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Investment Management

Principles of Portfolio Management

CPD Hours: 7

Aims

This one-day level 2 workshop is designed to follow our Introduction to Investment Management course and assumes a basic knowledge of asset classes and investment strategies.

This course explores Modern Portfolio Theory, investment techniques, risk and performance measurement.

Case studies form an integral part of the course, to allow the delegates to consolidate the information and provide the basis for group discussions.

Objectives

At the end of the workshop, delegates will have a better understanding of:

  • Asset class pricing
  • Using derivatives
  • Modern Portfolio Theory
  • Risk
  • Investment strategies
  • Performance measurement, attribution and benchmarking

Who Should Attend?

  • Finance and accounting
  • HR and training
  • Investment administration and operations
  • Investment professionals
  • PR and recruitment firms
  • Risk management
  • Sales and marketing

Content

  • Fixed income
  • Equities
  • Cash and Money Market instruments
  • Currencies
  • Alternatives
  • Derivatives
  • Modern portfolio theory
  • Building portfolios
  • Performance measurement

Contact us for more information.

What people say about our Investment Management courses

A broad overview but with the backup of a very skilled trainer. I am new to the Financial Sector and it helped greatly to understand the work of an Investment Manager. It was very helpful and I have much more confidence to ask questions within my team.

Ignis Asset Management