Investment & Asset Management

Drawing on the extensive experience and expertise of our course instructors, our investment management courses are always relevant and practical.
Our investment management courses and asset management courses are designed for investment professionals who wish to learn how to apply modern portfolio and asset allocation theory in order to generate superior investment performance.

Popular Courses

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Restrict Your Travel. Not Your Training

Attend our industry-leading investment and asset management courses or live sessions from the comfort of your home or office. Our courses are attended by the world’s top investment banks and asset management firms. Take a look today and click on the course name to find out more.
  • Active Portfolio Management & Asset Allocation
    Learn best practices on asset allocation, portfolio construction & style management strategies
    Location
    Dates
    Days
    Singapore
    07-10 Nov 2022
    4
  • Investment Fund Operations & Administration
    Improve your knowledge of how funds are managed and administered
    Location
    Dates
    Days
    London
    07-09 Nov 2022
    3
    Virtual (European Time Zone - GMT)
    07-09 Nov 2022
    3
  • Pension Fund Strategies
    Explore pensions fund basis & the different types of pension schemes
    Location
    Dates
    Days
    London
    21-25 Nov 2022
    5
    Virtual (European Time Zone - GMT)
    21-25 Nov 2022
    5
  • Investment Management Academy
    Transform your career in financial investing & learn technical analysis
    Location
    Dates
    Days
    London
    05-09 Dec 2022
    5
    Virtual (European Time Zone - GMT)
    05-09 Dec 2022
    5

Euromoney Learning On-Demand

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Public Course Testimonials

There is no-one better to tell you how good our public courses are than those who have attended them. From constructing superior equity portfolios using behavioural finance theory to incorporating ESG and responsible investing practices, our courses can help you thrive in this rapidly-growing industry. 

Upcoming Euromoney Conferences

Euromoney Conferences is the world’s leading organiser of events for capital markets and investment professionals. Our events attract the most senior figures from business, finance and government - both as speakers and delegates - and aim to identify and explain the latest trends in global financial markets and provide opportunities for networking and the rigorous exchange of ideas.
  • The Global Borrowers & Investors Forum - Asia
    Click the title to register for this event

    September 3, 2019 Singapore 

    Bringing together over 500 of the region’s biggest investors, issuers and arrangers, this is a must-attend forum for those who work in fixed income.
  • 2019 Euromoney Asset Management China Conference
    Click the title above to register for this event

    September 17, 2019 Shanghai, China

    Explore the opportunities and challenges for both onshore and offshore asset management professionals looking to make their mark in China.
  • The Philippines Investment Forum 2019
    Click the title to register for this event

    September 24, 2019 Manila, Philippines

    Join us at this leading event for thought leadership and business development in the rapidly emerging Philippines market.
  • The Middle East Borrowers & Investors Forum 2020
    Click the title to register for this event

    January 29, 2020       Dubai, UAE

    This landmark event enables key issuers in the MENA region to network and discuss the changing dynamics of the fixed income markets.

Bespoke, Inhouse Programmes

Take a look at some of the tailored learning programmes we have delivered for our clients and the feedback we have received. Get in touch to discover what we can do for your business.
  • Alternative Investments
    An intensive in-house programme delivered for Bank Muscat
    Very informative on the latest trends in asset management and technical aspects of hedge funds and ETFs
    Bank Muscat
    • Senior Fund Manager
    • Asset Management
  • Asset Management Essentials
    An investment training program produced for Allianz Global Investors
    Very practical and the trainer provides a lot of real examples to the investment theories
    Allianz Global Investors
    Allianz Global Investors
    • Past attendee
  • Best Practice in Asset Allocation
    An intensive in-house course for the Central Bank of Russia
    It gave a comprehensive overview of the techniques used to allocate assets effectively worldwide
    Central Bank of Russia
    • Past attendee
  • Asset & Liability Management
    A practical in-house course for Bank Muscat
    Very interesting, with clear explanations to help translate the learnings into practice
    BNG Bank
    BNG Bank
    • Treasury & Money Markets

Meet the Faculty

Find out more about our Investment & Asset Management course instructors.
  • Carl Bacon
    Specialism: corporate governance
    I have a keen understanding of the key challenges impacting the finance industry and know what's needed for good governance.
    Carl Bacon
    • Course Instructor
    • Investment & Asset Management
  • David Loader
    Specialism: securities & custody, derivatives, operational risk, fund administration, credit derivatives
    Having accumulated a wealth of knowledge and hands-on experience in fund management, operations and investment banking for 30 years, I now provide consultancy and training in fund administration and operations, settlement, operational risk and other topics relating to securities and derivatives trading.
    David Loader
    • Course Instructor
    • Investment & Asset Management
  • Bernard Duffy
    Specialism: investment management, asset allocation, pensions & retirement planning
    As an investment management expert with decades of experience working with renowned institutions in Dublin and London, I deliver a number of training programmes for Euromoney Learning on investment management, private wealth management, hedge funds and investing in art.
    Bernard Duffy
    • Course Instructor
    • Investment & Asset Management
  • Richard Foster
    Specialism: international securities lending, repo markets, collateral management
    I have 40 years of senior banking operations management experience, working at tier one firms in the industry. My courses aim to create a learning environment that enables the expansion of new knowledge but also the acquisition of invaluable skills.
    Richard Foster
    • Course Instructor
    • Investment & Asset Management
  • John Palicka
    Specialism: asset management, fixed income, corporate finance, investment
    With 30 years of experience in researching and managing money in global, emerging and US small-caps stocks, I deliver highly engaging courses that not only help to enhance attendees' experience but also learn practical techniques.
    John Palicka
    • Course Instructor
    • Investment & Asset Management

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