Course Overview
Investment Analysis and Portfolio Management Course is designed to provide participants with a comprehensive understanding of investment analysis and portfolio management. This course covers the principles of investment decision-making, risk management, and the strategies used to optimize portfolio performance. Participants will learn how to evaluate different types of investments, construct diversified portfolios, and apply quantitative tools for investment analysis.
Course Duration
5 Days
Who Should Attend
- Investment Professionals
- Financial Analysts
- Portfolio Managers
- Bankers
- Finance Students and Academics
- Individual Investors
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.
Customized Training
This training can be tailored to your institution needs and delivered at a location of your choice upon request.
Requirements
Participants need to be proficient in English.
Training Fee
The fee covers tuition, training materials, refreshments, lunch, and study visits. Participants are responsible for their own travel, visa, insurance, and personal expenses.
Certification
A certificate from Ideal Sense & Workplace Solutions is awarded upon successful completion.
Accommodation
Accommodation can be arranged upon request. Contact via email for reservations.
Payment
Payment should be made before the training starts, with proof of payment sent to outreach@idealsense.org.
For further inquiries, please contact us on details below:
