Investment Portfolio Management Masterclass

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.

• Developing analytical skills for making sound investment decision
• Techniques of investment analysis
• Selection of appropriate investment vehicles
• Understanding market indicators
• Analyzing financial analysts- recommendations

By the end of the course, participants will be able to:

• Distinguish portfolio management from other management types
• Connect projects to corporate strategic goals
• Describe what is included in project prioritization in big, complex corporations
• Give priority to various projects based on their strategic value
• List projects based on the strategic priorities so as to optimize the advantages stemmed from a corporation capability to finish projects
• Increase the volume of projects as much as possible to be accomplished by creating defensive ability of non-limiting resources
• Optimize the value of projects that are over by making sure that the proper projects are being accomplished in the right order
• Facilitate the portfolio management procedure by concentrating the management attention on the bottlenecks to project accomplishment
• Consider portfolio management effectiveness as a factor to the participation of the Project Management Office
• Evaluate the advantages of portfolio management
• Analyze the role of project portfolio management in the organizational achievements
• Express efficient project portfolio documents
• Choose the tools and approaches to equalize a project portfolio

Investment & Portfolio Management Fundamentals training is designed for:

• Program managers
• Product managers
• Portfolio managers
• Senior executives accountable for corporation policies
• Managers accountable for generating organizational policies or for offering strategic recommendations
• Members of portfolio, program, or project offices
• Operational managers
• Project team personnel, clients, and other stakeholders of the portfolio management process

• Investment & Portfolio Management is combined of theory and hands-on modules.
• Theory and concepts are delivered through interactive lectures and presentations
• Practical activities are provided through hands-on workshops, seminars, and group activities

Pre & Post course assessments will be used to measure the effectiveness of this training and measure the skill and ability of participants.