Portfolio and Funds Management Egyptian Banking Institute

During this course, participants will gain an overview of the structure of financial markets, with a focus on capital markets and the types of financial instruments available. Participants will also learn the basics of portfolio and fund management, with the goal of maximizing returns and minimizing the risk.

Course Description:

During this course, participants will gain an overview of the structure of financial markets, with a focus on capital markets and the types of financial instruments available. Participants will also learn the basics of portfolio and fund management, with the goal of maximizing returns and minimizing the risk.

Course Objectives:

  1. Describe the financial markets – the money market and the capital market.
  2. Construct and manage investment portfolios.
  3. Discuss and apply the methodologies used in fundamental and technical analysis.

Course Outline:

Module 1: Introduction to the Financial Markets

  • Introduction to the financial markets
  • The money market and the capital market
  • Efficient and strong markets
  • Factors of efficiency
  • Types of securities:
  • Bonds
  • Shares
  • Global Depository Receipts (GDRs)

Module 2: Investment Portfolios and Mutual Funds

  • Definition of an investment portfolio
  • How to form and manage portfolios
  • Strategy of portfolio management
  • How to evaluate and calculate the return on the portfolio
  • Investment risks and how to manage them
  • Understanding mutual funds

Module 3: Methodologies Used in Investment Decision Making

  • Fundamental analysis and its application
  • Technical analysis and its application
  • Case studies

Assessment Strategy:

  • Participants will be informally assessed on their interaction during sessions and their participation in exercises

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