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Refinitiv Academy: Upcoming Asset & Wealth Management Course

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Asset & Wealth Management Courses (August 2021)

 

Click the Course Title to view times and register. To view our course catalogue online, please visit:

https://solutions.refinitiv.com/academy?region=asia

 

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10 AUG

Introducing key Funds apps in Eikon to find value in our unparalleled funds data*

This course will take you through some key Funds applications to help you find value and leverage your analysis or investment.

10 AUG

Introduction to Datastream for Office (DFO)

Datastream is the most comprehensive economic and financial time series database with access to an unrivaled set of historical financial content. In this session, you will learn the capabilities of Datastream for Office (DFO) where you will discover how to download Datastream historical data on all asset classes into Excel and build automated models and integrate customized calculations.

10 AUG

Analysing And Investing In Bonds In Eikon*

Learn practical knowledge beyond fixed income theory by making use of Eikon to invest in the opportunities and risks in the bond market to enhance returns.


This course will enable the participant to learn fixed income theory and leverage on Eikon bond-related apps and content to enhance one’s investment quotient and returns.

 

11 AUG

17 AUG

Effective Company and Sector analysis with Eikon*

This course will enable the participant to leverage Equities related Eikon Desktop Apps for efficient company and industry analysis.

 

12 AUG

Analysing And Investing In A Portfolio Using Eikon*

The objective of this course is to learn about portfolio analysis and investment. The agenda will be understanding portfolio return, risk, diversification, construction, screening, back testing, optimization, risk and return analysis, performance statistics, and, rebalancing. The outcome of this course will enable participants to analyse and invest in a portfolio using Eikon.

 

12 AUG

Extracting valuable Industry Insights via Eikon and Datastream*

This course will enable the participant to leverage various analytic tools to gain valuable insights into industries.

 

12 AUG

Identifying investment strategies via ESG Analysis in Eikon*

This course will enable the participant to leverage ESG content on Eikon for its effective equity investments.

 

12 AUG

Getting started with Portfolio Analytics in Eikon

This course will enable the participant to leverage PORT apps to create, profile, monitor and analyses portfolios with ease.

 

13 AUG

20 AUG

Getting Started with Workspace for Wealth Advisors*

This course will take you through the main features of Refinitiv Workspace for Wealth Advisors. You will learn functions such as accessing market-moving news, monitoring activities of your portfolio, creating chart and setting up how to tailor-fit your workspace with a Layout.

 

19 AUG

Analysing Mega Trends In Equity Investments Using Eikon*

The objective of this course is to learn about equity analysis and investment. The agenda will be equity valuation, ratios analysis, multiples valuation, relative valuation, style, market regime and structure as well as investment strategies and tactics. The outcome of this course will enable participants to analyze and invest in equity using Eikon.

 

19 AUG

Investing In US Equity Market Using Eikon*

Learn practical knowledge about the opportunities, risks, macroeconomic dynamics, and trends of investing in USA equity market as well as the ability to enhance returns using proprietary algorithm. 

This course will enable the participant to learn practical knowledge of equity investment in USA as well as utilizing the related apps and content in Eikon to enhance one’s investment quotient and returns.

 

24 AUG

Investing In China Equity Market Using Eikon*

Learn practical knowledge about the opportunities, risks, macroeconomic dynamics and regulations of investing in the China equity market as well as the ability to enhance returns using a proprietary algorithm.
This course will enable the participant to learn practical knowledge of equity investment in China as well as utilizing the related apps and content in Eikon to enhance one’s investment quotient and returns.

 

24 AUG

Investing In China Bond Market Using Eikon*

Learn practical knowledge about the opportunities, risks, macroeconomic dynamics, and regulations of investing in the China bond market as well as the ability to enhance returns using a proprietary algorithm.

This course will enable the participant to learn practical knowledge of bond investment in China as well as utilizing the related apps and content in Eikon to enhance one’s investment quotient and returns.

 

24 AUG

Introducing DataStream Charting: tool for your analyses and reports*

Datastream is the home of historical cross-asset data including over 33 million time series. It is integrated with Eikon to provide powerful charting tools. Learn how to create charts and your own layout templates. Discover the search function and work with existing chart templates.

 

25 AUG

31 AUG

 

 

Extracting valuable Company data with Eikon Excel*

This course will enable the participant to leverage the company related database content for effective stock analysis.

 

26 AUG

 

Evaluating the performance of equity and fixed income portfolios with Portfolio Analytics in Eikon*

This course enables participants to leverage PORT apps in Eikon to evaluate the performance of portfolios and to identify the source of alpha with the investment strategies.

 

 


 

 

For more Information, You may consult with our Reference Librarian:
Mr. Mohd Ismail (This email address is being protected from spambots. You need JavaScript enabled to view it. | Mrs. Siti Rohayu Mohamad Yusof (This email address is being protected from spambots. You need JavaScript enabled to view it.)