Domain Matters

Preparing technologists for business

Locational strategy has shifted from cost to capability. And, investment banks face three challenges:

  1. short-term problem of acute skills’ shortages in specific markets and disciplines,
  2. longer term concern of identifying and developing future talent, and
  3. a scarcity of techno-functional employees who combine IT savvy with business acumen.

To address these challenges, we’ve brought together great minds from industry and academia to design, create and deliver Domain Matters.


About this program

This program covers Investment Banking front to back. Managers and employees can choose the courses depending upon new employee’s background and requirements of the role. This program will greatly enhance their domain knowledge, so they can make better decisions at work.

Prerequisites

No prior financial markets knowledge or background required. The program starts from very basic and takes delegates to an advanced level in Financial Markets.

Curriculum

We recommend two core courses for most technologists, before they take any other courses.

Recommended Core

  • Overview of Investment Banking – History, business, types of banks, league tables…
  • Business Environment – Key environmental factors, central banks, major players, rating agencies, clearing houses, regulators…
  • Business Functions – M&A, Advisory, Trading, Research, Underwriting, Asset Management …
  • Trends in Investment Banking
  • Technology in Investment Banking

  • Introduction to Financial Markets
  • Introduction to Money Markets
  • Introduction to Bonds
  • Introduction to Financial Mathematics
  • Introduction to Equities
  • Introduction to Foreign Exchange
  • Introduction to Derivatives – Forwards & Futures, Options, Swaps
  • Introduction to Alternative Assets
  • Introduction to Risk Management

Electives

  • Fixed Income Securities – Types & Characteristics
  • Fixed Income Markets – Issuance, Trading & Funding
  • Bond Prices & Yields
  • Building a Yield Curve
  • Risks associated with Fixed Income Securities
  • Duration, Immunization & Convexity
  • Bond Market Indices

  • An Introduction to Securitization
  • Mortgage-Backed Securities (MBS)
  • Commercial Mortgage-Backed Securities
  • Asset-Backed Securities (ABS)
  • Credit Card ABS
  • CDOs – Structures & Ratings
  • Collateralized Mortgage Obligations

  • Forward Contracts
  • Forward Rates
  • Forward Rate Agreements
  • Interest Rate Futures
  • Treasury Bond Futures
  • Eurodollar Futures
  • Interest Rate Options
  • Interest Rate Swaps

  • Appliations of Swaps
  • Currency Swaps
  • Forward, Amortizing, and Zero Coupon Swaps
  • Overnight Indexed Swaps
  • Constant Maturity Swaps
  • Inflation-Linked Instruments
  • Caps and Floors
  • Swaptions

  • Corporate Bonds
  • Medium Term Notes
  • Credit Spreads and Curves
  • Credit Analysis
  • Ratings Agencies
  • International Bond Market
  • Eurobond Market
  • Emerging Markets Debt

  • Credit Derivatives
    o An Introduction
    o Types of Credit Derivatives
    o Regulation (Basel II, III) & Documentation
    o Uses & Applications
    o Pricing Methods
    o Credit Default Swaps
    o Total Rate of Return Swaps
    o Credit Linked Notes
    o Credit Spread Options
    o Basket Default Swaps
    o CDS Indices
  • Structured Products – Major Types
  • Structured Products – Valuation & Risks

  • Market Evolution
  • Spot Market
  • Forwards Market
  • Hedging & Cash Management
  • Arbitrage & FX Swaps
  • Factors Influencing the FX Market

  • Cross currency Swaps
  • Foreign Exchange Options
  • FX – Calculations
  • FX Option Trading

  • Primary & Secondary Markets
  • Trading
  • Equity Program Trading
  • High Frequency Trading
  • Dark Pools
  • Equities – Research & Valuation
  • Equities – Returns-Based Valuation
  • Equity Portfolio Management – Risk & Return
  • Equity Portfolio Management – Indexes & Hedging
  • Margin

  • Equity Derivatives
    o An Introduction
    o Types of Equity Derivatives
    o Convertibles
    o Contingent Convertibles (CoCos)
    o Warrants
    o Equity Index Swaps

  • Overview of Derivative Instruments
  • Forwards
  • Futures Markets
  • Equity Futures
  • Interest Rate Futures
  • Introduction to Swaps
  • Swap Applications & Non-vanilla swaps
  • Introduction to Option Valuation
  • Future Asset Prices & Volatility
  • Options Trading Strategies

  • Forwards & Futures Pricing
  • Options Pricing
  • Swaps Pricing & Valuation
  • Hedging with Forwards & Futures
  • Options – Replication, Risk-Neutrality, & Black-Scholes
  • Options – Beyond Black-Scholes
  • Options Greeks
  • Exotic Options

  • Gross Domestic Product (GDP)
  • Balance of Payments
  • Monetary Policy
  • Interest Rates
  • Fiscal Policy
  • Inflation
  • Unemployment

  • Interest Rates
  • Fed Funds Rate
  • Eurodollar Rate
  • LIBOR
  • Call & Fixed Deposits
  • Treasury Bills
  • Repurchase (Repo) Agreements
  • Money Market Mathematics

  • Mutual Funds
  • Closed-End Funds & Unit Investment Trusts
  • Exchange-Traded Funds (ETFs)
  • Private Banking & Wealth Management
  • Hedge Funds
  • Commodities
  • Structured Products
  • Real Estate

  • Mutual Funds (US) – Investing
  • Real Estate – Investing
  • Hedge Funds – Investing
  • Hedge Funds – Styles
  • Private Equity (Part I)
  • Private Equity (Part II)

  • Introduction to Banking Regulation
  • Financial Authorities – US, UK, Europe, Asia
  • Basel III – An Introduction
  • Overview of Dodd-Frank Act
  • Overview of Foreign Account Tax Compliance Act (FATCA)
  • Overview of Markets in Financial Instruments Directive (MiFID)
  • Overview of Europen Market Infrastructure Regulation (EMIR)

  • Basel II & Basel 2.5
  • Basel III – An Introduction
  • Basel III – Capital
  • Basel III – Risk Coverage
  • Basel III – Liquidity & Leverage
  • Basel III – Pillar 2 & Pillar 3

  • Overview;Challenges & Opportunity
  • Trade Capture
  • Verification & Confirmation
  • Settlement & Netting
  • Reconciliation
  • Accounting
  • Post-Trade Operations

  • Operations Data flow
  • Entity Relationships & Semantic Networks
  • Fixed Income
  • Foreign Exchange
  • Equities
  • Options
  • Futures
  • OTC Derivatives- Detailed Study of Clearing Architectures
  • Regulation, Compliance and Market Surveillance

  • Introduction to Risk Management
  • Risk – Measurement & Management
  • Interest Rate Risk – Identification & Measurement
  • Market Risk – Identification & Measurement
  • Liquidity Risk – Identification & Measurement
  • Credit Risk – Identification & Measurement
  • Operational Risk – Identification & Measurement
  • Environment, Social & Ethical Risk Management
  • Introduction to VAR

  • Interest Rate Risk Management
  • Market Risk Management & Regulation
  • Liquidity Risk Management & Regulation
  • Credit Risk Management & Regulation
  • Operational Risk Management & Regulation
  • VAR – Variance-Covariance Approach
  • VAR – Monte Carlo Simulation
  • VAR – Historical Simulation & Other Issues

  • Essentials of Market Risk
  • Managing Market Risk
  • Managing Interest Rate and Foreign Exchange Risk
  • Managing Equities and Commodities Risk
  • Overview of CEM and Counterparty Risk
  • Managing Market Risk for Credit products
  • Stress Testing

  • Exposure-based market risk measurement
  • Application of statistics for risk measurement
  • Forecasting probability distributions of market factor changes
  • VAR calculation; Comparison of var/covar, MC and HC
  • VAR applications; comprehensive measurement of market risk
  • Beyond “normal” VAR
  • Market risk management function

  • Introduction to Credit Risk
  • Types of Credit Risk
  • Credit Risk – Measurement & Capital Requirements
  • Lessons from the Financial Crisis

  • Introduction to Credit Risk Management
  • Credit Risk Management Framework
  • Stakeholders
  • Strategic & Business Unit Management
  • Credit Culture
  • Risk & Reward
  • Data & Reporting

  • Reference Data Services
  • Static data maintenance
  • Legal Entity maintenance
  • Conterparties & SSIs
  • Product master maintenance
  • Price maintenance

  • Introduction to Asset Management
  • Introduction to Asset Allocation
  • Market Efficiency
  • Markowitz Model
  • Single-Index & Multi-Index Models
  • The Capital Asset Pricing Model (CAPM)
  • Arbitrage Pricing Theory (APT)

  • Performance Measurement Models
  • Portfolio Management – Passive & Active Strategies
  • Strategic Asset Allocation
  • Tactical Asset Allocation
  • Deriving the Optimal Portfolio
  • Bond Strategies – Fundamentals
  • Equity Portfolio Management – Risk & Return
  • Equity Portfolio Management – Indexes & Hedging

  • Introduction to Prime Brokerage
  • Introduction to Hedge Funds
  • Prime Borker – Institution Relationship
  • Trading & Economic Factors
  • Business Environment
  • Trends in Prime Brokerage

  • Cross-Asset Prime Brokerage
  • Securities Lending
  • Technology in Prime Brokerage

Program Features

On-demand Video Instruction

On-Demand Video instruction thoroughly cover every topic of the curriculum. Start, stop and rewind any instruction as often as you like, to learn at your pace.

Instructor-Led Live Classes

Attend live classes online from anywhere in the world. Our expert faculty will give you personalized attention and guide you through the curriculum with a structured approach and answer all your queries in our interactive live classrooms. All of our live online classes are archived, so you can start, stop, and rewind at your own pace for additional review.

Instructor-Led Classroom

Classroom training is still one of the most popular medium of training, especially for certain subject areas and/or learners. Most of our advanced level courses are still taught in traditional classroom setting. We can accommodate any requests for classroom training for basic and intermediate courses as well.

Weekly Touchpoint

Learners have weekly touch-points with the faculty to assess their progress, to clear any doubts or to go over assignments and case studies. All our touch-points are also archived, so you can review them whenever you like.

Resource Library

Resource Library contains a variety of supplemental resources to help you master this course - quick sheets, references, guides, workbooks, white papers etc.

Community Forums

You will have access to an online community of other students, helping each other. You can browse through existing questions, answer any question or post a new question for others to answer.

InstructorLink

Learners can connect with their instructors for personal assistance anytime they like. Instructors are ready and willing to answer any content-related questions.

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