Investment In Bonds And Sukuk, A Practical Guide

Mastering Fixed Income Investments

What you'll learn

Defining Parameters

Placing the orders and sourcing liquidity

Shortlisting Securitiea

Accounting for Bonds and Sukuk

Requirements

Understanding basic finance concepts

Description

This course provides a comprehensive, hands-on exploration of the investment process for fixed-income instruments, focusing on bonds and sukuk. Designed for finance professionals, investors, and enthusiasts, the course covers the essential steps in making informed investment decisions, from setting investment parameters to managing accounting practices.Participants will gain insight into:Defining Investment Parameters: Learn how to align investments with client goals, including risk appetite, target duration, credit rating, and geographic exposure.Shortlisting Securities: Utilize tools like Bloomberg and Reuters to filter securities that meet specific criteria, such as return thresholds and maturity dates.Placing Orders and Sourcing Liquidity: Understand how to evaluate market liquidity, use bid-ask spreads, and leverage empirical data to make sound investment decisions.Accounting for Bonds and Sukuk: Master the effective interest method in accordance with IFRS 9 through practical examples.The course also delves into critical market trends, the role of Islamic finance in sukuk structuring, diversification techniques, and strategies to optimize yield while mitigating risks. Participants will explore real-world case studies, engage with interactive exercises, and gain practical tools for portfolio management. By the end of this course, participants will be equipped with the tools and knowledge necessary to navigate the fixed-income market effectively, ensuring both compliance and optimal portfolio performance in dynamic economic conditions.

Overview

Section 1: Introduction

Lecture 1 An Intro to Fixed Income

Lecture 2 Defining Investment Parameters

Lecture 3 Shortlisting Securities

Lecture 4 Placing Orders and sourcing liquidity

Lecture 5 Accounting for Bonds and Sukuk

Finance Enthusiasts and Professionals