School of Investment Management

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The last few years have seen a number of forces re-shaping the global investment management industry. Equity volatility, new fixed income products, the growth of hedge funds, commodities and real estate – to name but a few – have contributed to dramatic changes in investor preferences, investment styles and asset allocation. Traditional analytical frameworks and performance measures must now be used together with a new group of tools and metrics to interpret data, trends and performance in this new environment and for newer asset classes.
Join us for this intensive School which will give you the in-depth information you need to advance your investing skills. On completion of  the course you will be ready to implement your new skills into real-world investing activities, with the ultimate objective of increasing returns, reducing risks and attracting (and retaining) investors.

Course highlights include:

  • Devise asset allocation strategies for a post-credit crunch environment
  • Alpha analysis and information ratios in theory and practice
  • Learn and apply the principles of post-modern portfolio theory
  • Construct superior equity portfolios using behavioural finance theory
  • Reassess hedge fund investing in light of recent events
  • Learn how to implement portable alpha strategies via practical applications
  • Assess the opportunities offered by emerging alternative assets
  • Develop frameworks to accommodate real and tangible assets in portfolios

Who should attend

  • Portfolio / fund / asset managers
  • Investment analysts / advisors / strategists
  • Private bankers / investors
  • Heads of investment
  • Pension fund/ trustee managers
  • Regulators, auditors and actuaries
  • Securities sales people
  • Related Courses


    We can bring this course to your company's office.

    If you simply want to run this course at a location convenient to you or if you want a completely customised learning solution, we can help.

    We produce learning solutions that are completely unique to your business. Our tailored learning solutions are designed specifically for your organisation’s needs.

    We’ll be here to support you every step of the way. From the initial consultancy through to evaluating the success of the full learning experience. We'll ensure you get the maximum return on your training investment.

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    Why us

    We have a combined experience of over 60 years providing learning solutions to the world’s major organisations and are privileged to have contributed to their success. We view our clients as partners and focus on understanding the needs of each organisation we work with to tailor learning solutions to specific requirements.

    We are proud of our record of customer satisfaction. Here is why you should choose us to help you achieve your goals and accelerate your career:

    • Quality – our clients consistently rate our performance ‘excellent’ or ‘outstanding’. Our average overall score awarded to us by our clients is nine out of ten.
    • Track record – we have delivered training solutions for 95% of worlds’ top 100 banks and have trained over 250,000 professionals.
    • Knowledge – our 150 strong team of industry specialist trainers are world leading financial leaders and commentators, ensuring our knowledge base is second to none.
    • Reliability – if we promise it, we deliver it. We have delivered over 20,000 events both in person and online, using simultaneous translation to delegates from over 180 countries.
    • Recognition – we are accredited by the British Accreditation Council and the CPD Certification Service. In an independent review by Feefo we scored 96% on service and 95% on product