Framework of Institutional Investing for Interns

For Investment Management Interns:  This Learning Path, which offers 3.0 continuing education credits, is for those who want to build on institutional investing foundational learning, and is comprised of three courses answering the following questions:

• What is a fiduciary?
• What are capital markets and asset classes?
• When, why, and how do investment manager searches happen?
• What are the best ways to communicate with investment consultants and institutional investors?  

Duration: ~3 hours

Subjects covered in these courses include: definition of fiduciary, defined contribution (DC) vs. defined benefit (DB), modern portfolio theory, capital markets theory and asset allocation, historical risk aversion, the power of diversification, portfolio mean-variance optimization, the importance of a structured manager search process, comparison of public (e.g. stocks, bonds) vs. private market (alternatives, real assets) searches, quantitative vs. qualitative factors, peer group rankings analysis, risk and performance metrics, and style analysis. 

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