Sustainable & Strategic Investment Management Training Course

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Course Schedule

We currently have no scheduled session for this Course. If you are interested in running this course, please contact our Training Department at info@glomacs.com

Course Description

MODULES

This training course is split into two modules:

MODULE I - Sustainable Investment

MODULE II - Strategic Investment Management

Each module is structured and can be taken as a stand-alone training course; however, delegates will maximise their benefits by taking Module 1 and 2 back-to-back as a 2-week training course.

Course Outline

Module 1: Sustainable Investment

DAY 1

Financial Economic for Sustainable Companies

The concept of sustainable investments
The practice of financial/economic analysis
Value creation in sustainable companies
Corporate and shareholder value for sustainable companies
A dynamic perspective of sustainable business
The agency problem
The financial statements of sustainable companies

DAY 2

Business Performance for Sustainable Companies

Ratio analysis and business performance
Management’s point of view
Owners’ point of view
Lenders’ point of view
A system of interrelated Ratios
Integration of financial performance analysis
Economic value added of sustainable businesses
Bankruptcy risk for sustainable companies

DAY 3

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

DAY 4

Regression Analysis Equations and System Modelling

Simple Regression Analysis / Maximum likelihood Estimations
Polynomial Curve Fits
Describing Data using Equations
Prediction
The Applications of Regression to Sustainable companies
The Applications of Regression to Non-Sustainable companies
Analysis of Variance (ANOVA)

DAY 5

Review and Critique

Key concepts of sustainable investments
Assessing the value of sustainable investments
Short report on sustainable investments strategy

Module 2: Strategic Investment Management

DAY 6

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

DAY 7

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 (SARS and COVID-19)
Noise Trading

DAY 8

Application of Financial Derivatives

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

DAY 9

Portfolio Management & Performance Measures

Passive Equity Portfolio Management Strategies
Active Equity Portfolio Management Strategies
Top-Down Investment Process
Strategic Asset Allocation
Tactical Asset Allocation
Style Investing
Value versus Growth
Hedging Portfolios
Islamic and Conventional Fund Management

DAY 10

Recent Developments and Personal Finance

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

Certificates

On successful completion of this training course, GLOMACS Certificate will be awarded to the delegates
Continuing Professional Education credits (CPE) : In accordance with the standards of the National Registry of CPE Sponsor, one CPE credit is granted per 50 minutes of attendance

Providers and Associations

Endorsed Education Provider

GLOMACS is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org