LOMA 357 Outline

 

FLMI – Fellow, Life Management Institute

Loma 357 – Institutional Investing: Principles and Practices

 

Overview

FLMI Level:

Fellow, Life Management Institute (FLMI) Teaches advanced insurance and financial concepts to build a deeper understanding of the insurance business. The five FLMI-level courses cover “big picture” business topics important to insurance professionals and managers. In general, these courses also cover quantitative and financial concepts in greater depth.

LOMA 357 Provides an understanding of the investment regulatory environment and investing for life insurance companies and similar institutions. It covers investment types, returns, risks, performance, strategies for institutional investors, and fund options for retirement and other products.

 

Target Group

The Fellow, Life Management Institute (FLMI) program is a professional development program that provides industry-specific business education in the context of the insurance and financial services industry.

 

Program Content

  • Overview of Investments
    - Investment Professionals in Financial Institutions
    - Organization of the Investment Function
    - Investment Management Data and Software
    - Units That Interact with the Investment Function
    - Investment Types and Concepts
    - Capital Markets
    - Path of Funds in the Investment Process
    - Investment Goals and Investment Portfolios
    - Regulation Affecting the Investment Function
    - Corporate Alignment, Governance, and Control for Investments
  • Regulation and Standardization
    - Trends Affecting Regulation and Institutional Investors
    - Elements of Governmental Regulatory Systems
    - Objectives of Financial Services Regulation
    - Institutional Investors and Government Relations
    - Securities Regulation in the United States
    - Securities Regulation in Canada
    - Financial System Supervision for the European Union
    - Nongovernmental Initiatives Affecting Institutional Investors
  • Governance and Control
    - Corporate Governance and Alignment
    - Corporate Control Mechanisms
    - Control Mechanisms in the Investment Function
    - The Control Cycle in Portfolio Management
    - Abusive and Fraudulent Investment Practices
  • Risk and Return in Investments
    - Investment Returns
    - Volatility in Investments
    - Standard Deviation of Investment Returns
    - The Risk-Return Trade-Off
    - Risk in Investment
  • Fund Options of Separate Accounts
    - Customers and Clients of Separate Account Products
    - Purposes of Fund Evaluation and Monitoring
    - Analysis of Fund Options
    - Total Return Analysis of Funds
    - Analysis of Fund Risk
    - Risk-Return Analysis Funds
    - Analysis of Fund Expenses
    - Fund Selection, Evaluation, and Oversight
  • Institutional Portfolio Management
    - Portfolio Management Approaches
    - Planning for Portfolio Management
    - Selecting Assets Classes for the Portfolio
    - Performance Benchmarks
    - Tactical Investment Strategies
    - Selecting and Purchasing Securities
    - Measuring, Reporting, and Evaluating Results
  • Managing the General Account
    - General Account Objectives
    - Financial Characteristics of a General Account
    - Organizational Structures for Managing the General Account
    - An Integrated Portfolio Benchmarking System
    - Policy Limitations on Risk Taking
    - Investment Strategies for Managing Debt-Based Portfolios
    - Portfolio Management for the General Account
    - Performance Attribution Factors for Debt Portfolio
    - ALM Process and Analysis
    - Audit Steps for the ALM Function
  • Bonds and Bond- Related Investments
    - Terms of a Bond
    - Bonds by Issuer
    - Variations on the Terms of a Bond
    - Bond Risks
    - Bond Markets
    - Quoting Corporate Bond Prices
    - Institutional Bond Purchase Process
    - Securitization and Structured Securities
  • Investments Based on Real Estate
    - Residential, Commercial, and Agricultural Real Estate
    - Real Estate Appraisals
    - Types of Commercial Properties
    - Real Estate Technical Services
    - Real Estate Ownership
    - Mortgages
    - Mortgage Securities
    - Real Estate Investment Trusts
    - Real Estate Market Indexes
  • Stocks, Derivatives, and Alternative Investments
    - Stock as an Investment
    - Common Stock
    - Derivative Securities
    - Alternative Investments

 

Duration

40 Training Hours

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