Illustrative course outlines

At OTC we believe in tailoring our courses to meet each client’s specific requirements.  The illustrative course outline below gives an indication of the type of course content that we’ve been asked to deliver. For more information call us on +44 20 7700 3330 or email info@ockendontraining.com

Strategy & Leadership Finance & Commerce Investment Banking

Client trading and hedging strategies

What is covered?

The aim of the course is to review, consolidate and enhance participants’ current knowledge of the trading and hedging strategies undertaken by banking clients including corporates, fund managers and hedge funds.
The course includes a fund management simulation to show participants how performance is generated, measured and analysed

Who will benefit?

Participants should have a background awareness of banking products and be ready to look into how products are combined in portfolios and how portfolio performance can be measured and compared.

Course content

Corporate hedging
    • Hedging costs
    • Hedging revenues
    • Options or futures
Introduction to fund management
    • The fund management investment  universe
    • The measurement of investment risk
    • Calculating standard deviation
    • Portfolio theory
    • The broad approaches to fund selection
    • Portfolio optimisers
Performance attribution
    • Absolute return
    • Sharpe ratio and
    • Information ratio
    • Attribution analysis
Fund management derivative strategies
    • Enhancing portfolio returns
    • Portfolio insurance
    • Portfolio collars
    • Using derivatives to enter market positions
    • Using derivatives to effect large portfolio shifts
An introduction to hedge funds
    • Alfred Jones and the origins of the hedge fund industry
    • Hedge fund trading strategies
    • Global macro
    • Index arbitrage
    • Statistical arbitrage
    • Treasury bond arbitrage
    • Capital structure arbitrage
    • Convertible bond arbitrage
    • Long/short equity
    • Merger/risk arbitrage
    • Distressed securities
  • An introduction to technical analysis
    • Dow theory
    • Trends and patterns
    • Some common trading indicators


 

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