Practical Portfolio Management Course

Introduction

This course is designed to provide professionals with a practical understanding of portfolio management. It covers a range of topics including investment strategies, risk management, asset allocation, and performance measurement.

Objectives

• To understand the principles of portfolio management
• To learn about different investment strategies
• To gain knowledge on risk management in portfolio management
• To understand the importance of asset allocation
• To learn how to measure portfolio performance

Course Outlines

Day 1: Introduction to Portfolio Management

• Understanding portfolio management
• Importance of portfolio management
• Types of portfolios
• Roles and responsibilities of a portfolio manager
• Introduction to investment strategies

Day 2: Investment Strategies

• Active vs passive investment strategies
• Equity strategies
• Fixed income strategies
• Alternative investment strategies
• Portfolio construction

Day 3: Risk Management

• Understanding risk and return
• Risk measurement techniques
• Risk management strategies
• Portfolio risk management
• Role of derivatives in risk management

Day 4: Asset Allocation

• Understanding asset allocation
• Strategic vs tactical asset allocation
• Asset allocation models
• Role of diversification
• Rebalancing the portfolio

Day 5: Performance Measurement

• Importance of performance measurement
• Performance measurement techniques
• Benchmarking
• Performance attribution
• Reporting performance