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Corporate Training

Economists have stressed the importance of improving 'human capital' by emphasizing that a better educated work force can lift a nation's ecomony 

 

             Asset Management Training Sessions

Introduction to the Investment Management Business- This session is designed as an introduction for those who work for an investment management firm with little or no experience in the financial services industry. It is also helpful for those who have worked for an investment management firm for some time however, the job function does not directly relate to the investment management process.  In the latter case for example, those working in compliance, information systems, finance and accounting, human resources, office management as well as a variety of support functions.  This session is an overview of the industry, the investment management process, the parties to the business and the model used by every investment management firm with respect to how it operates.  All who attend will have an understanding of what the investment management firm does for a living and how the function that that person is performing contributes to the firm’s endeavors.  This session is tailored to the firm either by screening up the website or using printed marketing materials.  The general areas referenced are the firm’s explanation of what it is, clients it serves, its strategies and any other information that is significant.  This will give each participant the opportunity to see how the generic information covered in the session relates to the firm.  This is an introduction session so everything that is covered is an overview with nothing addressed at any level of detail.  As a prerequisite all participants will be required to read the firm’s materials/website that will be used in the session. 

Investment Management Business Intermediate – This session is the next step after the introduction session.  It is geared towards those who need a better and more detailed understanding of the separately managed discretionary account business. It addresses the clients in detail as well as why clients look for managers, what they look for and how investment management firms get clients. The session covers products, their characteristics and styles as well as how strategies are executed.  And finally, an overview of performance, the result of the investment management efforts.  This session is highly integrated with the firm’s information including such items as client lists,  products/strategies, a sample of a completed RFP, specifics of selected products and performance data.  As a prerequisite all participants will be required to review all material that will be used in the session.

Mutual Funds – this session is similar to the Investment Management Business Intermediate session, it is the next step after the introduction session. It is geared towards those who need a better and more detailed understanding of the mutual fund business. It addresses the types of funds, their structure, regulations, operations and the various parties to the fund. This session is highly integrated with the firm’s information including the fund’s website and prospectus. As a prerequisite all participants will be required to review all materials that will be used in the session. 

Portfolio Performance Measurement and Analytics– This session addresses the entire scope of performance and is geared to all those who must understand performance in detail.  As an example, performance analysts, portfolio administrators, client service, marketing and sales, compliance, information systems, assistant portfolio managers to mention a few.  The program covers the language, the computation, the use and the presentation of performance. It includes an introduction to portfolio analytics and overviews the GIPS.  This session includes two projects to be completed by the participants.  One of the projects is a customized project using the firm’s information such as the firm’s system documentation for performance as well as performance reports that come from the system.  Using this information, the participants will complete the customized project by manually computing everything that is done by the system.  This serves to bring the performance information home to them and highlights how the generic information covered in the session relates directly to the firm.


Fixed Income – this session serves as an introduction to fixed income securities. It covers a definition of fixed income, an understanding of the arithmetic, its terminology, the issuers, types of fixed income instruments including securitization, swaps and the primary risks associated with fixed income securities. The issues covered in this session are covered in plain ordinary language. Fixed Income to a large extent is mathematically driven, this session explains the results of the computations and their use, it does not cover the actual formulae, except for simple arithmetic illustrations. This is done specifically to accommodate those participants who want an understanding of  the instruments without having to actually perform the math. The session is designed for all who have some contact with Fixed Income such as but not limited to -  marketing support, client service, compliance, operations and administrative employees, among others. 


Coming Soon  - Portfolio Management Basics 

 

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