ASSET
MANAGEMENT
ACADEMY

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

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

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.

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

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.

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

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

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

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

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.

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.

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

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

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

Applying this theory into the current context of financial markets.

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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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