Strategic Investment Management
5 Day Training
Locations: Grayston Ridge Office Park, Sandton
Platform: Available In-Class / Online
Price: Available on request
Course Introduction
In Strategic Investment Management, 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. Prospen Africa’s Strategic Investment Management 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
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
Related Courses
Accounts Payables, Reconciliations and Income Tax Training
View More