The last few years have witnessed unprecedented volatility in the capital markets. Active managers have switched between risk on and risk off trades. As the markets continue to evolve, a thorough understanding of the basics is essential. This hands-on course examines the investment process, risk and return and strategies to increase return. Differences between asset managers and institutional fund managers are explored. The course wraps up by analyzing attribution metrics on the portfolio’s performance.
This course will provide participants with techniques for evaluating investments on an individual basis & in the context of the portfolio. Techniques for analyzing investments focus on maximizing expected returns while minimizing risk. The most powerful way to achieve this objective is by creating a portfolio of investments. Topics covered are Financial Statement Analysis, Markets & Instruments, Equity Investments, Debt Investments & Portfolio Management.
By the end of the course, participants will be able to:
Investment & Portfolio Management Fundamentals training is designed for:
Pre & Post course assessments will be used to measure the effectiveness of this training and measure the skill and ability of participants.
Key Topics
Key Topics
Key Topics
Key Topics
Key Topics
Key Topics
Key Topics
Key Topics
Key Topics
Upon successful completion of this training, participants will receive a PROMISE Certificate of Completion.
Upon successful completion of this training, participants will receive a PROMISE Certificate of Completion.
FI22
FI29
FI28
FI27
FI26
FI24
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