Strategic Investment Management - CPD Training Course

Seminar Overview

During this half day workshop, delegates will be able to deepen their understanding of key investment theories and gain a practical understanding of equity and fixed-income portfolio management. Delegates will obtain a sound foundation in investment strategy which they may apply in their organization to maximise their portfolio's performance.



The following topics will be covered:

  • 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 


Who should attend?

Private bankers/wealth managers, client relationship managers, pension fund and endowment trustees, insurance company employees, independent financial advisors, family office and HNWI employees, consultants, legal counsel, risk managers, analysts and portfolio managers.

Any other professionals interested in developing their knowledge and skill-sets within the Investment sector.  



A CPD certificate will be provided to all attendees, which may be considered appropriate by your company for the accrual of CPD hours. This course will qualify for 3 CPD hours.

To Reserve a Place

Email This email address is being protected from spambots. You need JavaScript enabled to view it., call +44 (0)20 7422 0063 or book online. You will receive confirmation of your booking within 24 hours. Price inclusive of all course material. Price exclusive of VAT. 

Training and Venue Information

CPD Authorised Yes
Event Date 16-05-2019
Event End Date 16-05-2019
Event Time 10:00 - 13:00
Price £210.00
Location SIX Financial Information UK (EC2),  6 Devonshire Square, London EC2M 4YE, UK
£210.00 1000