Course Overview

This area focuses on investment management concepts of risk management techniques applied to the investment management process. The broad knowledge points covered include the following:

Factor theory

Portfolio construction

Portfolio risk measures

Risk budgeting

Risk monitoring and performance measurement

Portfolio-based performance analysis

Hedge funds

Training Duration Total Training Hours : 22-26 Hours
Training Duration : 1 Week
Total Training Days : 4 Working Days
Training Schedules Weekdays (Sunday to Thursday)
Regular Sessions : 6 Hrs Per day (9am to 2pm or 3.00pm to 9.00 pm)
Food & refreshments Included

WeekEnds (Friday & Saturday)
Fast Track Sessions: 8 Hours per day (9am to 5pm)
Food & refreshments Included

1) Certificate from Laurels Training Institute, Attested by Knowledge & Human Development Authority (KHDA) government of Dubai, UAE - With Online Worldwide recognition facility

2) Certificate from American Institute of Professional Studies (AIPS) from USA (After 15 Days of course Completion which will couriered to the attendees office address) - With Online Worldwide recognition facility "

Tests Yes
Learning Aids Yes
Course Material Hard & Soft Copies of Study Material
Language of Instruction English
Instructor Helpline Yes
1. Email
2. Social Media (For Emergency requirements)
Registration Requirements 1. Passport Copy
2. Curriculum Vitae
3. Passport size photographs
4. Course Fee
Mode of Payment: Cash / Cheque / Credit Card / Bank Transfer.
Eligibility Criteria
(Who should attend this training)

Investment analysts

Fund managers

Pension fund managers

Pension fund trustees

Portfolio managers

Asset managers

Investment managers

Private bankers

General fund managers

Sales staff

Operation and compliance staff

Course Benefits

Knowledge and skills to manage the following:

Equity, bond and alternative investment management tools and techniques

The navigation of the world of investment analysis

Construction of an efficient equity portfolio in a world of volatile global markets

Secrets of “endowment style asset allocation” and their longer term top decile returns

Risk management and downside protection of investment portfolios

Newer asset classes coming mainstream: hedge funds, private equity, commodities and real estate investment as an evolving asset class"

Course Contents / Outline


Introducing the Investment Markets and Investment Fundamentals

Sources of Investment Return Drivers

Understanding Investments Statistics

Investment Performance Measurement

Economic Impact on the Financial Markets


Drivers of Global Bond Returns

Equity Valuation and Stock Selection

Style Bets in the Markets


Derivatives and Investment Management

Traditional and New Paradigms in Asset Allocation

The Process of Tactical Asset Allocation


Understanding Investment Risk

Multifactor and Investment Risk

Risk Management Concerns on Global Liability Driven Investors

The Risk Budgeting Process


Where the Industry is Heading: New Trends in Investment Management

Are Structured Finance and Engineered Products a New Wave Again?

Hedge Fund Strategies Overview

The Other Alternative Assets - The Commodity Markets

Real Estate and Real Assets

Private Equity

Obtaining Alternative Investment

The Major Trends in the Investment Management Industry

Case Studies

The great stock bond market collapses: 2009 and 2011

2014 and the historical equity level indications

The European CDS markets in 2014

The bond market meltdown of 2008/9 and the bond market rally of 2011"

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