Strategic Investment Management

The programme

Programme overview

In Strategic Investment Management, the world of investment is constantly evolving, affected by factors like volatile markets, global pandemics, technological advances, financial crises, and the emergence of sustainable investments. Understanding these dynamics is crucial for anyone involved in investment management. Ratomac Strategic Investment Management course is designed to equip current and potential investors and financial analysts with the latest strategies in Strategic Investment Management, covering everything from momentum trading to contrarian investments, active and passive management techniques, derivatives, performance indicators, and much more. Aimed at both individual and institutional investors, the course promises a blend of theory and practical insights.

Who should attend

Who is this programme for?

This Strategic Investment Management course is ideal for individuals and professionals involved in investment decisions, including financial accounting teams, budgeting professionals, strategic planners, corporate communication and investor relations professionals, investment analysts, advisers, traders, and general investors.

Learning outcomes

What you will learn

By the end of this course, Participants will gain comprehensive knowledge and practical skills in investment management.

• you’ll be able to apply modern portfolio theory in real-world scenarios,
• use various financial instruments effectively,
• develop strategic portfolio management techniques,
• and have a deep understanding of market dynamics.

Organizational and Personal Impact:

• The Strategic Investment Management course offers significant benefits, including updated market knowledge, advanced financial forecasting skills, a deeper understanding of financial markets, and the ability to make informed decisions in volatile environments.

Explore the programme

Detailed programme outline

Module 1: The Current Investment Environment and Asset Allocation Strategies

• Investment Opportunities
• Required Rate of Return
• Sustainable Investment Strategies
• Risk and Return
• Portfolio Theory
• Capital Market Theory
• Asset Pricing Models

Module 2: Inefficient Markets

• Efficient Market Hypothesis
• Market Anomalies
• Environmental Finance
• Behavioural Finance
• Equity Valuation Models
• Extreme Portfolio Selection (Momentum and Contrarian Trading)
• Financial Crises and Pandemics
• Noise Trading

Module 3: Application of Financial Derivatives

• Bond Pricing
• Interest Rate Risk Management
• Derivative Instruments (Forward, Futures, Options)
• Fixed Income Portfolio Management
• Passive Bond Portfolio Strategies
• Matched-Funding Techniques
• Active Bond Management Strategies
• Buy Write Strategy

Module 4: Portfolio Management & Performance Measures

• Passive Equity Portfolio Management Strategies
• Active Equity Portfolio Management Strategies
• Top-Down Investment Process
• Strategic and Tactical Asset Allocation
• Style Investing (Value vs. Growth)
• Hedging Portfolios
• Conventional Fund Management

Module 5: Recent Developments and Personal Finance

• Multilateral Trading Systems
• Financial Consequences of Terrorism
• Natural Disasters and Financial Markets
• Energy Markets
• Personal Finance

Learning approach

How you will learn

Our diverse instructional approaches ensure effective learning:

– Lectures & Presentations: Engage with expert-driven, stimulating content.– Course Material: Access well-crafted supporting resources.– Group Work: Collaborate on discussions and case studies for practical insights.– Workshops & Role-Play: Participate in immersive, scenario-based activities.– Practical Application: Focus on applying theoretical knowledge in real situations.– Post-Training Support: Receive extensive support after training for skill implementation.

Discuss your requirements

Dates, duration & arrangements

Contact Ratomac to confirm dates, duration, delivery format, entry requirements and any applicable assessment or certification before booking.