16 Topics
5 Days
79 Sessions
Programme Overview
Training Description
Who Should Attend
- Business Transformation Managers
- Senior Management and Executives
- Resource and Capacity Managers
- Risk Management Professionals
- Business Analysts
- Project and Programme Coordinators
- Governance and Compliance Professionals
- Change Management Professionals
- Professionals transitioning into portfolio management roles
Session Objectives
- Understand the core concepts of modern portfolio theory.
- Learn to conduct a thorough financial market analysis.
- Master the process of portfolio construction and asset allocation.
- Develop skills for effective risk management and performance evaluation.
- Analyze various types of investment assets, including stocks, bonds, and alternatives.
- Understand the impact of economic and geopolitical factors on portfolios.
- Learn to use financial modeling and quantitative analysis.
- Create and implement investment policy statements.
- Apply ethical standards and regulatory frameworks in portfolio management.
- Gain a practical understanding of behavioral finance and its impact on investors.
About the Course
The Unleashing Potential: Portfolio Management Fundamentals Training course provides participants with a comprehensive foundation in portfolio management and its role in achieving organizational strategy and maximizing business value. The course explores how organizations can select, prioritize, balance, and manage portfolios of projects and programmes to ensure that investments are aligned with strategic objectives.Participants will gain practical knowledge of portfolio governance, strategic alignment, investment prioritization, risk management, resource allocation, portfolio performance measurement, and benefits realization. Through practical exercises, case studies, and real-world scenarios, the training enables participants to make informed portfolio decisions and optimize organizational resources and investments.
Curriculum & Topics
16 Topics | 79 Sessions
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Workshop 1.1:
The definition and objectives of a portfolio.
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Workshop 1.2:
An overview of the investment process.
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Workshop 1.3:
The concept of risk and return.
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Workshop 1.4:
An introduction to modern portfolio theory (MPT).
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Workshop 1.5:
The role of a portfolio manager.
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Workshop 2.1:
Stocks, bonds, and cash equivalents.
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Workshop 2.2:
Real estate, commodities, and private equity.
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Workshop 2.3:
Mutual funds, ETFs, and hedge funds.
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Workshop 2.4:
Understanding derivatives and structured products.
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Workshop 2.5:
The characteristics and risks of each asset class.
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Workshop 3.1:
Calculating historical and expected returns.
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Workshop 3.2:
Measuring volatility and standard deviation.
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Workshop 3.3:
The concept of correlation and diversification.
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Workshop 3.4:
Understanding beta and its role in a portfolio.
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Workshop 3.5:
Using Sharpe ratio and Sortino ratio for performance analysis.
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Workshop 4.1:
The efficient frontier and optimal portfolios.
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Workshop 4.2:
The Capital Asset Pricing Model (CAPM).
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Workshop 4.3:
The concept of systematic vs. unsystematic risk.
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Workshop 4.4:
Constructing a diversified portfolio.
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Workshop 4.5:
Criticisms and limitations of MPT.
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Workshop 5.1:
The strategic vs. tactical asset allocation approach.
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Workshop 5.2:
Active vs. passive investment strategies.
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Workshop 5.3:
Top-down vs. bottom-up security analysis.
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Workshop 5.4:
Tailoring a portfolio to client needs.
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Workshop 5.5:
Rebalancing and its importance.
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Workshop 6.1:
An introduction to investor psychology.
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Workshop 6.2:
Cognitive biases and their impact on investment decisions.
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Workshop 6.3:
The role of emotions in the market.
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Workshop 6.4:
Overcoming common behavioral pitfalls.
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Workshop 6.5:
Nudging investors toward rational decisions.
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Workshop 7.1:
The impact of inflation and interest rates on portfolios.
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Workshop 7.2:
Understanding business cycles and their phases.
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Workshop 7.3:
The role of central banks and fiscal policy.
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Workshop 7.4:
Analyzing key economic indicators.
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Workshop 7.5:
The influence of geopolitical events.
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Workshop 8.1:
The characteristics of bonds and their valuation.
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Workshop 8.2:
Understanding duration and convexity.
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Workshop 8.3:
Managing interest rate risk.
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Workshop 8.4:
An overview of the yield curve.
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Workshop 8.5:
Constructing a bond portfolio.
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Workshop 9.1:
Fundamental vs. technical analysis.
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Workshop 9.2:
Using financial statements to evaluate companies.
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Workshop 9.3:
The importance of valuation models.
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Workshop 9.4:
Understanding different equity strategies.
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Workshop 9.5:
The role of market capitalization and sectors.
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Workshop 10.1:
An introduction to hedge funds and private equity.
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Workshop 10.2:
Investing in real estate and commodities.
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Workshop 10.3:
The benefits and risks of alternative assets.
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Workshop 10.4:
The role of due diligence.
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Workshop 10.5:
The liquidity and lock-up periods of alternatives.
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Workshop 11.1:
Calculating and interpreting portfolio returns.
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Workshop 11.2:
The use of benchmarks for comparison.
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Workshop 11.3:
Performance attribution analysis.
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Workshop 11.4:
The role of risk-adjusted returns.
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Workshop 11.5:
Presenting performance reports to clients.
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Workshop 12.1:
The various types of portfolio risk.
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Workshop 12.2:
Techniques for managing credit and liquidity risk.
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Workshop 12.3:
Using derivatives for hedging.
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Workshop 12.4:
Value at Risk (VaR) and other risk metrics.
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Workshop 12.5:
Stress testing and scenario analysis.
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Workshop 13.1:
The purpose and components of an IPS.
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Workshop 13.2:
Defining client objectives and constraints.
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Workshop 13.3:
Setting appropriate risk tolerance levels.
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Workshop 13.4:
Establishing investment guidelines.
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Workshop 13.5:
Regular review and update of the IPS.
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Workshop 14.1:
Using statistical tools for portfolio analysis.
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Workshop 14.2:
An introduction to regression analysis.
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Workshop 14.3:
The role of Monte Carlo simulation.
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Workshop 14.4:
Back testing investment strategies.
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Workshop 14.5:
Building a basic financial model.
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Workshop 15.1:
Fiduciary duty and professional conduct.
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Workshop 15.2:
Understanding regulations like the Investment Advisers Act.
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Workshop 15.3:
The importance of transparency and disclosure.
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Workshop 15.4:
Avoiding conflicts of interest.
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Workshop 15.5:
The role of professional certifications and associations.
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Workshop 16.1:
Developing a personal investment philosophy.
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Workshop 16.2:
Practical career advice for finance professionals.
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Workshop 16.3:
Networking and professional development.
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Workshop 16.4:
How to communicate effectively with clients.
