Institutional Asset Management
Target Group:
Portfolio Managers, Investment Analysts and Product Specialists who are actively engaged in fixed-income, equities and derivatives markets. For those who would like to improve their communications skills using specialized language specific to the investment field. In addition, this workshop is for those who would like to share their experiences with other investment specialists.
Seminar Target:
The focus will be on using appropriate terminology associated with investments.Participants in this seminar will improve their ability to:
- Establish good relationships with international institutional investors
- Determine an investor's risk tolerance through effective questions
- Discuss investment goals and benchmarks for measuring performance
- Describing historical investment performance and track record
- Speak confidently about market movements and trends
- Persuade an investor that you can achieve the projected return on investment
- Justify the management fees and margin you intend to charge
Content:
- Explaining the asset allocation and weighting of investment portfolios
- Talking about the company's past performance and future projections
- Presenting tailor-made investment strategies
- Advising risk-averse investors on various investment products
- Pointing out risks and opportunities associated with various asset classes
Methods:
Trainer input to provide framework, role plays, simulations.
Participant output will be videotaped for analysis and feedback.
Comments:
Participants should be prepared to speak English throughout the seminar.
The seminar will continue in the evening with group activities and discussions.
The evening activities are designed to further improve and reinforce language skills.
Participants are strongly encouraged to take part in these events.
Pre-requisites:
All participants must fulfill the requirements for an English language professional skills seminar at an intermediate level: The "Pre-Course Questionnaire" returned to Personnel.
Participants: 8 max.
Duration: 3 days
This is a sample workshop description. Each workshop is tailored to the clients' specific needs. You choose the format, length, objectives and content.
