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An Interactive 5-Day Training Course

Certificate in Strategic Investment Management

Strengthen portfolio resilience through disciplined strategy, risk insight, and market intelligence.

This Strategic Investment Management training course equips professionals with advanced strategic frameworks and practical tools to navigate volatile markets, optimise asset allocation, and build resilient investment portfolios aligned with modern risk, return, and sustainability dynamics.

Core Competencies:

Portfolio Strategy Design
Investment Risk Insight
Market Performance Analysis
Strategic Asset Allocation

Course Schedule

09 - 13 Feb 2026

London

| $5950

20 - 24 Jul 2026

London

| $5950

19 - 23 Oct 2026

Dubai

| $5950

16 - 20 Nov 2026

Paris

| $5950

21 - 25 Dec 2026

London

| $5950

21 - 25 Dec 2026

Online

| $3950

On this Page

Introduction Key Learning Outcomes Training Methodology Who Should Attend? Outline

Introduction

Investment management has become increasingly complex due to market volatility, rapid technological change, global crises, and evolving investor expectations. Strategic decision-making is now essential to protect capital, capture opportunity, and achieve long-term performance across diverse asset classes. Investors and financial professionals must understand how macroeconomic forces, behavioural dynamics, and financial innovation influence markets and portfolio outcomes.

This Certificate in Strategic Investment Management training course provides a structured and forward-looking perspective on modern investment strategy. It examines how different asset classes, including securities, real estate investments, new ventures, and sustainable investments, can be combined into resilient portfolios. The course explores active and passive investment approaches, portfolio construction techniques, performance measurement, and the strategic use of derivatives. Participants gain the capability to assess market inefficiencies, manage risk proactively, and make informed investment decisions in uncertain environments.

Key focus areas include:

Strategic asset allocation and portfolio construction
Market inefficiencies and behavioural influences
Risk management using financial instruments
Portfolio performance evaluation and optimisation

Key Learning Outcomes

At the end of this Certificate in Strategic Investment Management training course, participants will be able to:

Apply modern portfolio theory to real-world investment decisions
Analyse market dynamics and identify strategic investment opportunities
Construct diversified portfolios aligned with risk and return objectives
Use derivatives strategically to hedge and manage portfolio risk
Evaluate portfolio performance using appropriate financial metrics
Interpret emerging trends affecting global investment markets

Training Methodology

This Certificate in Strategic Investment Management training course is delivered through a highly participative learning approach that combines structured presentations, applied simulations, worked examples, and facilitated discussions. Real-world scenarios and empirical studies are used to reinforce strategic thinking and practical application across different investment environments.

Who Should Attend?

This Certificate in Strategic Investment Management training course is ideal for professionals seeking to:

Investment and portfolio managers
Financial analysts and advisors
Treasury and finance professionals
Institutional and private investors
Risk management and performance specialists
Professionals involved in capital allocation and investment strategy

Course Outline

Day 1

The Current Investment Environment and Asset Allocation Strategies

Investment Opportunities
Required Rate of Return
Sustainable Investment Strategies
Risk and Return
Portfolio Theory
Capital Market Theory
Asset Pricing Models

Day 2

Inefficient Markets

Efficient Market Hypothesis
Market Anomalies
Environmental Finance
Behavioural Finance
Equity Valuation Models
Extreme Portfolio Selection (Momentum and Contrarian Trading)
Financial Crises and Pandemics (SARS and COVID-19)
Noise Trading

Day 3

Application of Financial Derivatives

Bond Pricing
Interest Rate Risk Management
Derivative Instruments
Forward, Futures and Options
Fixed Income Portfolio Management
Passive Bond Portfolio Strategies
Matched-Funding Techniques
Active Bond Management Strategies
Buy Write Strategy

Day 4

Portfolio Management & Performance Measures

Passive Equity Portfolio Management Strategies
Active Equity Portfolio Management Strategies
Top-Down Investment Process
Strategic Asset Allocation
Tactical Asset Allocation
Style Investing
Value versus Growth
Hedging Portfolios
Islamic and Conventional Fund Management

Day 5

Recent Developments and Personal Finance

Brexit
Multilateral Trading Systems
Financial Consequences of Terrorism
Natural Disasters and Financial Markets
Energy Markets
Personal Finance

International Standards & Professional Alignment

Our training courses are aligned with internationally recognised professional standards and frameworks across leadership, strategy, finance, governance, risk, compliance, and audit. By integrating globally trusted models, we ensure learners develop practical, relevant, and industry-recognised capabilities.

Our trainings draw on leading international standards and professional frameworks, including ISO, ISACA, COSO, OECD, IIA, FATF, Basel, IFRS/ISSB, GRI, NIST, CPD, ILM and the OECD AI Principles. This alignment ensures consistency with global best practices across financial management, risk oversight, digital governance, sustainability, and strategic decision-making..

Designed in alignment with globally recognised professional bodies, our courses support continuous professional development, strengthen organisational capability, and provide clear pathways toward professional certifications valued worldwide.