Train your teams in capital markets.

Financial markets

Understand the purpose and mechanics of financial markets: their participants, instruments and role in financing the economy.

1. A short history of stock exchanges and a few crashes
2. Types of markets and their contribution to the real economy
3. Financial markets and corporate financing
4. Overview of instruments: equities, bonds, money market instruments
5. IPOs: why and how
6. How markets work and how prices are formed

Asset management

Understand how an asset manager is organised, its businesses and its operating chain from front to back office.

1. Asset management participants and regulation
2. Main investment styles and fund types
3. The operating chain: front, middle and back office
4. Risk, performance and reporting
5. Current topics: ESG, active ETFs, tokenisation

Performance measurement and attribution

Master performance calculation and attribution methods and know how to control the results.

1. Performance calculation: methods and special cases
2. Risk and risk-adjusted performance indicators
3. Equity and fixed income attribution models
4. Controls and portfolio commentary
5. Practical cases on anonymised real portfolios

GIPS standards

Understand the requirements of the GIPS standards and prepare a claim of compliance or a verification.

1. Principles and scope of the standards
2. Building and maintaining composites
3. Performance presentations and required disclosures
4. Preparing for verification

ESG weak signals and controversies

Understand how a controversy builds up, spot its signals before they reach ratings, and turn them into investment and risk decisions.

1. From weak signals to controversies: definitions and stakes for an asset manager
2. Overview of sources: news, alternative data, ESG ratings
3. Greenwashing: mechanisms and regulatory risk (SFDR)
4. Embedding signals in investment and risk control processes
5. Case studies of recent public controversies