Achieving investment management advantage

With the world economy still in a very changing fragile state, market trends changing rapidly, and so many issues at stake – will so many strategies being touted – executives have quite a challenge to develop the depth of knowledge needed to steer their firms to success. The Global Investors Workshop, developed by INSEAD and CFA Institute, is a unique and specifically tailored programme for middle-ranking investment professionals.

During the workshop you will gain a deeper understanding of key concepts in investment management, helping you analyse the financial implications of your decisions, and examine the breadth of investment management topics with unmatched intellectual rigour.

Key Benefits

1. Deepen your understanding of the key investment management concepts
2. Expand your knowledge of the latest practices in asset valuation, portfolio construction, and investment fund management, and your capabilities to apply them
3. Improve your investment decisions and analysis leading to better long-term results

Featured articles

Lessons From The New Financial Crisis
(The European Financial Review - December 2011)
Theo Vermaelen - Professor of Finance, The Schroders Chaired Professor of International Finance and Asset Management - writes that contrary to all beliefs that the financial crisis was coming to an end, it managed to surprise us yet once again only 3 years later. Who are we going to blame this time?
Click here to read the article.

¿Títulos soberanos o nuevos activos tóxicos?
(Mercado - December 2011 - Non English)
Far from classical instruments to manage risk, government securities today and begin to function otherwise. Why? Because issuers use them to bail out banks. So says financial expert Theo Vermaelen.
Click here to read the article.

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The Global Investors Workshop encourages participants to examine their knowledge of the key factors in portfolio management theory and security selection while also providing new insights into running a successful asset management firm. Participants are challenged to use of specific investment strategies in real-world market situations and look at new statistical techniques, strategies for fund families, as well as how to assess sovereign risks in emerging markets. 

The format of the workshop demands active participation and an important feature of the programme is the study groups, which expose participants to a wide diversity of viewpoints and investment expertise. The following key topics are covered during the workshop:

• Use of alternative investment management strategies
• Risk management, budgeting, and monitoring
• Choice of asset managers
• Key drivers of success for asset management firms and private banks
• Fund families – strategies and differentiation
• Competition in the European investment management industry
• Management of asset management firms
• Marketing – the role and value of distribution channels

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This programme brings together middle-ranking investment professionals from some 20 countries with expertise in asset management and experience working for banks, pension schemes, and asset management firms. All participants have significant experience and responsibilities in the investment decision-making process.

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“A highly recommendable programme for all senior investment professionals from all functions of an asset management firm.”

Head of Business Development
Pictet & Cie Banquiers
United States

“Excellent programme. Good mix of participants from across Europe. Tremendous blend of academics and leading industry practitioners.”

Baillie Giggord & Co
United Kingdom

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Great minds don’t think alike

INSEAD’s professors represent many cultures, disciplines, and perspectives. Led by acknowledged world experts in their own particular fields, programme faculty remain intimately close to business and most are engaged in cross-disciplinary research.*

	Massimo Massa Programme Director Professor of Finance The Rothschild Chaired Professor of Banking Co-Director of the Hoffmann Research Fund Massimo Massa teaches international finance, corporate finance, information financial economics and behavioral finance in MBA, PhD and Executive programs. He graduated summa cum laude from the Department of Economics at the LUISS University of Rome, Italy. He has obtained an MBA from the Yale School of Management and a PhD in Financial Economics from Yale University. His research interests include theory of information in financial markets, corporate finance, behavioral finance, and mutual funds. Read more...
	Theo Vermaelen Programme Director Professor of Finance The Schroders Chaired Professor of International Finance and Asset Management
	Bernard Dumas Professor of Finance The INSEAD Chaired Professor of Finance		Pascal Maenhout Associate Professor of Finance
	Subramanian Rangan Professor of Strategy and Management The Abu Dhabi Crown Prince Court Endowed Chair in Societal Progress		Lucie Tepla Affiliate Professor of Finance
	Klaus Wertenbroch Professor of Marketing

*programme faculty may change

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Dates & Fees

Participants are advised to arrive the afternoon of the first day as the opening session begins in the late afternoon.

This conference qualifies for credit hours under the guidelines of the Continuing Education Programme. If you are a CFA Institute member, your credit hours for participation at this conference will be automatically entered in your CE Diary.  Please see: www.cfainstitute.org for more information.

Please click here for more information about the terms and conditions.

For full details on how to apply, accommodation, and cancellation conditions please visit the Practical Information page

*Fee subject to change. For programmes delivered in France, VAT (19.6%) to be added for companies based in France, or for European companies where no VAT number is supplied. For programmes delivered in Singapore, GST (7%) to be added for Singapore-registered companies.

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