Asset Management

This Asset Management training course provides skills on the tools and techniques from evaluating asset classes to understanding investment management strategies and risk management enhance expertise in the multiple facets of the ever-changing financial services industry and dynamic global economy.

Content:

• Introduction to Asset Management
  • Portfolio Risk
  • Integrated Asset Allocation
  • Portfolio Management 
• Alternative Investments
  • Introduction
  • Real Assets
  • Equity Investments
  • Alternative Financial Investments
  • Discussing Alternative Investments With Your Clients   
• Asset Allocation
  • Margin Analysis
  • Interest Income / Expense and other Income
  • Taxation and the Income Statement
  • The Timing of Tax Payments    
• Asset Classes
  • Introduction
  • Type of Asset Classes
  • Diversification and Asset Allocation
  • Conclusion    
• Exchange-Traded Funds (ETFS)
  • What is an ETF?
  • Characteristics
  • ETF vs. Mutual Funds
  • ETFS in your Portfolio
  • Investing in ETFs
  • The Creation and Redemption Process
  • Bid/Ask Spreads
  • Buying and selling ETFs   
• Exchange-Traded Funds - Types
  • Creation and Redemption Mechanism
  • Passive Management
  • Active Management
  • Understanding ETF Arbitrage    
• Introduction to Commodities
  • Introduction
  • The Structure of Commodity Markets
  • Conclusion    
• Introduction to Securities Markets
  • Securities Markets
  • Debt
  • Equity    
• Investment Principles
  • Why Be Invested?
  • Risk
  • Return
  • Time
  • Time-Related Strategies
  • Diversification   
• Mutual Funds
  • Key Concepts
  • Front-End Operations
  • Bad-End Operations    
• Life of a Trade: Global
  • Introduction
  • International Trade Initiation and Matching
  • Securities and Funds Settlement
  • Risk Management
• Annuities and Perpetuities
  • Introduction to Interest Rates
  • Future Value
  • Present Value
  • Annuities
  • Perpetuities