CLERUS offers investment training on a range of topcis. The list below are examples of training that we have delivered. If you are looking for independent training on a topic not on this list please do not hesitate to get in touch.
  • An Introduction to Financial Assets and Capital Markets
  • Portfolio Types and Investment Strategies
  • Portfolio Elements
  • Portfolio Design, Planning & Implementation, Portfolio Theory & Asset Allocation
  • Modern Portfolio Theory & Design
  • Currency Hedging, Overlay Strategies
  • Portfolio Risk and Return
  • Interpreting and Analysing Companies’ Financial Statements
  • Equities Analysis
  • Valuation, Debt & Equity, Bonds, Risk/Return Relationships
  • Portfolio Performance Measurement and Analysis
  • Reporting to and Educating Clients (for Asset Managers)
  • Diversified Growth Funds – Perception and Reality – Case Study
  • Private Equity Return Assumptions and Benchmarking
  • Investment Strategy Objectives & Fund Management Requirements
  • Governance Framework & Management Documents (Investment Beliefs, Funding & Investment Strategy Statement etc.)
  • Myners’ Principles
  • How to Measure and Manage investment Activities
  • How to Evaluate Investment Advice
  • Pension Fund Investment Costs Workshop

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