Investment Management

Target: Managing Directors/CEO/Director, Board Members, Investment Officers, Chief Financial Officers, Accountants, Auditors and Legal Officers

Dates: Modules 13 March 1418, 2011
Dates: Modules 45 March 2125, 2011

Venue: Garraway Hotel

Costs: EC $5,000

MODULE 1: DEVELOPING AN INVESTMENT MANAGEMENT FRAMEWORK

MODULE 2: INTRODUCTION TO INVESTMENT MANAGEMENT

MODULE 3: INTRODUCTION TO FINANCIAL MANAGEMENT

MODULE 4: ADVANCED INVESTMENT MANAGEMENT

MODULE 5: RISK MANAGEMENT



MODULE 1: DEVELOPING AN INVESTMENT MANAGEMENT FRAMEWORK

The aims of the seminar are to:

1. Hone in an appreciation for the need for an investment management framework that fosters a disciplined and systematic approach to investing
2. Understand the elements of an investment policy statement and investment guidelines document
3. Clearly delineate the roles of the various functions in the investment management infrastructure

Topics Covered:

1. Why an investment management framework?
2. Core infrastructural investment functions
3. Complementary infrastructural investment functions
4. Investment management infrastructure
5. Elements of an investment policy statement
6. Elements of Investment Guidelines
7. Evaluating and monitoring adherence to the guidelines
8. Getting the most out of the relationship with external managers, brokers, dealers, custodians


MODULE 2: INTRODUCTION TO INVESTMENT MANAGEMENT

The aims of the seminar are to:

1. Appreciate the elements of investment management
2. Understand the relationship between risks and rewards
3. Measure the risks and rewards of an investment portfolioo
4. Understand the relationship between asset allocation and performance
5. Introduce the different investment instruments
6. Appreciate the importance of asset allocation

Topics Covered:

1. What is Investment?
2. Sources of Risks
3. The relationship between risks and rewards
4. Measuring risks
5. Calculating returns
6. Investment instruments
7. Asset Allocation
8. Asset mix considerations


MODULE 3: INTRODUCTION TO FINANCIAL MANAGEMENT

The aims of the seminar are to:

1. Provide a more in-depth knowledge of the financial markets
2. Understand more fully the operations of the money and capital markets
3. Understand the roles of the major players in the financial markets
4. Identify and understand the sources of information for financial decision making
5. Gain an appreciation and understanding of foreign exchange management

Topics Covered:

1. The Primary and Secondary Markets
2. Sources of Information for Financial Decision Making
3. The Caribbean Financial Markets
4. International Financial Markets Foreign Exchange Management
5. The Major Players in the Financial Market: The Federal Reserve Bank, Dealers and Brokers
6. The Major Players in the Financial Market 2: Federal Agencies, the Banks.
7. The Financial Market: Federal Funds Market, Repo and Reverse Markets, Futures and Options


MODULE 4: ADVANCED INVESTMENT MANAGEMENT

The aims of the seminar are to:

1. Provide a deeper and more in-depth examination of investment management issues
2. Understand the term structure of interest rates
3. Understand the relationship between interest rates, yield curve, duration and prices
4. Demonstrate the valuation of bonds and stock
5. Obtain a deeper understanding and appreciation for the financial markets

Topics Covered:

1. The term structure of interest rates
2. Understanding interest rates: nominal vs. real return
3. Inflation, yield curves and duration
4. Relationship between interest rates, yield curves and security prices


MODULE 5: RISK MANAGEMENT

The aims of the seminar are to:

1. Provide a more comprehensive understanding of risk management
2. Understand the different methods of measuring and calculating risks
3. Apply risk analysis to investment decision making
4. Appreciate the importance and the methods of risk diversification

Topics Covered:

1. Foundation of Risk Analysis
2. Measuring Risks
3. Applying Risk Analysis to Investment Decision Making
4. Risk Diversification


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