Principles of Portfolio Management
CPD Hours: 7
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.
At the end of the workshop, delegates will have a better understanding of:
- Asset class pricing
- Using derivatives
- Modern Portfolio Theory
- 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
- Fixed income
- Cash and Money Market instruments
- Modern portfolio theory
- Building portfolios
- Performance measurement
Contact us for more information.