FINANCIAL MARKET COURSES
Japanese Equity Market
Receivable Finance (New)
Lending - An Introduction
The Lending Cycle
Commodities - An Introduction (Revised)
Commodities - Trading (New)
Commodities - Livestock (New)
Commodities - Softs (New)
Primer – MiFID II/MiFIR (New)
Understanding Private Wealth Management Business
Private Wealth Management Products & Services
Primer – Smart Beta (New)
Available on iPad and Android tablets as well as desktop
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.
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
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.
Financial Markets – An Introduction
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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.
Investment – An Introduction
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ASSET ALLOCATION - AN INTRODUCTION
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.
Asset Management – An Introduction
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