An Intensive 10-day Training Course
Sustainable & Strategic Investment Management
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 One
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 Two
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 Three
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 Four
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 Five
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 Six
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 Seven
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 Eight
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 Nine
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 Ten
Recent Developments and Personal Finance
- Brexit
- Multilateral Trading Systems
- Financial Consequences of Terrorism
- Natural Disasters and Financial Markets
- Energy Markets
- Personal Finance
Certificate
On successful completion of this training course, Oxford Management Centre Certificate with eligible Continuing Professional Education credits (CPE) from National Registry of CPE Sponsor will be awarded to the delegates
In association with
FREQUENTLY ASKED QUESTIONS
Yes, we provide assistance in securing both hotel reservations & entry visa on all our international training venues, for delegates attending our training courses. For further information / assistance, please contact our Customer Service at:
- Telephone: +971 50 985 0174
- E-mail: info@oxford-management.com
Yes, Oxford Management Centre is accredited by the following professional bodies;
National Association of State Board of Accountancy (NASBA)
The Oxford Management Centre is registered with NASBA as a sponsor of Continuing Professional Education (CPE) on the National Registry of CPE Sponsors. NASBA have final authority on the acceptance of individual courses for CPE credit.
Yes, discounts are available. For further information please call +971 50 985 0174 or email, info@oxford-management.com
Note: Discounts are not applicable with any other special offer that may be available.
All course bookings made through Oxford Management Centre are non-refundable. By registering for a course, you acknowledge and accept that fees are payable in full and are not subject to refund under any circumstances, including but not limited to participant dissatisfaction, changes in personal or professional circumstances, or partial attendance.
Oxford Management Centre reserves the right to make reasonable adjustments to course content, trainers, or schedules where necessary, without entitling delegates to a refund. Full details of each course – including objectives, target audience, and content – are clearly outlined prior to enrolment, and it is the responsibility of the delegate to ensure suitability before booking.
There are 2 easy ways to register:
- Online: Select the training course you want to register for, Click the “Book Your Place” button on the course page, complete the form and click submit.
- E-mail: Send your details to info@oxford-management.com
We request that all cancellations be made at least one week before the class start date. You may reschedule this class without any penalty. If not, a $250 fee will be charged for cancellations received less than one week before a class begins and for no-shows. Cancellation penalties and any fees incurred by Oxford Management Centre will be deducted from refunds.
For more information request, email info@oxford-management.com or call +971 50 985 0174.
The classroom training fees include course presentation, relevant materials, physical & digital documentation, lunch and refreshments served during entire training. Accommodation and transportation are not included in the training course fees.
While, online training fees cover the course presentation and digital documentation and relevant materials.
The Oxford Management Centre Certificate of Completion with corresponding CPE credits shall be awarded to delegates who has successfully completed the training course.
Payment must be received before the training course commences. You can make payment by bank draft, cash, credit card or wire transfer.
Note: If the payment is not received, Oxford Management Centre has the right to refuse admission.
Upon receipt of your registration form, we will send you the following by e-mail:
- Registration Confirmation
- Invoice/Receipt (where appropriate)
If you register online you will receive an e-mail within 24 hours confirming your registration.