- Corporate Finance & Investment, CPE Courses Below RM200
- 68 (Registered)
-
Level
- Refresher
Accreditation
- 5 SIDC CPE points
- 4 FIMM CPD points
ICF Competency Type / Title / Level
- Functional – Technical / Market Analysis / Level 2
Learning Outcome
- Identify thematic investing as one of the investment strategies
- Recognise technological trends and investor trends leading to better investment decisions
- Recognise the benefits and risks of thematic investing
Course Synopsis
Thematic investing is an investment strategy identifying the long term economic, social and technological changes which set the focus of investing in sectors, stocks or even countries most likely to benefit from these themes. One of the biggest themes or megatrends at the turn of the 21st century was China’s industrial revolution. This revolution fuels the need for the massive consumption of all kinds of metals needed to build the super cities and massive transport connectivity in China when they became the factory of the world. This megatrend boosts the prices of hard commodities and the share price of mining companies.
Thus, identifying technological megatrends that are affecting the global economy today will lead to better investment decisions in choosing the right companies in the right sector or country to invest in. It will also cover the challenges and risks of thematic investing.
Course Content
-
Downloadable Notes
-
Notes
-
-
Thematic Investing
-
The benefits of this investment strategy
-
External video 1
-
Identifying past megatrends
-
Quiz
-
-
Technological Megatrends Affecting the Global Economy
-
Artificial intelligence (Part 1)
-
External video 2
-
Artificial intelligence (Part 2)
-
External video 3
-
Customer intelligence, Big Data, Cloud based CRM system and analytics
-
External video 4
-
Internet of Things
-
Quiz
-
-
Investor’s Trends
-
Equity crowdfunding and Environmental, social and corporate governance (ESG)
-
External video 5
-
Quiz
-
-
The Risk of Investing Based on Themes
-
Herding, overconfidence and confirmation bias
-
Quiz
-
-
Summative Assessment
-
Final Test
-