Faculty of Social Sciences

Sagicor Cave Hill School of Business and Management

Short Courses

Intelligent Investing

Registration is Open

Programme Overview

Intelligent Investing for Generating Long-term Wealth

Global investment ecosystems are being reshaped at an unprecedented pace. Market volatility, digital disruption, shifting investor behaviour, and the growing urgency of sustainability are demanding a smarter, more forward-looking approach. Intelligent Investing is designed to equip a new generation of investment professionals with the skills and vision to thrive in dynamic global markets.

Traditional models that rely on historical data and backward-looking analysis are no longer enough in a world defined by geopolitical shocks, climate risks, technological breakthroughs, and behavioural unpredictability. This programme reimagines investing through a multidisciplinary lens, blending the latest advances in data science, behavioural finance, artificial intelligence, and sustainable investing. Participants will gain the expertise to make high-quality, evidence-based decisions, combining human insight with the power of intelligent systems.

Over six intensive weeks, you will sharpen both technical capability and strategic acumen. The learning journey explores how leading investors and institutions leverage alternative data, AI-driven insights, and scenario-based planning to generate consistent returns while navigating volatility and meeting stakeholder expectations. Through interactive portfolio simulations, real-time financial tools, and investment committee-style decision labs, theory is brought to life in market-relevant contexts.

By the end of the programme, you will be prepared not only to craft intelligent investment strategies but also to defend them with clarity, conviction, and ethical responsibility before boards, clients, and capital partners. This is more than learning to invest—it is about mastering the art and science of intelligent wealth creation for a rapidly evolving world.

Programme Objectives

On completion of this programme, you will be able to: 

  • Analyse global investment trends using macroeconomic insights. 
  • Apply scenario planning for strategic forecasting. 
  • Construct intelligent portfolios using quantitative, behavioural, and ESG insights. 
  • Manage intelligent portfolios using quantitative, behavioural, and ESG insights. 
  • Leverage AI, big data, and alternative datasets to enhance decision-making. 
  • Identify opportunities across traditional and alternative asset classes. 
  • Integrate ethical frameworks and stakeholder considerations in investment strategy. 
  • Present data-backed investment recommendations with strategic clarity.  

 

At a Glance

Course Duration:

February 28 - April 4, 2026

Times:

Saturdays, 11.00am - 1.00pm AST

Certificate Awarded:

Certificate of Completion

Cost:

US $300.00

Registration Deadline:

Modality:

Online

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Additional Information

Programme Curriculum 

  • The Evolving Investment Landscape 
  • Global Macro Shifts: Inflation, Deglobalisation, Tech Cycles 
  • Traditional vs. Intelligent Investing  
  • Introduction to Investment Philosophies and Data Ecosystems 
  • Behavioural Finance and the Psychology of Markets 
  • Cognitive Biases, Heuristics, and Irrational Investor Behaviour 
  • Behavioural Alpha and Framing for Better Client Decisions 
  • Investor Segmentation and Decision Architectures 
  • Intelligent Portfolio Design and Risk Management 
  • Understanding Different Types of Assets (Stocks, Bonds, ETFs, ESG Funds) 
  • Modern Portfolio Theory vs. AI-Augmented Strategies 
  • Portfolio Construction with ESG and Thematic Investing 
  • Smart Beta, Factor Models, and Risk Diversification 
  • Data, AI and Predictive Analytics for Investment Insight 
  • Alternative Data: Sentiment, Mobility, Satellite, Scraping 
  • Machine Learning for Signal Extraction and Predictive Modelling 
  • NLP For Investor Communication and Earnings Call Analysis 
  • Looking Beyond Stocks – Exploring Alternative Investments 
  • Valuation Methods: DCF, Comps, And Venture Models 
  • Asset Classes: Real Estate, Private Equity, Infrastructure, Crypto 
  • Risk, Liquidity and Access in Private Markets 
  • Strategic Decision-Making, Ethics and Communication 
  • Ethics, Regulation and Greenwashing in Intelligent Investing 
  • Scenario Planning for Future-Proofing Portfolios 
  • Storytelling with Data for Stakeholders and Boards 

 

 

 

Who Should Attend: 

This programme is ideal for a wide range of professionals who are eager to deepen their investment knowledge and apply intelligent, future-ready strategies in their personal or professional practice. It is especially suited for: 

  • Early-Career Investment Professionals looking to build a strong foundation in modern investing practices 
  • Financial Advisors, Wealth Managers, and Private Bankers seeking to enhance their advisory impact with data-driven tools 
  • Entrepreneurs, Startup Founders, and Family Business Leaders interested in managing their capital more strategically 
  • Corporate Finance Officers, Treasury Managers, and Strategy Executives who make or influence investment decisions 
  • Professionals in Government, Development Finance Institutions, and Central Banks responsible for public or pension fund investment 
  • Impact Investors, ESG Analysts, and Philanthropic Fund Managers looking to align purpose with performance 
  • Educators, Policy Analysts, and Journalists wanting to better understand the evolving investment landscape 
  • Self-directed Investors who manage portfolios and want to strengthen their investment frameworks 

All notification of cancellations, deferrals, and substitutions must be received in writing. Please submit your request via e-mail to schsbmopen@cavehill.uwi.edu

CANCELLATIONS

  • The Sagicor Cave Hill School of Business and Management (SCHSBM) reserves the right to make changes to any printed or online information on short courses, instructors, or course information; or cancel any short course due to under-subscription or circumstances beyond its control.
  • Delegates will be notified at least seven (7) days before the start of any course that must be cancelled.
  • Fees for short courses cancelled by the SCHSBM will be refunded in full.
  • The SCHSBM will not be liable for any loss, damages or other expenses that result from course cancellations.

REFUNDS

Due to the costs incurred for program preparation and administration any cancellations received 30 days or less from the program start date are subject to fees as described below. For programs with a virtual component, the start date will be considered the first day of live learning.

Written notice of cancellation received by SCHSBM Refund
30 days or more before the start of the specific course 100% of course fees.
29 to 15 days before the start of the specific course 50% of course fees.
14 days or less before the start of the specific course No refund

Sagicor Cave Hill School of Business and Management
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