ASSET
MANAGEMENT
ACADEMY

Level 1 LIVE simulation with senior Amplify team
On-demand content | Accredited Level 4 Diploma

Portfolio Manager

Construct global macro portfolio

Research Analyst

Manage multi-asset allocation strategy

Sales & Distribution

Maximise assets under management

ACADEMY OVERVIEW

UNDERSTANDING THE ROLE

ACADEMY INTRODUCTION

Where does an asset management company sit within the structure of the financial sector, what are the roles within the company.

ASSET MANAGEMENT ROLES

What do the people in the following roles actually do? Fund manager, research analyst, execution trader, sales & distribution, technology and relationship manager.

INVESTMENT STRATEGIES

Exploring typical investment strategies: Top down vs bottom up, growth vs value, single or multi asset, active vs passive, constrained vs unconstrained, income vs capital growth.

THE INVESTMENT PROCESS

What are the different steps required to build an investment portfolio. KYC, investment policy statements, capital markets expectations and risk constraints.

CAPITAL MARKETS EXPECTATIONS

Exploring the changing economic conditions typically found in each of the four phases of the cycle and judging which phase of the cycle the economy is currently in.

ASSET PRICE BEHAVIOUR THROUGH THE ECONOMIC CYCLE

How do asset prices typically behave through the four phases of the economic cycle and how does the monetary policy cycle play a role.

ASSET ALLOCATION & REBALANCING

Developing geographical biases and then using the benchmark index as a base, build your portfolio with asset allocation overweight and underweight positions.

HOW TO PLAY

SIMULATION STRUCTURE & OBJECTIVES

Strategy guidance, client risk constraints, performance metrics and the simulation platform overview.

PORTFOLIO CONSTRUCTION

How to use the economic research, portfolio builder spreadsheet and simulation investment platform to create your portfolio.

PORTFOLIO MANAGEMENT

How to use the investment platform to track breaking news and portfolio P&L. How to rebalance and evolve your strategy as the economic conditions change.

Additional Content

WHAT ARE EQUITY MARKETS?

Head of Market Analysis Anthony Cheung explains what an equity is and why it exists. Also covered is what traders look at in these markets and the difference between macro and micro analysis.

MARKET STRUCTURE

A look at the structure of the trading day to understand regular patterns of increased volume and volatility.

EQUITY SECTORS EXPLAINED

AmplifyME Director Eddie Donmez goes into a detailed explanation on equity sectors in the context of the broader business cycle and economic environment.

WHAT ARE COMMODITY MARKETS?

What is a commodity market and understanding the different classifications and terminology used in this market.

THE LAW OF SUPPLY AND DEMAND

Applying this theory into the current context of financial markets.

WHAT MAKES OIL PRICES MOVE?

A look at what factors influence the price of crude oil from the weather to supply quotas from the world's largest oil producing exporters.

WHAT MAKES GOLD PRICES MOVE?

A look at what factors influence gold and metal prices, from use in industrial activity to a store of value in an investment portfolio.

INTRODUCTION TO GEOPOLITICS

A look at some of the key geopolitical areas of interest to traders and how these can impact certain commodity prices.

WHAT IS A BOND?

Understanding what a bond is and the purpose it serves through a practical example.

WHAT MAKES BOND PRICES MOVE?

A look at the main factors that move government bond prices and how traders use the bond market as in indication of market sentiment.

INTRODUCTION TO MACRO FUNDAMENTALS

A look at how the economic machine works and what factors market participants look at when forecasting their economic outlook.

INTRODUCTION TO MONETARY POLICY

Piers explains how a central bank manages an economy through monetary policy, examining what inflation is and how unconventional policy like quantitative easing works.

READING MARKET SENTIMENT

Identifying market sentiment is critical to day trading and longer-term investing. Here we review the key concepts to be aware of.

MACRO PREPARATION FOR NEWS DRIVEN EVENTS

Understand the process behind strategic macro decisions and how to build a framework of scenarios in advance of time to reactive effectively to newsflow.

FISCAL & MONETARY POLICY EXPLAINED

An infographic explaining how an economy is driven by these two defining factors; fiscal and monetary policy.

ECONOMICS TERMINOLOGY EXPLAINED

A useful primer for some of the regular terminology used in markets and useful links to develop your learning further.

TRADING GLOSSARY (JARGON BUSTER)

A crib sheet of the most commonly used words and phrases when referring to the global financial markets.

BEHAVIOURAL FINANCE

Why economic theory alone does not always apply in the pricing of assets. In this lesson Managing Director Will explains how market behavioural works.

INTRODUCTION TO TRADING PSYCHOLOGY

An introduction to the topic of psychology and why it is important to investing. Also covering the'prospect theory'.

PSYCHOLOGY OF GAINS AND LOSSES

How the brain reacts differently to gains and losses and practical steps to manage emotional variance.

MEET YOUR

INSTRUCTOR

MEET YOUR

INSTRUCTOR

Piers Curran

Started his career as part of the global macro asset management team at HSBC in 2001, before becoming a fixed income trader at US firm GHCO. He co-founded Amplify in 2009 and is the acting Head of Trading.

ASSET MANAGEMENT

GRADUATE DESTINATIONS

FREQUENTLY ASKED

QUESTIONS

WHAT CAN YOU EXPECT FROM THE ASSET MANAGEMENT ACADEMY?

Want to work in Asset Management?

This academy will give you all the tools necessary to break into and thrive in a buy-side role.

We have designed an Asset Management simulation that puts you in the seat of a fund manager managing a $20m portfolio with the objective of outperforming the benchmark.

The simulation event lets you apply the core theory delivered by Piers Curran when you start the academy, developing your practical skill-set in asset management.

These are the same simulations that we use to train the analysts at the finest financial firms such as Citadel, Amundi, M&G & Legal and General.

You will have to move in and out of live positions, allocate capital to your best investment ideas and react to breaking news to maximise your return on investment.

So what are you waiting for? If you are looking to become a Portfolio Manager in the future - this is the first step to gain the necessary knowledge and PRACTICAL experience that will wow your interviewers.

After taking our simulations, AmplifyME candidates have gone onto secure roles at Blackrock, DE Shaw, Brookfield and JP Morgan asset management.

IS THERE A COST TO THIS ACADEMY?

Yes the on-demand content and live simulation experience together are both £300.

HOW DO I GET FAST-TRACKED?

We are the only platform that delivers practical training and simultaneously provides direct recommendations to financial institutions using your simulation performance data. Your performance data will only be shared if a) you give us permission to share it and b) if it will positively affect your application.

WHAT PREREQUISITE KNOWLEDGE DO I NEED TO TAKE PART IN THIS ACADEMY?

This academy is suitable for an undergraduate student from any degree discipline with an interest in finance. The thorough on-demand content in the academy will fully prepare you before the live simulation event and put you in the best position to perform well.

HOW MANY HOURS OF CONTENT ARE THERE AND HOW DOES THE LIVE SIMULATION EVENT WORK?

The on-demand content includes 30 videos which covers an amazing breath and depth of topics over 8 hours. As soon as you paid for the academy you book your place on the live Asset Management Academy simulation.

I'M ALSO INTERESTED IN THE SUMMER ANALYST PROGRAMME TO FIND WHICH ROLE IS BEST FOR ME, CAN I DO BOTH?

The Asset Management academy is an excellent programme that you can START NOW. Our Summer Analyst Programme is by far the most comprehensive Amplify programme, covering topics in Investment Banking, Global Markets, Quantitative Finance & Proprietary trading as well as Asset Management. 50% of any academy fees paid are refunded when joining the Summer Analyst Programme.