Investment Management

MicroMasters Program

Level:

Beginner/
Intermediate

Duration:

120 hours

Effort:

4-6 Hours weekly

Language:

Arabic/English

Price:

£ 2000

Why Investment Management MicroMasters?

This MicroMasters is an introduction to different investment fields, from equities, to hedge funds to fixed income. We will help you to learn how professional financial analysts evaluate companies. The course is suitable for students seeking employment with a brokerage company, investment house or financial services company with responsibilities in evaluating and selecting equity securities for investment portfolios.

Equity Portfolio Management is a comprehensive survey of the key drivers and features of managing a portfolio of equities. Through this interactive online MicroMasters we will provide you with a solid material of equity product categories and portfolio management techniques.

You will leave this online class with a clear understanding of key products and investment management strategies used by portfolio managers, enhancing the opportunity for success in this increasingly complex area. Further, in the MicroMasters, you’ll look at the different yield curve shapes and review their implications for the economy and business cycle. We’ll also look at the primary and secondary markets and review the mechanics of treasury auctions.

In addition, you will come to understand how hedge funds function as an industry. Special attention will be given to the infrastructure and mechanics of the hedge fund space. You will learn about fee arrangements, liquidity constraints and the legal structures investors use to access hedge funds. An in-depth analysis of all hedge fund strategies, from equity long short to distressed will be discussed in this course. A case study of an institutional investment in a hedge fund will give you special insight into how sophisticated investors invest-and divest from an investment.

When you complete this course, you will become familiar with the general structure of primary and secondary equity markets from a domestic and international perspective. Beginning with introductory finance notions of risk and return, we examine qualitative concepts such as market efficiency and valuation.

Who is this program for?

Participants are expected to have a basic knowledge of economics or finance or equivalent work experience. Knowledge of econometrics is helpful but not required. This program is designed for:

Syllabus

  • General Introduction and Key Concepts.
  • Major Financial Markets.
  • Other Financial Markets.
  • Financial Markets and the Economy.
  • Review of Fixed Income Concepts.
  • Passive Fixed Income Portfolio Management.
  • Active Fixed Income Portfolio Management.
  • The Capital Markets.
  • Statistical Tools for Portfolio Management.
  • Risk and Risk/Return Measurement.
  • Analyzing Portfolio Performance.
  • Portfolio Risk Management.
  • The Investment Decision Making Process.
  • Fund Overview.
  • Hedge Fund Overview.
  • Private Equity Overview.
  • Exchange Traded Funds.
  • Retirement and Estate Planning.
  • Managing the Client.
  • Review of Equity Valuation Techniques.
  • Equity Strategies.
  • Equity Securities.
  • Equity Markets and Trading.
  • Modern Portfolio Theory.
  • Capital Markets.
  • Bond Markets.
  • Bond Issuance and Risk.
  • Coupon Bonds.
  • Interest Rate.
  • Floating Rate Coupons.
  • Maturity.
  • Treasury Markets.
  • Mortgage Backed Securities.
  • Yield Curve.
  • Fiscal and Monetary Policy.
  • Primary and Secondary Markets.
  • Common Stock.
  • Preferred Stock.
  • Regulation of Financial Markets.
  • Hedge Fund Overview.
  • Hedge Fund Investment Strategies.
  • Analyzing Hedge Funds.
  • Hedge Fund Industry Infrastructure.
  • Hedge Fund Industry Trends and Challenges.
  • Background and Basics (Audit this module for Free).
  • Why Technical Analysis Works (Audit this module for Free).
  • Constructing and Interpreting Charts (Audit this module for Free).
  • Chart Patterns.
  • Introduction to Technical Indicators.
  • Testing Technical Indicators.
  • Relative Strength.
  • Technical Theories.
  • Psychology of Trading.
  • Fundamentals of Market Structure.
  • Fundamentals of Electronic Trading.
  • Mechanics of an Order Book.
  • Advanced Electronic Trading.
  • Electronic Trading in Fixed Income.
  • Innovation Guidelines.

Key Programme Takeaways

  • Advance the understanding of fundamental concepts of financial markets and market participants.

  • Evaluate the economic and industry environment in which companies operate.

  • Understand techniques for valuing equity securities. Link theories of valuation to practical aspects of investing.

  • Understand how chart patterns reflect the principles of behavioral finance.

  • Identify the trading conventions used by Foreign Exchange markets for both spot (immediate delivery) and forward (future delivery) transactions.

  • Understand how market makers and retail traders use electronic trading and buy side institutions.

Your Learning Journey

The first week is orientation week. During this week you will be introduced to the other participants in the class from across the world and you will learn about the track details, materials, assignments, and final project.

On other weeks, you have learning goals set for the week. The goals would include the online interactive lectures and completing the assignments. All assignments need to be submitted within one week.

The programme features weekly live online sessions with industry practitioners who are available to help you clarify your doubts pertaining to the content. Assignments are graded by the program faculty.

Discussion boards are an integral part of each module and provide a forum where participants can interact, share ideas, and ask questions.

Live webinars with Everest Business School provide opportunity for additional instruction as well as Q&A sessions for the group.

The Programme Support team will follow up over emails and phone calls with learners who are unable to submit their assignments on time or have any other concerns during the learning journey till sending the MicroMasters’ final grade.