Advanced Diploma in Asset Management

Discover the ins and outs of the dynamic asset management industry. Learn about financial markets, asset classes, and investment styles, as well as the impact of geopolitical events and emotional biases on decision-making, portfolio management and market behaviour. With these skills, you’ll be equipped to confidently navigate the asset management industry and provide valuable insights to your team and clients.

Classroom Hours: 26 hours

A clear understanding of the compliance rules and regulations governing asset management is critical for operating in the industry. However, it is not enough to know the rules. This module also teaches you that ethical conduct goes beyond what is required by law. It forms the backbone of an enduring and trusting relationship with clients and investors, and provides a good compass in situations of ethical and moral dilemmas.

Classroom Hours: 13 hours

In today’s fast-paced investment landscape, access to accurate and timely data is essential for success. This module provides you with an overview of the various sources of investment data and teaches you how to extract, evaluate, organise, and analyse data to make informed investment decisions for your team and clients.

Classroom Hours: 13 hours

Alternative investments are growing in popularity as a means of diversification within an investment portfolio. This module provides an excellent introduction to the different types of alternative assets, their risk-reward profiles, and how to use them effectively within an investment portfolio. You will also learn how to identify and address some common misperceptions of investing in alternatives.

Classroom Hours: 19.5 hours

This module provides an overview of the technical building blocks for asset management. Learn about different investment fund types and structures, and how to evaluate their fact sheets, pricing, fees, and performance. Examine the challenges and opportunities faced by asset management firms and gain insights into the supporting functions that make it all possible.

Classroom Hours: 13 hours

Private markets offer investors return and diversification benefits that may not be available through publicly traded assets. This module teaches you how to assess and execute a private equity and venture capital investment opportunity. Learn to build an investment case, do diligence on a target company, and work through a standard investment process towards completion. Gain insights into post-investment related priorities, workstreams, risks and exit strategies.

Classroom Hours: 13 hours

A significant part of an asset manager’s work with investors is clarity in communication. This module teaches you how to understand individual and institutional clients and employ an advisory model based on their needs. You will also practise applying communication techniques to build rapport with clients, make effective pitches, and manage stakeholders.

Classroom Hours: 13 hours

This module provides an overview of the technologies disrupting the asset management industry. Learn how Artificial Intelligence and Machine Learning are revolutionising the investment process. Gain insights into the emergence of Robo-advising, including its value proposition, constraints, and impact on the industry. By the end of this module, you will be able to navigate the rapidly evolving asset management landscape.

Classroom Hours: 13 hours

As investors are more conscious of environmental, social, and governance (ESG) factors, it is essential to stay ahead of the curve. Gain an appreciation of why ESG considerations are increasingly important for asset management. Explore the current state of ESG investing, differing ESG standards and practices across the world, and the work that still needs to be done to truly achieve sustainable investing.

Classroom Hours: 13 hours