Fundamentals of Investment Management is a one-day course that provides a comprehensive, non-mathematical introduction to the key elements of investment management.
The key learning outcomes include:
• Understand what institutional investors are and how they operate
• Identify the characteristics of the principal asset classes and distinguish between the principal investment products
• Understand the importance of establishing investor preferences
• Understand the basic principles of portfolio construction
• Distinguish between active and passive portfolio strategies and styles
• Differentiate between equity and fixed income management styles
• Understand the interaction between institutional investors and brokers/investment banks.
Part of the Fitch Group, Fitch Learning partners with clients to enhance knowledge, skills and conduct. Fitch Learning is a global leader in training with experience of delivering specialised technical training at all levels to the financial community. Fitch Learning partner with clients to elevate knowledge and skills and enhance conduct.
We work with 9 out of 10 of each of the largest Investment Banks, Asset Managers and Global Banks and through state-of-the-art training centres in London, New York, Hong Kong, Singapore and Dubai, and our leading distance learning portals, we train more than 20,000 delegates each year.
