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
0.5 CPD
Video
24.05.23
The equity-bond relationship and the 60/40 portfolio - doomed to fail?
The relationship between equities and bonds is changing – find out if a new approach is required, and whether the 60/40 portfolio is still relevant today.
Investment Management
0.5 CPD
Video
13.02.19
Capitalisation of operating leases
Leasing has faced a crucial regulatory change in recent years – learn and understand how the new rules work, and the implications for investors.
Investment Management
0.5 CPD
Video
15.03.17
Why invest in real estate?
Mark Callender outlines the reasons to invest in real estate, and whether it’s a safe bet or a riskier choice today.
Investment Management
0.5 CPD
Video
28.06.22
Does skill exist and what would it look like?
Consider whether there is a difference between the most skilled investors and others, and the data that shows you what makes the best investments tick.
