Portfolio Management

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Course Description

You may be interested in our open public course on Investment Performance Measurement in London

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

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


What Will You Learn

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
Register Now

In-Company, call us for more information

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Thank you for your interest in our company and your enquiry. We will contact you shortly.

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Portfolio Management <h3><strong>You may be interested in our open public course on </strong><a href="http://www.eurekafinancial.com/courses/performance_measurement.html"><strong>Investment Performance Measurement in London</strong></a><strong>.&nbsp;</strong></h3> <p>A 2 day practical course for Portfolio, Asset and Wealth Managers exploring successful strategies for building investment portfolio.&nbsp;</p> <p>By the ... In-Company