An Introduction to the Investment Management Industry

Course Overview

This course provides an introduction to the world of investment management and is aimed primarily at those who are entering the industry for the first time, or for those seeking a foundation level course to cover the basics. The course structure is participative and interactive in nature.

This one-day course will give confidence to participants by explaining what the industry is, what it does and how it works. The course clarifies common uncertainties and demystifies areas of confusion, as well as “jargon-busting” those technical terms which are commonplace in the sector.

Learning Objectives

• Understand the aims and objectives of investment management
• Provide a functional overview of the industry and its organisational structure
• Compare types of individual and institutional investors and their expectations
• Gain knowledge of the different investment strategies and styles
• Provide an overview of asset allocation and the steps involved in portfolio construction
• Review of the retail product structures and customer servicing and the typical client interaction cycle
• Identify specific types of regulation and describe the reasons for each