ProspenAfrica | Training and Consulting Services Provider

Strategic Investment Management

5 Day Training

Dates: 13 – 17 May 2024
Locations: Johannesburg, South Africa
Platform: Available In-Class / Online

Price: Available on request

This is a Non-accredited Course

Course Introduction

The world of investment is constantly evolving, affected by factors like volatile markets, global pandemics, technological advances, financial crises, and the emergence of sustainable investments. Understanding these dynamics is crucial for anyone involved in investment management. This course is designed to equip current and potential investors and financial analysts with the latest strategies in Strategic Investment Management, covering everything from momentum trading to contrarian investments, active and passive management techniques, derivatives, performance indicators, and much more. Aimed at both individual and institutional investors, the course promises a blend of theory and practical insights.

Course Objectives

Participants will gain comprehensive knowledge and practical skills in investment management. By the end of this course,

  • you’ll be able to apply modern portfolio theory in real-world scenarios,

  • use various financial instruments effectively,

  • develop strategic portfolio management techniques,

  • and have a deep understanding of market dynamics.

Organizational and Personal Impact:

  • The Strategic Investment Management course offers significant benefits, including updated market knowledge, advanced financial forecasting skills, a deeper understanding of financial markets, and the ability to make informed decisions in volatile environments.

Who should attend?

This Strategic Investment Management course is ideal for individuals and professionals involved in investment decisions, including financial accounting teams, budgeting professionals, strategic planners, corporate communication and investor relations professionals, investment analysts, advisers, traders, and general investors.

Training methodology

Training Methodology

Our diverse instructional approaches ensure effective learning:

– Lectures & Presentations: Engage with expert-driven, stimulating content.
– Course Material: Access well-crafted supporting resources.
– Group Work: Collaborate on discussions and case studies for practical insights.
– Workshops & Role-Play: Participate in immersive, scenario-based activities.
– Practical Application: Focus on applying theoretical knowledge in real situations.
– Post-Training Support: Receive extensive support after training for skill implementation.

Training Outline

Day 1: The Current Investment Environment and Asset Allocation Strategies

  • Investment Opportunities

  • Required Rate of Return

  • Sustainable Investment Strategies

  • Risk and Return

  • Portfolio Theory

  • Capital Market Theory

  • Asset Pricing Models

Day 2: Inefficient Markets

  • Efficient Market Hypothesis

  • Market Anomalies

  • Environmental Finance

  • Behavioural Finance

  • Equity Valuation Models

  • Extreme Portfolio Selection (Momentum and Contrarian Trading)

  • Financial Crises and Pandemics

  • Noise Trading

Day 3: Application of Financial Derivatives

  • Bond Pricing

  • Interest Rate Risk Management

  • Derivative Instruments (Forward, Futures, Options)

  • Fixed Income Portfolio Management

  • Passive Bond Portfolio Strategies

  • Matched-Funding Techniques

  • Active Bond Management Strategies

  • Buy Write Strategy

Day 4: Portfolio Management & Performance Measures

  • Passive Equity Portfolio Management Strategies

  • Active Equity Portfolio Management Strategies

  • Top-Down Investment Process

  • Strategic and Tactical Asset Allocation

  • Style Investing (Value vs. Growth)

  • Hedging Portfolios

  • Conventional Fund Management

Day 5: Recent Developments and Personal Finance

  • Multilateral Trading Systems

  • Financial Consequences of Terrorism

  • Natural Disasters and Financial Markets

  • Energy Markets

  • Personal Finance

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