Investment and Portfolio Management

Course details

We begin the course with an introduction to the fundamentals of portfolio management which will cover the portfolio management process in its entirety. We will explore concepts such as indifference curves, efficient frontier, calculation of risk and return, risk/return trade¬offs, diversifying risk and the asset allocation process. Principles of portfolio management Introduction and objectives  

• Introduction to portfolio management 
  
• The fund management process 
  
• The client 
  
• The portfolio manager's role 
  
• Portfolio analysis 
  
• The decision making process - strategic and tactical asset allocation 
  
• Active vs passive fund management 
  
• Asset allocation vs stock selection 
  

What will I learn?

• Portfolio analysis - returns and risk  
  
• Case study - Calculating expected returns 
  
• Case study - Risk return trade-off  
  
• Case study - Optimising a portfolio via diversification 
• Case study - Portfolio management decisions 
  
• Equity portfolio management 
  
• The principles of equity investment 
• Valuing equity securities  
  
• Case study - applying fundamental and multiple based valuation to a case company 
  
• Equity portfolio management  
  
• Case study - evaluating equity funds 
  
• Equity indexing  
  
• International equity portfolio management 
  

This intensive training program is designed for those who would like to develop career as:

• Financial Analyst
  
• Chief Accountant 
  
• Accounts executive 
  
• Financial Controller 
  
• Financial Manager 
  
• Management Accountant