Overview of the Investment Management Industry

• Investment managers and their objectives
• Institutional investors
• Collectives

Characteristics of Different Asset Classes

• Bonds
• Equities
• Derivatives
• Property

Investment Management Theory

• Efficient Market Hypothesis
• Introduction to modern portfolio theory

The Decision Making Process

• Asset allocation
• Active versus passive management
• Equity portfolio management
• Bond portfolio management
• Use of derivatives by investment managers
• Hedge Funds
  • Characteristics and strategies
• Performance Measurement
  • Benchmark selection
  • Measuring returns
  • Risk adjustment
  • Evaluating investment products
• Investment Management Companies
  • Roles of different divisions
  • Custody