Contents
Introduction to investment management
- Definition and significance of shareholdings.
- Objectives of company investments (decision criteria, costs).
Strategic considerations
- Objective of investments.
- Identification of new business areas.
- Separation from the core business.
- Cooperations and joint ventures.
- Types of shareholdings: Classification, differences and characteristics.
Management of investments
- Control by shareholders and committees.
- Portfolio analysis.
- Definition of objectives: Reviews, reporting and performance measurement.
- International aspects: Investment management in a global context.
Portfolio measures
- Formation, mergers, corporate actions, sale, liquidation.
- Exit: Planning and implementation of exit strategies.
Crisis management
- Adaptation to changing market conditions.
- Strategies for overcoming crises in investments.
- Handling risks and unforeseen events.
Corporate Governance
- Decisions and business judgment.
- Integration into the Group.
- Compliance, reporting, guidelines.
- Managing director, rules of procedure, powers of attorney, dual control principle.
Special case investment in start-ups
- Challenges and opportunities for startup investments.
Learning environment
Once you have registered, you will find useful information, downloads and extra services relating to this training course in your online learning environment.
Your benefit
- You will gain a sound understanding of the objectives of corporate investments and strategic considerations for the investment portfolio.
- They learn about different forms of participation.
- You will learn how to set targets and measure them with performance reviews.
- You will learn how to use portfolio measures to ensure long-term success.
- You will receive know-how on corporate governance and the management of shareholdings by the shareholder.
- Another topic is the challenges and opportunities of investing in start-ups.
- You will have the opportunity to exchange ideas with experts and other participants to expand your network and gain practical insights.
Methods
The training is characterized by a practice-oriented approach in which the content is supplemented by practical examples and case studies.
Recommended for
The training is recommended for executives and managers working in the areas of investment management, investment controlling, corporate development, finance, mergers & acquisitions (M&A) and strategic management. Also for investors, consultants and decision-makers who are responsible for the management and optimization of investment portfolios. In addition, entrepreneurs and managing directors who need a deeper insight into the subject matter.
Further recommendations for "Successfully managing equity investments"
Seminar evaluation for "Successfully managing shareholdings"







41030
Start dates and details
Thursday, 05.06.2025
09:00 am - 5:00 pm
Friday, 06.06.2025
09:00 am - 5:00 pm
- one joint lunch per full seminar day,
- Catering during breaks and
- extensive working documents.
Thursday, 18.09.2025
09:00 am - 5:00 pm
Friday, 19.09.2025
09:00 am - 5:00 pm
- one joint lunch per full seminar day,
- Catering during breaks and
- extensive working documents.
Monday, 13.10.2025
09:00 am - 5:00 pm
Tuesday, 14.10.2025
09:00 am - 5:00 pm
- one joint lunch per full seminar day,
- Catering during breaks and
- extensive working documents.

Tuesday, 18.11.2025
09:30 am - 5:30 pm
Wednesday, 19.11.2025
09:00 am - 5:00 pm
Thursday, 26.03.2026
09:00 am - 5:00 pm
Friday, 27.03.2026
09:00 am - 5:00 pm
- one joint lunch per full seminar day,
- Catering during breaks and
- extensive working documents.
Tuesday, 16.06.2026
09:00 am - 5:00 pm
Wednesday, 17.06.2026
09:00 am - 5:00 pm
- one joint lunch per full seminar day,
- Catering during breaks and
- extensive working documents.

Monday, 03.08.2026
09:30 am - 5:30 pm
Tuesday, 04.08.2026
09:00 am - 5:00 pm
Monday, 14.09.2026
09:00 am - 5:00 pm
Tuesday, 15.09.2026
09:00 am - 5:00 pm
- one joint lunch per full seminar day,
- Catering during breaks and
- extensive working documents.
- one joint lunch per full seminar day,
- Catering during breaks and
- extensive working documents.