Portfolio Analysis and Investment Mgt.

This Portfolio analysis and investment management course is an ideal opportunity for professionals to update their skill set and improve their technical skills in portfolio analysis and investment decision-making. At the same time, new entrants to the financial industry may find the array of products and opportunities overwhelming and may welcome the opportunity to be provided with extensive insight into financial markets and available techniques for portfolio management.

Learning Objectives: 

• Profound expertise in investment portfolio management.
•  Demonstrating foresight and analytical skills to thoroughly review information prior to investment decisions, ensuring protection against potential wrongful investments for clients and organizations.
• Experience and exposure in conducting thorough risk assessments and analyses before reaching conclusions on investment plans.
• Keeping abreast of industry developments, enabling the ability to adapt approaches and make informed decisions.
• Dynamic ability to assist organizations in adjusting approaches and investment decisions, fostering greater opportunities
• for career growth and development.
• Sufficient knowledge, confidence, and experience to train professionals on all crucial aspects of investment portfolio management.

Taking pride and satisfaction in aiding organizations in making correct and fruitful investment decisions based on available information.

Key Topics: 

• Overview of portfolio and investment management
• Quantitative methods of investment analysis
• § Portfolio theory: The Markowitz model of Portfolio Risk, The Capital Asset Pricing Model, Arbitrage Price Theory, Market Efficiency Theory
• Fixed income securities: Bond pricing, Bond Duration, The term structure of interest rates, The convexity of a bond, Bond ratings,
• mmunising a bond portfolio, Structured products, Money Market Deposits/CD’s/Commercial Paper/Treasury Bills etc.
• Equity securities: Valuation of quoted and unquoted stock
• Financial performance and interpretations
• Derivative Securities
• Portfolio management and evaluation: Active versus passive portfolio management, Strategic versus tactical asset allocation, Monitoring and revision of the portfolio, Portfolio performance measures etc.