Asset management academy
Asset management academy
Asset management academy
Through our technology and partnerships, we make finance accessible to everyone, irrespective of background.
Who is this Programme for?
SUMMER ANALYST TRAINING PROGRAMME
AS PART OF YOUR UNIVERSITY PROGRAMME
HIGH POTENTIAL CANDIDATES
Who is this Programme for?
SUMMER ANALYST TRAINING PROGRAMME
AS PART OF YOUR UNIVERSITY PROGRAMME
HIGH POTENTIAL CANDIDATE
SUMMER ANALYST TRAINING PROGRAMME
AS PART OF YOUR UNIVERSITY PROGRAMME
HIGH POTENTIAL CANDIDATES
SUMMER ANALYST TRAINING PROGRAMME
AS PART OF YOUR UNIVERSITY PROGRAMME
HIGH POTENTIAL CANDIDATES
Asset management Overview
Asset management Overview
Start with on-demand Content & Quizzest
ASSET MANAGEMENT STRUCTURE & ROLES
Take a deep dive into all of the different roles and functions in an asset management firm.
What does each job involve and what kind of skill sets are required to excel.
INVESTMENT STRATEGIES & PROCESS
Top down vs bottom up, growth vs value, active vs passive. We detail how investment styles differ and
which client type they are most appropriate for.
CAPITAL MARKETS EXPECTATIONS
We break down the economic cycle into four phases and explore how economies and
financial asset prices typically behave in different points in the cycle.
ASSET ALLOCATION & REBALANCING
Optimising investment performance by gearing the asset allocation strategy to the economic cycle.
We also explore how fund managers rebalance their portfolios at the end of each quarter.
GLOBAL MACRO, MONETARY POLICY & ECONOMIC DATA
Exploring how changing macro conditions drive asset price trends and how to use data to track economic developments.
Understanding monetary policy and how this can significantly change asset price correlations.
EQUITY MARKETS
What are equity markets, how do their structures vary and what are the investment
strategies used in the equity asset class.
COMMODITY MARKETS
Understanding the laws of supply and demand and how this drives price change. Also,
exploring how geopolitical factors can influence supply side dynamics.
BOND MARKETS
Exploring the factors that drive bond price volatility. How does inflation and interest rates alter the
shape of the yield curve and how does credit worthiness impact ratings.
BEHAVIORAL FINANCE
Understanding how behavioural factors can have a powerful impact on sentiment.
Exploring the psychology and gains and losses and howe cognitive biases can dominate our decision making.
SIMULATION PREPARATION
Step-by-step training to prepare you to undertake your role of a portfolio management in the
advanced simulation event.
LIVE SIMULATION EVENT
Join our senior team live and online to take our advanced asset management simulation training and assessment.
Experience the same simulation as used by global financial institutions to train their new hires.
PERFORMANCE REVIEW
Receive a detailed review on your own performance to learn how to leverage your scores in your applications and interviews.
Metrics include: Return on Investment, Risk Management, Rebalancing & Risk Appetite.
INDUSTRY INSIGHTS
Join successful asset managers from across the industry to hear their top tips on how to secure and
then perform in your role.
Start with on-demand Content & Quizzest
ASSET MANAGEMENT STRUCTURE & ROLES
Take a deep dive into all of the different roles and functions in an asset management firm.
What does each job involve and what kind of skill sets are required to excel.
INVESTMENT STRATEGIES & PROCESS
Top down vs bottom up, growth vs value, active vs passive. We detail how investment styles differ and which client type they are most appropriate for.
CAPITAL MARKETS EXPECTATIONS
We break down the economic cycle into four phases and explore how economies and
financial asset prices typically behave in different points in the cycle.
ASSET ALLOCATION & REBALANCING
Optimising investment performance by gearing the asset allocation strategy to the economic cycle.
We also explore how fund managers rebalance their portfolios at the end of each quarter.
GLOBAL MACRO, MONETARY POLICY & ECONOMIC DATA
Exploring how changing macro conditions drive asset price trends and how to use data to track economic developments.
Understanding monetary policy and how this can significantly change asset price correlations.
EQUITY MARKETS
What are equity markets, how do their structures vary and what are the investment
strategies used in the equity asset class.
COMMODITY MARKETS
Understanding the laws of supply and demand and how this drives price change. Also,
exploring how geopolitical factors can influence supply side dynamics.
BOND MARKETS
Exploring the factors that drive bond price volatility. How does inflation and interest rates alter the
shape of the yield curve and how does credit worthiness impact ratings.
BEHAVIORAL FINANCE
Understanding how behavioural factors can have a powerful impact on sentiment.
Exploring the psychology and gains and losses and howe cognitive biases can dominate our decision making.
SIMULATION PREPARATION
Step-by-step training to prepare you to undertake your role of a portfolio management in the
advanced simulation event.
LIVE SIMULATION EVENT
Join our senior team live and online to take our advanced asset management simulation training and assessment.
Experience the same simulation as used by global financial institutions to train their new hires.
PERFORMANCE REVIEW
Receive a detailed review on your own performance to learn how to leverage your scores in your applications and interviews.
Metrics include: Return on Investment, Risk Management, Rebalancing & Risk Appetite.
INDUSTRY INSIGHTS
Join successful asset managers from across the industry to hear their top tips on how to secure and
then perform in your role.
What is the live Simulation event?
What is the live Simulation event?
Performance feedback
Performance Feedback
Accredited qualification
Accredited qualification
WHAT CAN YOU EXPECT FROM THE ASSET MANAGEMENT ACADEMY?
The Academy starts with a deep dive into the different roles within an asset management firm, market structures and role objectives before you take the advanced Asset Management simulation.
In the simulation you receive role specific training as a portfolio manager.
As a portfolio manager you learn how to execute the investment process of a) Know your client b) Understand your investment constraints c) Perform a macro analysis of economic conditions d) Form tactical geographic and asset allocation biases e) Construct your portfolio f) Manage your portfolio through the volatility of the unfolding economic cycle g) Learn how to rebalance your portfolio at the end of each quarter.
The CV impact this experience can have is hard to overstate if you are looking for a role in asset management.
After the simulation you will then access our deep catalogue of key theory related to the role.
IS THERE A COST TO THE ACADEMY?
HOW DO I GET FAST-TRACKED?
HOW DO I TAKE PART?
HOW LONG WILL IT TAKE?
WHAT CAN YOU EXPECT FROM THE ASSET MANAGEMENT ACADEMY?
The Academy starts with a deep dive into the different roles within an asset management firm, market structures and role objectives before you take the advanced Asset Management simulation.
In the simulation you receive role specific training as a portfolio manager.
As a portfolio manager you learn how to execute the investment process of a) Know your client b) Understand your investment constraints c) Perform a macro analysis of economic conditions d) Form tactical geographic and asset allocation biases e) Construct your portfolio f) Manage your portfolio through the volatility of the unfolding economic cycle g) Learn how to rebalance your portfolio at the end of each quarter.
The CV impact this experience can have is hard to overstate if you are looking for a role in asset management.
After the simulation you will then access our deep catalogue of key theory related to the role.