The Learner-Managed Investment Fund and Portfolio Management program is designed to provide learners with hands-on experience in performing investment research, investing capital, and managing a portfolio during studies in Tekedia Institute.
In the academic component, the program prepares learners to master the institutional structure, and fundamental concepts of asset valuation, in financial markets, using analytical tools to study the valuation of different types of securities. Fundamentally, learners are equipped to understand investment theory, portfolio development and management.
In the practical laboratory component, learners evaluate individually, and in groups, existing portfolio compositions and past performances, generate new investment ideas, research new opportunities, and make recommendations, based on quantitative and qualitative analyses. These recommendations are further voted on, after the groups have presented them to the whole class. Subsequently, the recommended securities are purchased with real money in the Nigeria and US capital markets.
The program is divided into core four phases – Investment Fundamental and Tools, Laboratories and Research, Investment Execution, and Lessons Learned. The first edition will begin on March 6, 2023 for 12 weeks (covers the first three phases), and about 6 months later, the learners will reconvene, for another 3 weeks (covers the last phase).
A total of US$50,000 has been earmarked to kickstart this program which combines typical traditional academic objectives with the practical demands of hands-on investment management. In each program edition, a total of $5,000 will be invested in both US dollars and Nigerian Naira. All proceeds will go to Tekedia CollegeBoost scholarship general fund.
You must have completed or enrolled or joint-enrolling in ANY of the following Tekedia programs: Tekedia Mini-MBA, Tekedia Startup Masterclass, Tekedia Industries or Tekedia Practice. These programs have many prerequisite modules which are necessary to deepen learning outcomes from the program.
Cost: $400 or N180,000 naira per participant excluding prerequisite fee where applicable. If you have not taken a prerequisite program, here is the fee summary to add as necessary:
Make payment via below options and email [email protected] , and our team will enroll you immediately.
|Phase A: Investment Fundamental and Tools|
|1||Understanding Firms: Missions, Operations and Strategies||Pre-recorded, Live Zoom*|
|2||Capital Markets and Operations||Pre-recorded, Live Zoom|
|3||Introduction to Investment and Investing Principles||Pre-recorded, Live Zoom|
|4||Investment Analysis and Portfolio Management||Pre-recorded, Live Zoom|
|Phase B: Laboratories and Research|
|5 and 6||Lab 1: Individual. Lab 1 is assigned, and learners do research and analysis on investments, primarily on stocks, ETFs, mutual funds, bonds, treasury bills, etc with focus on Nigeria and US capital markets. Each learner works on an AUM (asset under management) of US5,000.||Live Zoom|
|7||Lab 2: Group**. Learners are grouped and the groups analyze the individual Lab 1s. From those Lab 1s, they narrow their recommendations to produce the group decision.||Live Zoom|
|8||Presentation: each group makes a presentation to the whole class on their recommendations.||Live Zoom|
|Phase C: Investment Execution|
|9 and 10||All the options are loaded for learners to vote, relying on reports of Lab 2 and presentations made available in the class board.||Voting, Q/A in the class Board|
|11, 12||The best options are recorded. Admin purchases and publishes in the class board.||Investment execution by Admin|
|Phase D: Lessons Learned (at least 6 months later)|
|2 Weeks||Lab 3: Individual, Group: Review of investments and lessons learned by evaluating the current performance of investments.||Live Zoom|
|Final Week||Each group makes a presentation to the whole class on lessons learned with recommendations on whether some positions should be sold or held***.||Live Zoom, closure|
*Live Zoom, Saturdays at 5.30pm – 6.30pm WAT | **Sharing and co-learning required | ***Admin will decide when to liquidate this position
Certificate awarded at the completion of the program is Advanced Diploma in Investment and Portfolio Management.
A sample certificate which is awarded after completion.
If you want automatic enrollment, please click below and pay.