Investment Management
Keep up to date with investment management challenges and opportunities in a competitive environment to ensure efficient capital allocation to meet the financial needs of all stakeholders.
Investment Management
Investment Management
0.5 CPD
Video
31.01.24
Multi-asset investing in 2024: comeback or reset?
Examine current correlations between asset classes, the risk implications of these, and various scenarios for inflation to help you figure out what to do.
Investment Management
0.5 CPD
Video
07.02.24
Use and abuse of IRRs
Find out what IRR’s don’t tell you about the timing of your investments, and the best way to evaluate the timing of every decision.
Investment Management
0.5 CPD
Video
11.10.23
Balance sheet risk
Andrew Lapthorne, Global Head of Quantitative Research Societe Generale explains what balance sheet risk is, why it matters, and what you can do about it.
Investment Management
0.75 CPD
Video
06.12.23
Selecting fixed income strategies - a practitioner's perspective
Explore the crucial qualities fixed income managers need to succeed in both their careers and their investment strategies.
Investment Management
0.5 CPD
Video
29.11.23
Using risk statistics to explain your investment performance
Risk is the enemy of performance – right? Define how you can use risk measurement to more accurately measure your performance against the benchmark.
Investment Management
0.5 CPD
Video
15.11.23
A golden era for private credit
Have private credit investors ever had it so good? Login to learn what is making this asset class more attractive, and how to take advantage.
Investment Management
1 CPD
Video
26.09.23
Guy Spier - The boundaries of ethical value investing
Guy Spier, Author and Investor, uses the example of the coal industry to explore why he is moving further towards ethical value investing. Auto-tracked CPD available to members.
Investment Management
0.5 CPD
Video
05.07.23
Robust outperformance with equal-weighted portfolios
As indices become more concentrated, consider why creating an equally weighted portfolio can deliver more consistent outperformance.
Investment Management
0.25 CPD
Video
28.07.22
How understanding economic cycles can help predict equity returns
ECONOMICS APPLIED TO THE INVESTMENT PROCESS LEARNING PLAN, MODULE 1: Mike Bell, CFA, Executive Director, Global Market Strategist, J.P. Morgan Asset Management outlines how economic cycles work, the drivers of these cycles, and how understanding them can help you more accurately predict equity returns.
Investment Management
0.25 CPD
Video
28.07.22
How economic data can help predict index level earnings
ECONOMICS APPLIED TO THE INVESTMENT PROCESS LEARNING PLAN, MODULE 2: Ed Smith, CFA, Co-Chief Investment Officer, Rathbones Group PLC outlines the correlation between earnings and economics, and how historical data presents a pathway to predicting earnings more precisely.
Investment Management
0.25 CPD
Video
28.07.22
How to identify emerging market crises
ECONOMICS APPLIED TO THE INVESTMENT PROCESS LEARNING PLAN, MODULE 5: Nandini Ramakrishnan, Macro Strategist, Equities at JP Morgan Asset Management introduces you to emerging market crises, why EM’s are particularly vulnerable to them, and the strategies you can adopt to avoid them.
Investment Management
0.25 CPD
Video
28.07.22
The impact of inflation regimes on asset returns
ECONOMICS APPLIED TO THE INVESTMENT PROCESS LEARNING PLAN, MODULE 6: Janet Mui, CFA, Head of Market Analysis, RBC Brewin Dolphin discusses inflation regimes, how different policy responses to the economy change the market environment, and how you can analyse markets more accurately by analysing regimes in-depth.
Investment Management
0.5 CPD
Video
24.05.23
The equity-bond relationship and the 60/40 portfolio - doomed to fail?
The relationship between equities and bonds is changing – find out if a new approach is required, and whether the 60/40 portfolio is still relevant today.
Investment Management
0.5 CPD
Video
13.02.19
Capitalisation of operating leases
Leasing has faced a crucial regulatory change in recent years – learn and understand how the new rules work, and the implications for investors.
