About the Course

This 5-day interactive Portfolio Management and Investment Analysis will enhance the delegates’ knowledge about how professional investors create and manage their portfolios efficiently. The methodology aims to give delegates a more comprehensive understanding of the diverse capital market products, a greater awareness of the leverage available techniques, and an advanced ability to detect, counter and manage the related risk within different asset classes and financial operations.

Delegates will practice some sophisticated techniques within the investment process followed by top investors in real life, from Asset Liability Management to Strategic and Tactical Asset Allocation to Portfolio Management, Security Selection and finally, Trading according to the adequate strategy to their business profile that would impact their behavioural attitude in either conservative (Risk Averse) or aggressive (Risk Lover).

This programme is based on continuous and progressive learning with sharing experiences that would be applied and discussed; the focus for each day will be to analyse a different asset class. From traditional assets like listed stocks, it will examine the bond market, essential commodities and derivatives, mutual funds, hedge fund trading and private equity by building diversified portfolios. Furthermore, it will introduce delegates to a new development in professional portfolio management through real-life cases using actual data and nonstop changing economic conditions.

Core Objectives

After completing this training course, each delegate will have gained a lot of vital skills that should enhance business professionalism.

The participants will be able to achieve the following objectives:

• Understand the strategic investment management process
• Apply financial analysis and portfolio management techniques
• Make proper investment decisions
• Gain an exposure to an array of different asset classes
• Develop and implement investment strategies along with organisational goals and risk tolerance
• Evaluate the performance of investment portfolios and make necessary adjustments as needed
• Learn the appropriate techniques for performance management

Training Approach

This training course will combine presentations with interactive practical market conditions and case studies. The delegates will be encouraged to practice and implement the principles of asset allocation of the various financial products to the needs of their future investments.

The Attendees

This training course would greatly benefit anyone willing to develop and increase professional skills in capital markets and Investment decisions.

Likewise, it will be valuable to the professionals but not limited to the following:

• Financial Market Professionals
• Investment Analysis Officers
• Front Office Traders and Brokers
• Back Office Senior Employees
• Portfolio Managers
• Treasury Officers
• Risk Professionals

Daily Discussion

DAY ONE: INTRODUCTION TO INVESTMENT ANALYSIS AND PORTFOLIO MANAGEMENT

• What is investment analysis?
• The Portfolio Management Concept
• The Investment Philosophy and Process
• Asset Classes and Risk-return Pyramid
• Assets Allocation Analysis
• Financial Markets and Trading

DAY TWO: QUANTITATIVE INVESTMENT ANALYSIS

• Financial Statement Overview
• Equity Analysis: Types of Equity Investments
• IPO’s and Rights Issues
• Market Indices
• International Equity Market Linkages
• Technical Analysis
• Valuation Models

DAY THREE: QUALITATIVE INVESTMENT ANALYSIS

• Industry Analysis
• Company Analysis
• Management Assessment
• Bond Market Analysis
• The Term Structure of Interest Rates
• Credit Ratings
• Structured Products Conception

DAY FOUR: SUSTAINABLE PORTFOLIO MANAGEMENT

• Constructing and Managing Sustainable Portfolios
• Sustainable Asset Allocation
• Sustainable Diversification
• Performance Evaluation of Sustainable Portfolios
• The Markowitz Model of Portfolio Risk
• The Capital Asset Pricing Model
• A Practical Application of the CAPM to a Range of Companies

DAY FIVE: MODERN PORTFOLIO MANAGEMENT

• Behavioural Finance Practices
• Sustainable Investing Strategies
• Recent Alternative Investments
• Opportunities Offered by Alternative Investments (Property, Commodities, etc.)
• Derivative Markets and Its Related Long-term Strategies