Investment Management

Code

Start Date

2025-11-23

End Date

2025-11-27

City

Dubai

Price

2950 $

Language

Participants

1-15

Hotel

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Introduction

Never before have financial issues been so often been the headline news. It is therefore crucial that today’s business professionals expand their financial knowledge to allow them to contribute to daily decisions and debates.

This course is designed specifically for non-financial personnel; this intensive seminar educates and informs delegates of the key financial markets/products/risks and hazards.

Objectives

The seminar provides delegates with the tools required to find better answers to questions such as:

What are the major market indices and how are they linked?
What is meant by a dual listing?
How is a forward rate determined?
Can I profit from interest differentials?
What is the role of correlation in reducing risk?
How do I judge whether my performance in the market is good or bad?
What are futures and options?
How can futures and options be used to protect the value of my portfolio?
What is meant by spread trading?
What are the role of bonds in a portfolio.
The difference between fundamental and technical analysis.

Training Methodology

Using a combination of lectures and individual exercises with practical applications, the delegates will gain both a theoretical and practical knowledge of the topics covered. The emphasis is on the “real world” and as a result delegates will return to the workplace with both the ability and the confidence to apply the techniques learned.

Organisational Impact

This seminar provides an integrated blending of concept and practical application. As well as developing subject knowledge delegates will return with enhanced quantitative and technical skills. Advanced Excel skills are increasingly a pre-requisite for financial analysis. Delegates will return to the organisation with great exposure to the power of Excel.

Personal Impact

Delegates will acquire detailed knowledge about the trading, pricing and risk management associated with a variety of financial products. The practical and real world approach will provide delegates with a “tool-box” to bring back to the organisation to assist in the analysis of financing, treasury and risk management decisions

SEMINAR OUTLINE

An Introduction to the Financial Markets

An Introduction to the Equity Markets:

IPO’s
Market Indices
International Equity Market Links
Dual Listings
GDR’s and ADR’s

An Introduction to Bond Markets

Long Term versus Short Term
Treasury versus Corporate
Types of Bond

An Introduction to the FX Market

The spot and forward market
Exchange Rate trends and linkages
Carry Trades

An Introduction to Portfolio Theory

The link between risk and return.
The role of correlation
The Markowitz model of Portfolio Risk
The benefits of diversification
The Capital Asset Pricing Model
Benchmarking

Derivatives Use in Investment Management

An Introduction to the Derivatives Market

Futures
Options

The Cost of Carry Model

Cash and carry arbitrage
Reverse cash and carry arbitrage

Using Options to provide portfolio insurance

Using Futures to provide portfolio insurance

Using futures to change a portfolios “beta”

Spread trading:

Intra-commodity spreads
Intra-commodity spreads

Option trading strategies.

Bond Portfolio Management

Bond pricing
Bond Duration
Term structure of interest rates
The convexity of a bond
Bond ratings
Immunising a bond portfolio
Structured products
Money Market Deposits/CD’s/Commercial Paper/Treasury Bills

Fundamental and Technical Analysis

Technical versus fundamental analysis
Yields and ratios
Valuation
Chartism
Technical Trading Rules

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