An Intensive 10-day Training Course
Sustainable & Strategic Investment Management
Modules
This course is split in two modules:
Module 1: Sustainable Investment
Module 2: 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
Certificate
Oxford Management Centre Certificate will be provided to delegates who successfully completed the training course.
In association with
Duration
10 Days
Format
Language
English
