Course Overview
Course Description
Course Objectives
Certification
Teaching Methods
Admissions
Course content
Grading & Timespread

 

Overview

This course develops your knowledge and confidence to select instruments to evaluate and measure impact investments and manage their risks, while also showing you the strategic bigger picture. The Social Impact Investments are designed to make provision for resources and use of finance to achieve a combination of economic and social objectives. They can complement public sector efforts, and can be pioneers in developing new markets and supplying affordable products or services of higher quality for societal purposes.

This course offers in-depth understanding of the key themes of social investment management. Our students gain a comprehensive understanding of the investment management process, including modern portfolio theory and fixed income and equity investments. You hear talks from key industry thinkers and practitioners, and take part in fund management simulations which give you the chance to see the potential real-world implications of your financial and investment decisions. This course is designed for professionals who want to develop a strategic understanding of impact investment management to enhance their returns and reduce risks.

Description

This course presents you with a ‘bigger picture’ understanding of the field of impact investment management by offering different perspectives and key financial insights that add emotional intelligence and value to your program experience. Social enterprise and impact investing, proactively intend to create positive impact as well as generate profits.

Today, the demand for excellence in the management of public resources has never been greater. Governments face unprecedented pressure for improved accountability while striving to provide high levels of service at low cost. To get it right, governments must become more effective, efficient, innovative, and responsive. To meet the ever-increasing demands placed on public-sector professionals today, the Social Enterprise Academy (SEA) has designed this program to build the skills and understandings that will allow current and future public executives the ability to effectively lead organizations for success.

Managing social enterprise activity provides not only a means to monitor the operating environment in commercial business regions but also to build relationships within that region. Engaging with social enterprise allows companies a variety of options to diversify economically through entering different markets as well as operationally through interactions with new customers, suppliers and products. The growing impact investment market provides capital to address the world’s most pressing challenges in sectors such as sustainable agriculture, clean technology, microfinance, and affordable and accessible basic services including housing, healthcare, and education.

This also sharpens your knowledge of modern portfolio theory and enhances your company’s investment portfolio strategy. Student will learn how to: a)create a mission as strategy that align a theory of social change with a sustainable business model that will provide the requisite resources; b) build performance management system that measures social return for society and guides strategic decision – making; and, c) scale Impact through multiple strategies including growth collaboration and policy influence.

Objectives

This course is designed to introduce the concept as well as engage students and the tutor in a joint learning experience of this emerging field. Through the course, students will:

  • Develop a strategic understanding of impact investment management to enhance their returns and reduce risks.
  • Gain in-depth insight into the latest investment management theory and research
  • Build a solid understanding of fixed income and equity to ensure effective performance evaluation and portfolio optimization
  • Gain a comprehensive understanding of the social impact investment management process, including modern portfolio theory and fixed income and equity investments.
  • Work through impact investment management case studies to apply your learning to real-world investing activities, enhancing returns and reducing risk.
  • Build a strong network of international contacts from across the investment management industry

Who is the programme for?

  • Institutional and/or private investors
  • Investment consultants and independent financial advisors
  • Regulators, compliance officers, accountants and lawyers
  • Investor relations specialists and corporate financiers
  • Risk managers, actuaries, auditors and quantitative analysts
  • Pension fund and endowment trustees
  • Investment managers, private bankers and family office representatives
  • Consultants in public and private sectors.
  • Researchers/research institutions.
  • Invariably, this course is open to everybody

Programme Focus

  • Modern portfolio theory
  • Fixed income and equity investments
  • Strategic asset allocation
  • Performance evaluation
  • Passive and active investment vehicles
  • Portfolio optimization
  • Risk management
  • Alternative asset classes
  • Current and future trends in asset management

Key Benefits

  • Gain a thorough, practical and functional understanding of the latest impact investment management research, cutting-edge academic insights and theory.
  • Make stronger decisions based on a broader understanding of the entire impact investment process.
  • Learn the latest investment techniques with cutting-edge academic research and real-world case studies.
  • A strong network of international contacts from across the industry

Certification

This course is accredited and to be awarded credit, you must complete written contributions satisfactorily. Successful students will receive credit, awarded by the Board of Studies of Social Enterprise Academy and International Affiliates. The award will take the form of Advanced Certificate. Exceptional students will be recognised.

Assessment Methods

Assessment for this course is based on class participation and assignments.

IT Requirements

It is expected that participants should be familiar with using a computer for purposes such as sending emails, searching the Internet, searching for course materials online, submission of assignments, making of enquiries on the programme, and getting further information about the Academy.

Recommended Reading

To participate in the course you will need to have regular access to the Internet and you will need to read the following textbooks:

  • Strategic Investment: Real Options and Games by Han T. J. Smit and Lenos Trigeorgis. (July 26, 2004).
  • Impact Investing: Transforming How we Make Money While Making a Difference. 1st Edition by Anthony Bugg-Levine and Jed Emerson. (September 13, 2011).

Teaching Methods

The teaching methods for this course include:

  • Individual or group activity on a topic area of interest to the students on investment management.
  • Daily discussion and reflection questions on readings.
  • Short activities to support readings.
  • Daily journals for students to engage in discussions among their peers.

Teaching Outcomes

By the end of this course students will be expected to:

  • Understand the investment management process, including modern portfolio theory and fixed income and equity investments.
  • Apply the theory to practical asset allocation and performance measurement by participating in a fund management simulation.
  • Work through investment management case studies to apply your learning to real-world investing activities, enhancing returns and reducing risk.

Residential Details

This programme is not a residential programme, that is, the students are expected to come from their various homes.

Faculty

Every Social Enterprise Academy programme is developed and taught by SEA faculty who are widely recognised as skilled educators, groundbreaking researchers, and award-winning authors. Through publishing, consulting, and teaching, SEA faculty leverage their business expertise and field-based research to develop enduring concepts that shape the practice of management. The result is a teaching team whose groundbreaking insights challenge participants' thinking and enable them to become superior social and business leaders.

Admissions

Please submit your application at least two weeks before the programme start date. Since qualified candidates are admitted on a rolling, space-available basis, early application is encouraged. Admission is selective and based on professional achievement and organisational responsibility. Although there are no formal educational requirements, proficiency in written and spoken English is essential. Social Enterprise Academy (SEA) expects the full commitment of the participants and their organisations because our programmes enhance the leadership capacity of the participants as well as their organisations. While participants are attending a programme, sponsoring organisations agree to relieve them of their work responsibilities so that they can fully focus on the learning experience.

EXE 705 Strategic Investment Management for Social Enterprise (3 UNITS)

The course covers the following topics:

  • The concept of social enterprise and impact investments
  • Impact investment market
  • Modern portfolio theory
  • Types of investment portfolios
  • Investment analysis
  • Investment management process
  • Financial and investment decisions
  • Trends in asset management
  • Investment management theory and research
  • Strategic asset allocation and fund management
  • Investment techniques/vehicles
  • Monitoring and evaluation of impact investments
  • Risk management of impact investments
  • Stake holders in social investments/investment management industry

Course Exercise

  1. Real-world case studies or simulation on impact investment management, requiring fund investment challenge would be presented. Students will be expected to apply latest investment techniques with cutting-edge academic research to address investing activities, enhance returns and reduce risk.

 Students’ Coursework

  1. Students will be assigned to small groups and required to identify potential projects ideal for any choice community. They will be expected to present proposals on how funds could be sourced and disbursed for the project.
  2. Individual student would identify an investment market and develop an investment model for the market. They would also explain how such investment would be monitored and evaluated.

Grading

Class participation- 30%

Group work & presentation- 30%

Individual presentation- 20%

Individual Assignment report- 20%

A student will be awarded the Executive Certificate with a minimum grade of 50%

 Time Spread

Total Hours: 7hrs x 7days = 49hrs

Lectures/Class discussions: 42hrs

Class Exercises (case analysis, simulations, role play, etc): 2hrs

Group meetings for team projects: 2hrs

Individual/Group Presentations: 3hrs

Individual reading and assignments: off hours