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FINANCIAL MARKET COURSES

Introduction to Asset Management

Courses In This Course

The asset or investment management industry provides a vital financial service for individual and institutional investors alike. With global assets under management running into trillions of dollars, asset managers must protect and grow wealth by investing client money across a broad range of asset classes and products.

 

But like most of the financial services sector, the asset management industry has been operating in a very challenging environment in recent times. Substantial regulatory change and market-driven pressure has forced asset managers to look carefully at their business and distribution models, while technological advancements have opened the door for potential new market entrants to threaten incumbent players. Meanwhile, asset managers and other financial services firms continue the fight to rebuild investor trust that was shattered by the events of the global financial crisis.

Learner Profile

This course provides a broad overview of the asset management industry for newcomers to the field or for more experienced personnel who wish to refresh their knowledge.

  •    INVESTMENT - AN INTRODUCTION

    Overview

    Terms like “investment” or “investing” are used in the media every day without anyone actually defining what exactly they mean. This course adopts a different perspective and will set you out on the road to understanding the fundamentals of investment and its management. Beginning with a discussion of the concept of investment as a whole and the various perspectives on it, the course goes on to deal with a variety of crucial concepts and issues that must be grasped by all investment industry professionals.

    Course Duration

    60 mins

    Prerequisite Knowledge

    Financial Markets – An Introduction

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  •    ASSET MANAGEMENT - AN INTRODUCTION

    Overview

    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.

    Course Duration

    60 mins

    Prerequisite Knowledge

    Investment – An Introduction

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  •    ASSET ALLOCATION - AN INTRODUCTION

    Overview

    Asset allocation is the process of dividing an investment portfolio among different categories of asset, such as stocks, bonds, and cash.

     

    This course looks at the importance of asset allocation in meeting investor risk tolerance and return objectives. Different asset classes and subclasses are examined. The key role played by portfolio diversification and different asset allocation approaches are also discussed.

    Course Duration

    50 mins

    Prerequisite Knowledge

    Asset Management – An Introduction

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