Investment Management

<p>This course is designed to equip participants with a holistic understanding of investment management within a media and advertising context. It addresses the critical risks of non-alignment, non-compliance, and non-delivery, which can impact business revenue, reputation, and client relationships. The course goes beyond productivity, focusing on active risk and opportunity management to consistently deliver on commitments in terms of quality and price. This course covers:</p><ol><li>Investment Management Overview: Understanding the interconnectedness of investment, commercial, and legal teams. The importance of compliance and collaboration to mitigate business risk.</li><li>Pitch Commitment: How to structure and communicate commitments during client pitches: Balancing cost benefits, trust, and transparency to win and retain business.</li><li>Client Contracts and Compliance: Key contract sections for client teams. Managing compliance, risk, and profitability through contract terms.</li><li>Proactive Trading: Developing and proposing strategies to maximize value for clients. Moving from reactive to proactive value delivery.</li><li>Productivity: Measuring and guaranteeing delivery on commitments. Understanding methodologies for cost and quality guarantees, and how to track and report savings.</li><li>Active Value Management: Leveraging all value levers daily to optimize outcomes. Using market intelligence, productivity frameworks, and continuous improvement.</li></ol>