You're now visiting the official Saudi
website of GLOMACS International

Sustainable & Strategic Investment Management

An Interactive 10-Day Training Course

Sustainable & Strategic Investment Management

NASBA

We regret to inform you that we currently don't have any sessions scheduled for this course.

Please let us know your preferred date and venue, and we'll contact you soon.

Course Outline

Module I: Sustainable Investment

Day 1

Financial Economic for Sustainable Companies

This day introduces the key financial and economic principles that underpin sustainable investment analysis. Participants explore value creation, financial statements, and economic perspectives of sustainable companies. The topics covered will include:   

  • The concept of sustainable investments
  • The practice of financial/economic analysis
  • Value creation in sustainable companies
  • Corporate and shareholder value for sustainable companies
  • A dynamic perspective of sustainable business
  • The agency problem
  • The financial statements of sustainable companies
Day 2

Business Performance for Sustainable Companies

This day focuses on analysing business performance through financial ratio analysis and stakeholder perspectives. Participants examine performance determinants and economic value metrics. The topics covered will include:

  • Ratio analysis and business performance
  • Management’s point of view
  • Owners’ point of view
  • Lenders’ point of view
  • A system of interrelated Ratios
  • Integration of financial performance analysis
  • Economic value added of sustainable businesses
  • Bankruptcy risk for sustainable companies
Day 3

Investment Environment and Asset Allocation Strategies

This day develops understanding of the investment environment, asset allocation, and risk‑return perspectives. Participants explore portfolio theory and market models relevant to sustainable investment. The topics covered will include:  

  • Investment Opportunities
  • Required Rate of Return
  • Sustainable Investment Strategies
  • Risk and Return
  • Portfolio Theory
  • Capital Market Theory
  • Capital Asset Pricing Model
Day 4

Regression Analysis Equations and System Modelling

This day equips participants with regression and modelling techniques for investment analysis and prediction. Participants use statistical tools to assess data relationships. The topics covered will include:   

  • Simple Regression Analysis / Maximum likelihood Estimations
  • Polynomial Curve Fits
  • Describing Data using Equations
  • Prediction
  • The Applications of Regression to Sustainable companies
  • The Applications of Regression to Non-Sustainable companies
  • Analysis of Variance (ANOVA)
Day 5

Review and Critique

This day consolidates sustainable investment concepts and performance assessment techniques. Participants review key topics and prepare short strategic reports. The topics covered will include:

  • Key concepts of sustainable investments
  • Assessing the value of sustainable investments
  • Short report on sustainable investments strategy

Module II: Strategic Investment Management

Day 6

The Current Investment Environment and Asset Allocation Strategies

This day sets the foundation by exploring how the investment environment influences strategic decision-making. Participants examine portfolio theory, risk-return paradigms, and methods for asset pricing to optimise portfolios. The topics covered will include:  

  • Investment Opportunities
  • Required Rate of Return
  • Sustainable Investment Strategies
  • Risk and Return
  • Portfolio Theory
  • Capital Market Theory
  • Asset Pricing Models
Day 7

Inefficient Markets

This day focuses on understanding market inefficiencies and behavioural influences that impact investment choices. Participants explore anomalies, valuation models, and the effects of extreme trading conditions. The topics covered will include:

  • Efficient Market Hypothesis
  • Market Anomalies
  • Environmental Finance
  • Behavioural Finance
  • Equity Valuation Models
  • Extreme Portfolio Selection (Momentum and Contrarian Trading)
  • Financial Crises and Pandemics (SARS and COVID-19)
  • Noise Trading
Day 8

Application of Financial Derivatives

This day emphasises the application of derivatives in managing and enhancing portfolio performance. Participants learn about pricing, risk management strategies, and fixed-income asset approaches. The topics covered will include:  

  • Bond Pricing
  • Interest Rate Risk Management
  • Derivative Instruments
  • Forward, Futures and Options
  • Fixed Income Portfolio Management
  • Passive Bond Portfolio Strategies
  • Matched-Funding Techniques
  • Active Bond Management Strategies
  • Buy Write Strategy
Day 9

Portfolio Management & Performance Measures

This day develops methods to manage portfolios and assess performance effectively. Participants explore tactical and strategic allocation, style investing, and fund management approaches. The topics covered will include:  

  • Passive Equity Portfolio Management Strategies
  • Active Equity Portfolio Management Strategies
  • Top-Down Investment Process
  • Strategic Asset Allocation
  • Tactical Asset Allocation
  • Style Investing
  • Value versus Growth
  • Hedging Portfolios
  • Islamic and Conventional Fund Management
Day 10

Recent Developments and Personal Finance

This day covers contemporary market issues and personal finance considerations that affect investment outcomes. Participants explore global events and their impact on financial markets. The topics covered will include:  

  • Brexit
  • Multilateral Trading Systems
  • Financial Consequences of Terrorism
  • Natural Disasters and Financial Markets
  • Energy Markets
  • Personal Finance
Certificates
  • On successful completion of this training course, GLOMACS Certificate will be awarded to the delegates.
  • Continuing Professional Education credits (CPE): In accordance with the standards of the National Registry of CPE Sponsors, one CPE credit is granted per 50 minutes of attendance.
Providers and Associations

Endorsed Education Provider

NASBA

In Association With

Options & Brochure
Related Certificates
NASBA

Why Choose Saudi GLOMACS?

Saudi GLOMACS is the official Saudi Arabian division of GLOMACS International (glomacs.com), delivering internationally recognised training courses both within Saudi Arabia and across international locations. Our training courses are aligned with the highest professional and institutional standards, supported by a strong understanding of the professional landscape in Saudi Arabia and access to global expertise.

Saudi GLOMACS enables professionals and organisations to strengthen leadership, capability, and long-term excellence through consistently high-quality learning experiences.

Official Saudi Presence

Official Saudi Arabian division of GLOMACS with established global credibility.

International Benchmarks

Internationally benchmarked training courses aligned with professional best practices.

Trusted Across Sectors

Trusted by professionals and institutions across public and private sectors.

Flexible Delivery

Training courses delivered within Saudi Arabia and across international locations.

Related Courses
Frequently Asked Question

No. Saudi GLOMACS delivers courses in Saudi Arabia and internationally, including delivery across Europe and Asia. This allows organisations and professionals to access training both locally and abroad.

No. While governance and leadership are part of the portfolio, Saudi GLOMACS delivers training across the entire business and professional lifecycle, including administrative, technical, legal, regulatory, and sector-specific training.

No. Our training courses are delivered globally through international locations and online platforms, enabling participants from Saudi Arabia and around the world to learn together. This global delivery approach ensures exposure to diverse perspectives, international best practices, and cross-cultural insights while maintaining strong relevance to regional and organisational needs.

View All Training Locations

Yes. Saudi GLOMACS designs and delivers bespoke in-house training tailored to organisational objectives, sector requirements, and workforce needs. Training can be delivered in Saudi Arabia or internationally, depending on requirements.

Yes, in-house and customised strategy training courses are available to support organisations seeking tailored strategic capability development. These courses can be aligned with your industry context, organisational challenges, and long-term strategic objectives.

For further details or to discuss customisation requirements, you may call or WhatsApp +966 (54) 286 8546 or email [email protected] . You can also submit a detailed enquiry through our in-house training page at: https://sa.glomacs.com/in-house-seminars

If you would like further information about these training courses, our team is available to provide professional guidance and support. We are pleased to assist with course selection, the registration process, and any other related enquiries.

For personalised assistance or detailed enquiries, please contact our team on +966 (54) 286 8546 or email us at [email protected]

Courses delivered in Saudi Arabia are adapted to reflect local regulatory frameworks, organisational structures, sector conditions, and professional expectations. This ensures training is relevant, practical, and aligned with Saudi workplace realities.

GLOMACS has been delivering professional training for over thirty years, with courses delivered across Europe, the Middle East, Asia, and other international markets.

Saudi GLOMACS combines three decades of global training experience with a clear focus on Saudi market relevance. This allows it to deliver training that is both internationally credible and locally applicable, across a broader range of disciplines than niche or single-focus providers.

Saudi GLOMACS is a Saudi-based professional training provider delivering courses tailored to the Saudi market and applicable internationally. It operates within the global GLOMACS framework and draws on more than three decades of international training experience.

Saudi GLOMACS offers professional training across a wide range of disciplines, including administration, leadership and management, governance and regulation, law, oil and gas, energy, engineering, finance, digital technologies, and sector-specific specialisations.

Training supports professionals across all career stages, from operational roles to specialist and senior responsibilities.

Participants include professionals from public sector, semi-government, and private sector organisations, across a wide range of roles and industries. Attendees range from administrative and operational professionals to technical specialists, managers, and senior decision-makers.

Related Categories & Certificates