Overview

"Investments & Funds (Level 3)" is an advanced course focusing on risk management, valuation techniques, structured transactions, and advanced investment strategies. Participants will define risk and return principles, differentiate between risk appetite and tolerance, apply attribution analysis techniques, explore value at risk alternatives, examine marginal lending concepts, and utilize reverse stress testing techniques. The course covers advanced modules on dark valuation, structured transactions, advanced valuation methods, value at risk calculation, marginal lending, contribution-attribution analysis, and stress testing methodologies.

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Outcome

Define Risk and Return in terms of investment principles.


Differentiate between Risk appetite and tolerance..


Apply Attribution – Contribution analysis techniques


Identify main value at risk alternatives.


Examine concepts of marginal lending

Details

Developed by: Beacon FinTrain

Standard Total Hours: 18 Hrs

Language: English - Bilingual "English & Arabic"

Modalities: 
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Outline

  • Value Challenges
  • Value Dynamics
  • Value Assumptions
  • Value Attribution

  • M&A
  • IPO
  • LPO
  • Structured Transactions’ Dynamics

  • Risk Appetite Structuring
  • Double Exposure
  • Concentration Limits
  • Portfolio Optimization

  • VAR Concept
  • VAR Taxonomy
  • VAR Liquidity
  • VAR Methodology

  • VAR Challenges
  • VAR Alternatives
  • Shortfall
  • Basel 4!

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Who Should Attend

  • Risk Managers and Analysts:
  • Investment Strategists
  • Financial Engineers
  • Portfolio Managers and Fund Managers:
  • Regulatory Compliance Professionals

Why Beacon

Quality

Beacon FinTrain prioritizes excellence in every service, ensuring top-notch, reliable, and consistent outcomes that meet and exceed client expectations.

Specialization

We focus on finance, offering expert knowledge and bespoke solutions that cater to the unique needs of finance professionals in the Middle East and Africa.

Punctuality

Time is money. We respect deadlines, delivering precise and timely results to help our clients stay ahead in the fast-paced financial world.

Guidance

Beacon FinTrain is a guiding light in finance, providing insightful advice and support to navigate the complexities of financial markets and regulations.

Integrity

We uphold the highest ethical standards, fostering trust and transparency in all our dealings to build lasting relationships with clients.

Flexibility

Adapting to the dynamic finance sector, we offer versatile services and solutions that align with the evolving needs of our clients.