Investment Analysis and Portfolio Management Course

Course Objectives

By the end of this course, participants will:

• Understand the fundamental concepts of investment analysis and portfolio management.
• Analyze various types of investments, including stocks, bonds, and alternative assets.
• Assess and manage investment risk using different risk management techniques.
• Construct and manage a diversified investment portfolio.
• Apply quantitative tools and models for investment decision-making.
• Evaluate the performance of investment portfolios and make adjustments to optimize returns.
• Understand the impact of economic and market factors on investment decisions.

Course Outline:

Module 1: Introduction to Investment Analysis

• Overview of financial markets and investment instruments.
• Understanding risk and return.
• Introduction to portfolio theory.

Module 2: Financial Statement Analysis and Valuation

• Analyzing financial statements for investment decisions.
• Valuation methods: DCF, multiples, and relative valuation.
• Application of valuation techniques to different asset classes.

Module 3: Portfolio Construction and Management

• Principles of portfolio diversification.
• Asset allocation strategies.
• Portfolio optimization models.

Module 4: Risk Management in Investments

• Identifying and measuring investment risk.
• Risk management tools and techniques.
• Application of derivatives in risk management.

Module 5: Performance Evaluation and Portfolio Adjustments

• Performance measurement techniques.
• Benchmarking and performance attribution.
• Making strategic adjustments to investment portfolios.