Portfolio Management

This programme is only available on in-company basis. Please, contact us for more information

Course Description

A 2 day practical course for Portfolio, Asset and Wealth Managers exploring successful strategies for building investment portfolio. 

This 2 day course will give participants a practical understanding of portfolio creation and management techniques. Delegates will learn to analyse pros and cons of investing in bonds, equities and alternative instruments, explore methods for measuring returns and risk and explore how to build an optimal portfolio for private clients.

The course is relevant for professionals with 1-2 years of industry experience who have some basic understanding of the main investment instruments as well as for analysts and supporting staff.

What Will You Learn

By the end of this training you will have a sound understanding of strategies and mechanisms involved in portfolio construction including:

  • Choosing the right instruments, traditional and alternative
  • Apply risk measurement and management techniques
  • Understanding bonds, equities, hedge funds, private equity, commodities and FX overlay
  • Strategies to optimise the portfolio performance
  • Pros and cons of implementing hedge funds in a portfolio as well as how to choose the right hedge fund manager

Main Topics Covered During This Training

  • Overview of the current market context for portfolio managers
  • Modern Portfolio Theory and application of behavioural finance
  • Methods for measuring returns
  • Implementing Betas and Alphas in the context of portfolio management
  • Investing in bonds and equities - selection criteria and factors to consider
  • Investing in private equity, hedge funds, commodities and FX overlay
  • Passive vs active investing
  • Portfolio construction for private clients
  • Risk management techniques
  • Portfolio optimisation strategies
  • Implementing hedge funds in a portfolio

Who Should Attend

From Asset Management, Private Banks, Wealth Management Companies, Family Officest and Corporate Banks as well as Consultancies and Lawyers : Executives, Managers and Team Members and Support Staff involved in:

  • Portfolio Management
  • Client Relationship Managers
  • Asset Managers
  • Private Bankers
  • Consultants
  • Wealth Management
  • Business Development
  • Fixed Income and Equity Analysts
  • Back and Middle Office Staff
  • Pension Fund Professionals

In-Company, call us for more information

Contact us for details

 

Eureka Financial Faculty

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Portfolio Management <p>A 2 day practical course for Portfolio, Asset and Wealth Managers exploring successful strategies for building investment portfolio.&nbsp;</p> <p>This 2 day course will give participants a practical understanding of portfolio creation and management techniques. Delegates will learn to analyse pros and cons of investing in bonds, equities and alternative instruments, explore methods for measurin ... In-Company