Passive vs Active Investment Strategies Training Course

Introduction

Understanding the core differences and strategic implications of passive and active investment strategies is essential for modern portfolio managers and financial professionals. This intensive training course explores the principles, benefits, and trade-offs of both approaches, equipping participants with the knowledge to make informed investment decisions and align strategies with investor goals. With global markets evolving and cost pressures increasing, mastering the art and science of investment strategy selection is more important than ever.

This five-day course offers a comprehensive comparison of passive and active strategies, including ETF usage, indexing, fundamental analysis, and active alpha generation. Participants will gain practical tools for evaluating portfolio performance, managing costs, understanding investor behavior, and responding to shifting market trends. The course is designed with real-world applications, making it ideal for professionals navigating today’s complex investment landscape.

Duration: 5 days

Target Audience:

  • Portfolio and fund managers
  • Wealth and asset management professionals
  • Financial advisors and analysts
  • Pension and insurance fund decision-makers
  • Investment consultants and institutional investors

Course Objectives:

  • Understand the theory and application of passive and active strategies
  • Evaluate the benefits, costs, and risks associated with each approach
  • Learn how to construct, monitor, and adjust both passive and active portfolios
  • Assess performance metrics in varying market conditions
  • Align investment strategy with client objectives and regulatory standards

Course Modules

Module 1: Introduction to Investment Strategies

  • Defining passive and active investment
  • Historical context and evolution of strategies
  • Importance of strategy selection in portfolio design
  • Overview of global trends in fund flows
  • Role of technology and regulation in strategy development

Module 2: Principles of Passive Investing

  • Index fund and ETF fundamentals
  • Efficient market hypothesis and its implications
  • Tracking error and replication methods
  • Advantages: cost, transparency, and consistency
  • Limitations and criticisms of passive investing

Module 3: Fundamentals of Active Investing

  • Role of active managers in market analysis
  • Security selection and timing strategies
  • Active risk and alpha generation
  • Fundamental and technical analysis approaches
  • Costs, capacity, and performance dispersion

Module 4: Portfolio Construction Techniques

  • Strategic vs. tactical asset allocation
  • Diversification in passive and active portfolios
  • Blending strategies in core-satellite models
  • Role of benchmarks and rebalancing
  • Portfolio optimization tools and constraints

Module 5: Performance Evaluation and Attribution

  • Measuring returns: time-weighted vs. money-weighted
  • Benchmark selection for performance comparison
  • Risk-adjusted return metrics
  • Attribution analysis in passive and active contexts
  • Case studies on strategy performance outcomes

Module 6: Costs, Fees, and Investor Outcomes

  • Expense ratios and turnover implications
  • Understanding hidden costs and trading impact
  • Fee benchmarking across strategy types
  • Impact of costs on long-term returns
  • Transparency and fiduciary duty considerations

Module 7: Market Trends and Strategy Evolution

  • Rise of smart beta and factor investing
  • ESG integration in passive and active portfolios
  • Robo-advisors and algorithmic management
  • Regulatory developments and investor demand
  • Global fund flow and product innovation trends

Module 8: Strategy Selection and Client Communication

  • Identifying investor profiles and preferences
  • Matching strategies with investment goals
  • Communicating strategy rationale and expectations
  • Managing behavioral finance challenges
  • Crafting strategy presentations and policy statements

CERTIFICATION

  • Upon successful completion of this training, participants will be issued with Macskills Training and Development Institute Certificate

TRAINING VENUE

  • Training will be held at Macskills Training Centre. We also tailor make the training upon request at different locations across the world.

AIRPORT PICK UP AND ACCOMMODATION

  • Airport pick up and accommodation is arranged upon request

TERMS OF PAYMENT

Payment should be made to Macskills Development Institute bank account before the start of the training and receipts sent to info@macskillsdevelopment.com

 

Passive Vs Active Investment Strategies Training Course in Jamaica
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