The Course

This course offers a comprehensive and intensive perspective on investment management and portfolio administration.  An unusually high proportion of case studies and class exercises encourages maximum participation, enjoyment and retention of the material by delegates.    The topics cover the full range of investment management activity – from asset allocation through to portfolio administration, income processing, stock delivery and settlement, valuation and portfolio performance reporting - against a background of market operations and instrument strategy.

Who Should Attend the Course?

The course has been designed for:

Investment Operations/Administration management and staff

IT management and staff

New entrants and trainees

What will Delegates Gain from the Course?

A detailed understanding of the operation of financial markets

A working knowledge of most types of financial instruments and their roles in diverse portfolios

A detailed appreciation of the full range of portfolio management and administration practices, including investment strategy

An improved ability to communicate effectively on investment practice and related systems issues with colleagues in their own and other departments