able to:

  • Understand what institutional investors are and how they operate
  • Identify the characteristics of the principal asset classes
  • Identify and distinguish between the principal investment products
  • Understand the importance of establishing investor preferences
  • Understand the basic principles of portfolio construction
  • Distinguish between active and passive portfolio strategies and styles
  • Differentiate between equity and fixed income management styles
  • Understand the interaction between institutional investors and brokers/investment banks

Target Audience

Entry-level delegates that wish to develop a broad understanding of the investment management industry and the role that it plays in today’s markets. This course will be of particular benefit to those starting within the investment management industry and those that deal with the financial services industry.

  • Course Content

    See course details in: Attachments

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Price: 1.217,70€

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Course takes place at ISAG-European Business School, Campus de Salazares 842, 4100-42 Porto, Portugal:

Course Objectives

This course provides a comprehensive, non-mathematical introduction to the key elements of investment management.

Specifically, participants will be able to:

  • Understand what institutional investors are and how they operate
  • Identify the characteristics of the principal asset classes
  • Identify and distinguish between the principal investment products
  • Understand the importance of establishing investor preferences
  • Understand the basic principles of portfolio construction
  • Distinguish between active and passive portfolio strategies and styles
  • Differentiate between equity and fixed income management styles
  • Understand the interaction between institutional investors and brokers/investment banks

Target Audience

Entry-level delegates that wish to develop a broad understanding of the investment management industry and the role that it plays in today’s markets. This course will be of particular benefit to those starting within the investment management industry and those that deal with the financial services industry.

  • Course Content

    See course details in: Attachments

Share this product on:
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