Pension schemes, insurers, SACCOs, endowments and treasury desks all face the same test: earning enough return to meet future obligations without taking risks their trustees do not understand. Weak investment policies, concentrated holdings and performance reports that hide true risk-adjusted returns are common causes of underfunding and difficult board meetings. Across five days you work through the full portfolio process, starting with writing an investment policy statement and setting return objectives, risk tolerance and constraints.
Sessions then cover strategic and tactical asset allocation using mean-variance optimisation, bond analysis with duration, convexity and yield curves, and equity valuation with discounted cash flow and relative multiples. You also assess alternatives such as private equity, real estate and infrastructure, measure risk with standard deviation, value at risk and tracking error, and evaluate performance using time-weighted returns, Sharpe ratios and Brinson attribution. It suits fund managers, investment analysts, pension fund officers, treasury staff and trustees, and runs in the classroom, online or in-house. You leave able to propose an asset allocation and defend it to an investment committee, and earn a CPD-accredited certificate.
Institutional investors in Africa are responsible for growing pools of long-term capital, from pension and provident funds to insurance reserves, SACCO surpluses and sovereign and development finance portfolios. With that growth comes sharper scrutiny from regulators, members and boards, who expect every allocation decision to be grounded in a clear policy, sound analysis and honest reporting of risk.
The Investment Management Training Course follows the portfolio management process in the order practitioners use it. Participants begin with investor objectives, constraints and the investment policy statement, then study modern portfolio theory, the capital asset pricing model and the construction of efficient portfolios. Later sessions apply fixed income and equity valuation techniques, examine the role and due diligence of alternative assets, and set out how to monitor, rebalance and attribute performance. Governance runs throughout: the work of investment committees, the selection and oversight of external managers, and the integration of ESG factors into investment decisions.
Teaching is quantitative but practical. Participants build return, risk and valuation calculations in Excel, interpret real market data and debate allocation choices in small investment committees, finishing the week with a portfolio proposal for a realistic institutional client.
On completing the five days, participants will be able to:
By the final session each participant will have:
Learning combines financial theory with the calculations and judgement calls of day-to-day portfolio work:
Day 1: The Investment Process and Policy Statement
Day 2: Portfolio Theory and Asset Allocation
Day 3: Fixed Income and Equity Valuation
Day 4: Alternative Investments and Risk Management
Day 5: Performance Measurement, Governance and Portfolio Review
It is aimed at professionals who invest, oversee or advise on institutional and private capital, such as:
A CPD-accredited Certificate of Completion issued by Vision Reach Global Consultancy is awarded to each participant who attends the full programme and completes the portfolio exercises and capstone proposal.
Upcoming cohorts
CPD-Accredited
Official invoice & confirmation letter provided
Team discount for 3+ seats
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Everything you need to know about this course before you register.
By the end of the Investment Management programme, you'll be able to formulate an investment policy statement that sets out return objectives, risk tolerance, liquidity needs and constraints, construct diversified portfolios using mean-variance optimisation and the capital asset pricing model, analyse fixed income securities using yield, duration, convexity and credit spread measures, and value listed equities with discounted cash flow, dividend discount and relative valuation methods. The full breakdown of topics is covered session by session in the Course Outline tab above.
It is aimed at professionals who invest, oversee or advise on institutional and private capital, such as: Portfolio and fund managers in asset management firms, Investment analysts and research associates, Pension fund administrators, investment officers and trustees, Insurance company investment and actuarial staff, Treasury and investment officers in banks, SACCOs and microfinance institutions, Staff of sovereign wealth funds and development finance institutions, Wealth managers and private bankers, and Capital markets regulators and supervisory analysts.
Investment Management Training Course typically runs as 5 Days. It's available as in-person classroom, live virtual, and in-house corporate training — every course can also be delivered on-site for your team on dates that suit you.
Investment Management Training Course is scheduled in-classroom in Nairobi, Kenya, Mombasa, Kenya, Naivasha, Kenya, and Kisumu, Kenya, and 14 other locations, plus a live interactive virtual classroom you can join from anywhere. Check the schedule panel above for exact upcoming dates and fees in each location.
The next live virtual cohort of Investment Management starts October 26, 2026, with new classroom cohorts also running on a rolling basis. Pick a date and location in the schedule panel above, then click "Register for the Course" — it takes a few minutes and your seat is confirmed once payment or a signed purchase order is received.
Yes — delegates who meet the attendance requirement receive a Certificate of Completion for Investment Management Training Course from Vision Reach Global Consultancy, issued in the name you register with, so double-check the spelling at checkout.
Investment Management Training Course is pitched at intermediate professionals. If you're unsure whether it's the right fit for your current role or background, message our training advisors before you register and they'll help you confirm.
Fees for Investment Management Training Course vary by delivery location and format and are shown in real time in the schedule panel above once you pick a date. Register 3 or more delegates on the same course together and a 5% team discount is applied automatically — larger cohorts can request a custom corporate quote.
Yes — Investment Management Training Course can be delivered on-site at your offices (or virtually for distributed teams), with case studies and examples tailored to your industry and the specific challenges your team is working through. Switch to the "In-House" tab in the schedule panel above to request a proposal.
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