Investment management has been identified as one of our biggest risk factors. Non alignment, non compliance and non delivery, puts …
Investment management has been identified as one of our biggest risk factors. Non alignment, non
compliance and non delivery, puts our business revenue, reputation and client relationships at great risk
Most people only consider productivity as investment management. But this is only really the measurement
of our commitments. There is so much more to consider.
Our holistic Investment Management stack approach ensures that we actively manage our risk &
opportunities, enabling us to consistently deliver on our commitments (quality & price).
This course will enable you to improve your capabilities, strategic value delivery – that leverages all value
levers and understand & develop productivity methodologies suited for your market and how it needs to be
supported by accurate and reliable data.
Module 1:
Investment Management Overview
Module 2:
Pitch Commitment
Module 3:
Client Contract
Module 4:
Proactive Trading
Module 5:
Productivity
Module 6:
Active Value Management
Each module has a quiz.
A new module will be released upon completion of each quiz.
A 90% pass rate is required to qualify for the Investment Management course Certificate of Completion
| Introduction | |||
| Introduction | 00:00:00 | ||
| Module 1 | |||
| Module 1: Investment Management Overview | 00:00:00 | ||
| Module 1 – IM Quiz | 00:15:00 | ||
| Module 2 | |||
| Module 2: Pitch Commitment | 00:00:00 | ||
| Module 2 – IM Quiz | 00:15:00 | ||
| Module 3 | |||
| Module 3: Client Contracts | 00:00:00 | ||
| Module 3 – IM Quiz | 00:15:00 | ||
| Module 4 | |||
| Module 4: Proactive Trading | 00:00:00 | ||
| Module 4 – IM Quiz | 00:10:00 | ||
| Module 5 | |||
| Module 5: Productivity | 00:00:00 | ||
| Module 5 – IM Quiz | 00:35:00 | ||
| Module 6 | |||
| Module 6: Active Value Management | 00:00:00 | ||
| Module 6 – IM Quiz | 00:10:00 | ||
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