Portfolio Management Techniques Course
A 4-day intensive financial training course looking at managing fixed income, equity and alternative portfolio’s.
The principal aim of this course is to develop and enhance participants’ skills that are commonly used in equity, debt and alternative investment management. The course starts of with statistical and theoretical approaches to fund management, asset allocation, investor profiles and behavioral finance applications.
The 2nd day is dedicated to fixed income, including topics such as valuing, pricing and risk management. The 3rd focuses on equity portfolio management including asset pricing models, portfolio management techniques, indexing strategies and emerging market equities. The last day is dedicated to alternative investments and performance measurement. The last case study will allow participants to use all topics learned during the previous days to evaluate a group of investment portfolios.
How will this course assist you?
On completion of 4-day training course you will be able to:
Strengthen your understanding of modern portfolio theory
Understand the process of building efficient portfolios of bonds, equities and alternative investments
Know about the importance of behavioural investment biases
Appreciate the specifics of emerging markets equity portfolio construction
Gain an insight in alternative investment strategies as portable alpha and the use of derivative strategies
Learn about performance measurement, evaluation and attribution
Who should attend?
Equity and fixed income analysts
Wealth managers and private bankers
Independent financial advisors
Back and middle office professionals
Pension fund trustees