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Programme content

Unraveling complexity and deepening knowledge

Develop a fuller understanding of key investment management themes and a practical understanding of equity and fixed-income portfolio management that can be actioned immediately on your return to work. 

We take full advantage of our connections to the city’s leading financial organisations to give theoretical models a dynamic real-world context and allow you to develop a truly global perspective on strategic investment management.

  • What you learn
    • Modern portfolio theory.
    • Fixed income and equity investments.
    • Strategic asset allocation.
    • Behavioural finance.
    • Performance evaluation.
    • Passive and active investment vehicles.
    • Portfolio optimisation.
    • Risk management.
    • Alternative asset classes
    • Current and future trends in asset management 
    • Macroeconomic trends
  • How you learn

    How you learn


    Carry out in-depth analysis of real-world case studies, collaborate with your global peer group, share personal experiences and debate the issues – to really put theory into practice. Leave the programme with new insights, research findings and innovations that you can apply to your role.


    You are challenged and inspired through faculty-led lectures and guest speaker sessions with handpicked business leaders. Receive one-to-one coaching on your personal leadership objectives and strategies for implementing what you have learned in your role after the programme ends.


    Case Study Analysis

    Group work with your diverse and experienced peers adds breadth to the learning on the programme. Through a series of case study scenarios (including a top-down review of the Harvard Management Company), you consider the business impact of financial and investment theory, and the investment decisions made. This not only prompts discussion and debate but is a valuable opportunity for you to gain practical insights into performance measurement and asset allocation.


    Guest Speaker Insights

    Take advantage of engaging speaker sessions and access the latest in financial thinking. A stellar line up of financial influencers include Jean-Francois Lambert, Prasad Ramani, Dipankar Shewaram and Michael Berns who speak on a range of topics from Commodities, Behavioural Finance Biases to AI. Explore expert biases in financial decision making and identify your own reasoning in our Behavioural Finance exercise. Gain a practical understanding of cutting edge investment management trends and deepen your knowledge of innovative financial themes such as Robo-advisors, RegTech and FinTech.


    Investment Fund Simulation

    On the programme you’ll take part in a real-time trading simulation. Divided into groups, you’re given $1,000,000 to invest. Your group designs and implements an investment strategy to get a flavour of what it’s really like to manage an investment fund. You also gain experience of how to create a strategy which keeps everyone on board.



  • Your learning experience

    Your learning experience


    • Welcome and introduction
    • Introduction to investment management 
    • Overview of global economic influences and factors affecting investments 
    • Behavioural finance and investor psychology in decision making
    • Demographics lead investing - perceiving and recognising trends
    • The role of corporate board investment committees
    • Overall investment goals and objectives
    • Optimal portfolio allocations by asset class
    • Introduction to pension fund simulation


    • Equities portfolio: long-term versus short-term investing
    • Long run returns
    • Portfolio optimisation
    • Multi-factor models
    • Performance evaluation - style analysis versus multi-factor models
    • Pension fund simulation


    • Fixed income and bond portfolio management. Case review: The Norwegian Oil Fund 
    • Strategies for taking advantage of risk premia. Case review: Long Term Capital Management 
    • Credit and other risk
    • Required rates of return
    • Methods and tools for measuring fixed income portfolio performance
    • Benchmarking
    • Risk mitigation, hedging instruments and derivatives
    • Pension fund simulation


    • Asset management: the past, the present & the future 
    • Alternative asset classes: private equity, hedge funds, private placement market
    • Alternative asset classes: commodities 
    • Alternative asset classes: real estate
    • The arts and fine living as investable assets
    • Pension fund simulation


    • Pension fund simulation group presentations
    • Social responsible investing; growing allocations in portfolio strategies and long-term performance 
    • Identifying top performing managers 
    • Future of asset management
    • Recap of key learning and take away sheets

Key details

Duration: 5 days
Next start: 18 Mar 2019
Fees: £7,500
Location: London

2019 dates and fees:

  • 18 - 22 Mar 2019
  • 07 - 11 Oct 2019
  • Fees: £7,500