Investment Manager for Insurance companies

Investment Manager for Insurance companies course emphasizes the importance of investment strategy in insurance companies, Portfolio management, Asset liability Matching (ALM), Regulatory framework regarding insurance, companies investment, and Financial markets and their tools.

Methodology this course

The course employs an interactive and integrated training approach where delegates will be experiencing a safe learning journey that includes lectures, discussions, real life cases, role plays and board games.

Course Investment Manager for Insurance companies Outline

Day 1

1. The role of the investment manager.
2. The role and importance of investment in insurance company strategy.
3. The regulatory framework of investment in insurance company.
4. Asset – Liability matching.
5. Investment opportunities and limitation in Takaful companies.

Day 2
1. Structure of the Financial System.
2. Major Types of Financial Markets.
3. The risk-return trade-off.
4. Basics of Securities Valuation – The Time Value of Money.

Day 3
1. Money Markets: Characteristics, Main instruments, and Valuation.
2. Debt Markets: Characteristics, Main instruments, and Valuation.

Day 4
1. Equity Markets: Characteristics, Main instruments, and Valuation.
2. Fundamental Analysis of Equity Valuation.
3. An introduction to Real Estate Investment.
4. Fundamentals of Risk Management.

Day 5
1. Fundamentals of Portfolio Management.
2. Portfolio’s Return & Risk.
3. Portfolio Construction & Asset Classes.

Course duration

5 Hours – 5 Days