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FINANCIAL MARKET COURSES

Asset Management – An Introduction

Asset management is the management of portfolios of assets by professional firms serving institutional, high net worth (HNW), and retail clients. This course provides an overview of the structure and activities of a typical asset management firm, including its clients, products, and services. The current state of the global asset management industry is also discussed.

  • OBJECTIVES

    On completion of this course, you will be able to:

    Identify the key client sectors of the asset management industry

    Interpret the concepts of asset allocation, as well as passive and active management

    List the main types of investment vehicle used in the asset management industry

    Recognize the current state of play in the asset management space and future industry trends

  • COURSE OUTLINE

    Topic 1: Overview Of Asset Management

    Asset Management Basics

    Asset Management Sectors

    o Institutional Asset Management

    o Wealth Management (Private Client Services)

    o Retail Asset Management

    Asset Allocation

    o Strategic Asset Allocation (SAA)

    o Tactical Asset Allocation (TAA)

    Active & Passive Management

    Topic 2: Investment Funds

    Overview of Investment Funds

    Collective Investment Vehicles

    Hedge Funds

    Private Equity Funds

    Topic 3: Market Development

    Current State of the Asset Management Industry

    Asset Management by Region

    Asset Management: Future Growth

  • PREREQUISITE KNOWLEDGE

  • ESTIMATED COMPLETED TIME

    60 Minutes

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