TRAINING COURSES

Investment Management

Start Date: 24 Mar 2019
End Date: 28 Mar 2019
Duration: 5
Fees:
Country: Cairo / Egypt
Category: Finance, Accounting & Investment
Details:

Introduction

Never before have financial issues been so often been the headline news. It is therefore crucial that todays business professionals expand their financial knowledge to allow them to contribute to daily decisions and debates.

This course is designed specifically for non-financial personnel; this intensive seminar educates and informs delegates of the key financial markets/products/risks and hazards.

 

Objectives

The seminar provides delegates with the tools required to find better answers to questions such as:

         What are the major market indices and how are they linked?

         What is meant by a dual listing?

         How is a forward rate determined?

         Can I profit from interest differentials?

         What is the role of correlation in reducing risk?

         How do I judge whether my performance in the market is good or bad?

         What are futures and options?

         How can futures and options be used to protect the value of my portfolio?

         What is meant by spread trading?

         What are the role of bonds in a portfolio.

         The difference between fundamental and technical analysis.

 

Training Methodology

Using a combination of lectures and individual exercises with practical applications, the delegates will gain both a theoretical and practical knowledge of the topics covered. The emphasis is on the "real world and as a result delegates will return to the workplace with both the ability and the confidence to apply the techniques learned.

 

Organisational Impact

This seminar provides an integrated blending of concept and practical application. As well as developing subject knowledge delegates will return with enhanced quantitative and technical skills. Advanced Excel skills are increasingly a pre-requisite for financial analysis. Delegates will return to the organisation with great exposure to the power of Excel.

 

Personal Impact

Delegates will acquire detailed knowledge about the trading, pricing and risk management associated with a variety of financial products. The practical and real world approach will provide delegates with a "tool-box to bring back to the organisation to assist in the analysis of financing, treasury and risk management decisions

 

Who Should Attend?

The course is a broad based one covering a variety of financial products in the worlds financial markets. Senior Managers with backgrounds in non-finance disciplines will find that the course greatly enhances their vocabulary and awareness of financial products. Junior and middle managers who would like to gain product knowledge before moving into a treasury or risk management role in an organisation would also benefit. It would also interest individuals wishing to expand their own finance knowledge to assist them in managing their own investment portfolio.

 

 SEMINAR OUTLINE 

 

DAY 1

An Introduction to the Financial Markets

An Introduction to the Equity Markets:

         IPOs

         Market Indices

         International Equity Market Links

         Dual Listings

         GDRs and ADRs

An Introduction to Bond Markets

         Long Term versus Short Term

         Treasury versus Corporate

         Types of Bond

An Introduction to the FX Market

         The spot and forward market

         Exchange Rate trends and linkages

         Carry Trades

 

DAY 2

An Introduction to Portfolio Theory

         The link between risk and return.

         The role of correlation

         The Markowitz model of Portfolio Risk

         The benefits of diversification

         The Capital Asset Pricing Model

         Benchmarking

 

DAY 3

Derivatives Use in Investment Management

An Introduction to the Derivatives Market

         Futures

         Options

The Cost of Carry Model

         Cash and carry arbitrage

         Reverse cash and carry arbitrage

Using Options to provide portfolio insurance

Using Futures to provide portfolio insurance

Using futures to change a portfolios "beta

Spread trading:

         Intra-commodity spreads

         Intra-commodity spreads

Option trading strategies.

 

DAY 4

Bond Portfolio Management

         Bond pricing

         Bond Duration

         Term structure of interest rates

         The convexity of a bond

         Bond ratings

         Immunising a bond portfolio

         Structured products

         Money Market Deposits/CDs/Commercial Paper/Treasury Bills

 

DAY 5

Fundamental and Technical Analysis

         Technical versus fundamental analysis

         Yields and ratios

         Valuation

         Chartism

         Technical Trading Rules

 
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