Investment Management
Keep up to date with investment management challenges and opportunities in a competitive environment to ensure efficient capital allocation to meet the financial needs of all stakeholders.
Investment Management
Investment Management
0.5 CPD
New
Video
11.07.25
From dumpster diver to quality value investor: Vitaliy Katsenelson, CFA
PART 1: Vitaliy Katsenelson, CFA, CEO, Investment Management Associates offers his advice for value investors at the Berkshire Hathaway Annual Meeting 2025.
Investment Management
0.5 CPD
Video
26.03.25
Common pitfalls in investment performance reporting
Learn practical tools to ensure your investment performance reports accurately reflect the decisions you take.
Investment Management
0.5 CPD
Video
21.02.25
High dispersion beats low correlation
Discover the difference why the relationship dispersion and correlation works differently to how you might expect it.
Investment Management
0.75 CPD
Video
03.12.24
For beta or worse?
Discover how the active vs passive debate applies to corporate bond markets, and the right strategies to get the most from bond indices.
Investment Management
0 CPD
Video
04.12.24
The nuts and bolts of the IMC
Discover what the IMC is, how to study for it, and how it will take your career forward.
Investment Management
0 CPD
Video
11.11.24
IMC Refresher Intro
Ade Roberts, CFA, Principal Consultant, CEN Group introduces the topics you’ll cover in the IMC Refresher.
Investment Management
0.5 CPD
Video
11.11.24
IMC Refresher Module 1 - financial promotion of crypto assets
Understand the new regulations around financial promotions of crypto assets in the UK, and what investors and firms must do to stay compliant.
Investment Management
0.25 CPD
Video
11.11.24
IMC Refresher Module 2 - financial promotion on social media
Investigate regulations on financial promotions using social media, and how you can navigate social media promotion effectively.
Investment Management
0.5 CPD
Video
11.11.24
IMC Refresher Module 3 - greenwashing
Consider what new regulations are being introduced to prevent sustainable products from appearing more green than they seem.
Investment Management
0.5 CPD
Video
06.11.24
Asset allocation with dumb alpha
Discover the best asset allocation strategies to combat forecasting errors, and why playing dumb can often be smart.
Investment Management
1 CPD
Video
26.09.23
Guy Spier - The boundaries of ethical value investing
Guy Spier, Author and Investor, uses the example of the coal industry to explore why he is moving further towards ethical value investing. Auto-tracked CPD available to members.
Investment Management
0.5 CPD
Video
05.07.23
Robust outperformance with equal-weighted portfolios
As indices become more concentrated, consider why creating an equally weighted portfolio can deliver more consistent outperformance.
Investment Management
0.25 CPD
Video
28.07.22
How understanding economic cycles can help predict equity returns
ECONOMICS APPLIED TO THE INVESTMENT PROCESS LEARNING PLAN, MODULE 1: Mike Bell, CFA, Executive Director, Global Market Strategist, J.P. Morgan Asset Management outlines how economic cycles work, the drivers of these cycles, and how understanding them can help you more accurately predict equity returns.
Investment Management
0.25 CPD
Video
28.07.22
How economic data can help predict index level earnings
ECONOMICS APPLIED TO THE INVESTMENT PROCESS LEARNING PLAN, MODULE 2: Ed Smith, CFA, Co-Chief Investment Officer, Rathbones Group PLC outlines the correlation between earnings and economics, and how historical data presents a pathway to predicting earnings more precisely.
