This Workshop will address all you need to assist you in analyzing your Investment and Practical Management of Portfolio.

Why Attend

People invest in many things, including stocks, liquid funds, gold, and other mutual funds.

But with the increase in exchange and commodity risks, it is vital to analyze investments to ensure they are profitable and have reduced risks. Investment analysis involves utilizing relevant trend analysis and ratios to evaluate an investment for risk, resale value, and income. In addition, it measures the suitability of an asset for a portfolio or a particular investor.

Who Should Attend?

The Investment Analysis and Portfolio Management Course is ideal for people involved in practical investment analysis and portfolio management. This course is suitable for personnel such as:

• Investment analysts and portfolio managers:interested in improving their knowledge of investment analysis and project management best practices
• Finance analysts and managers, and aspiring Investment Bankers:interested in the mastery of investment analysis and portfolio management
• Other personnel:working in the investment division of banks and financial institutions.
• Other finance professionals:interested in building a career in investment analysis and portfolio management
• Investment advisors:vested with the responsibility of advising clients on a variety of investment topics
• Investors:interested in the application of portfolio management concepts and techniques to their specific business problems
• Anyoneinterested in pursuing a career in investment analysis and Portfolio Management

Course Objectives

The Investment Analysis and Portfolio Management Course aim to help trainees to achieve the below-mentioned objectives:

• Understand the various methodologies of investment analysis
• Equip trainees with the required expertise to perform a practical investment analysis
• Understand the required skill and knowledge for appraising your investment portfolio performance by calculating portfolio returns and risks
• Equip trainees with the required expertise to manage investment portfolios using analytic and trading tools
• Develop how to improve an investor’s portfolio by increasing returns and reducing risks
• Learn how to estimate the expected returns of stocks utilizing the mean method and state-contingent weighted probabilities
• Learn the necessary skills, knowledge, and expertise needed to diversify investment to improve ROI
• Equip trainees with the required expertise to apply portfolio management concepts and techniques to their specific business problems
• Provide personnel with the required skills to determine the potential of an investment, monitor and analyze the investment growth
• Comprehensive understanding of the portfolio construction process

Course Content

Module 1: Overview of Investment

• Meaning and concept of investment
• Types of investment – Stocks – Money market funds – Bonds – Mutual funds – Property funds

Module 2: Investment Analysis

• Introduction
• Meaning of Investment Analysis
• Factors Considered in Investment Analysis – Risk – Cash flow – Resale value
• Elements of Investment Analysis – Revenue – Profit – Operational efficiency – Capital efficiency – Liquidity
• Aims of Investment Analysis
• Advantages and Disadvantages of Investment Analysis

Module 3: Types of Investment Analysis

• Top-Down approach
• Bottom-Up approach
• Functional approach
• Liquidity analysis
• Leverage analysis
• Efficiency analysis
• Profitability analysis
• Technical approach

Module 4: Investment Analysis Strategies

• Identify an investment opportunity
• Determine whether the investment will yield profit and compensate for risks
• Conduct a risk tolerance assessment
• Analyse fees

Module 5: Investment Analyst

• Who is an Investment Analyst?
• Roles and responsibilities of an investment analyst
• Soft and hard skills required of an investment analyst

Module 6: Overview of Portfolio

• Meaning of portfolio
• Types of portfolio – Defined portfolio – Hybrid portfolio – Portfolio investment – Equities-focused portfolios

Module 7: Portfolio Construction

• Meaning
• Steps in Creating a profitable portfolio – Asset allocation – Portfolio diversification – Reassessing portfolio weightings – Strategic rebalancing

Module 8: Theory of Investment Portfolio Construction

• Modern portfolio theory – Meaning – Markowitz portfolio theory – The expected rate of return and risk – Capital Asset Pricing Model
• Arbitrage price theory
• Market efficiency theory

Module 9: Portfolio Management

• Introduction
• Meaning of Portfolio Management
• Elements of Portfolio Management – Asset Allocation – Diversification – Rebalancing
• Importance of Portfolio Management

Module 10: Approach to Portfolio Management

• Active Portfolio Management
• Passive Portfolio Management
• Discretionary portfolio management services
• Non-discretionary portfolio management services

Module 11: Portfolio Management Process

• Determine the client’s objectives
• Choose the most suitable asset classes
• Perform strategic asset allocation
• Perform tactical asset allocation (TAA) or insured asset allocation (IAA)
• Managing risk
• Monitoring and revision of portfolio
• Measure portfolio performance

Module 12: Portfolio Manager

• Who is a Portfolio Manager?
• Types of Portfolio Manager – Individual – Institutional
• Roles and Responsibilities of a Portfolio Manager
• Hard and soft skills required of a portfolio manager

Module 13: Investment Analysis and Portfolio Management

• Relationship between investment analysis and portfolio management
• The difference between investment analysis and portfolio management

Course Booking

Please use the “book now” or “inquire” buttons on this page to either book your space or make further enquiries.