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Portfolio Management


The course compares the types of pooled investment management products that are available to investors. The following two readings cover portfolio risk and return measures and introduce modern portfolio theory and a quantitative framework for portfolio selection and asset pricing. The last subject focuses on the portfolio planning and construction process, including the development of an investment policy. This course begins with the basics of portfolio management process and gradually builds up into comprehensive topics like multi factor models and macroeconomic models. The course also discusses the practical application of portfolio models.


Content Highlights

Introduction to the concept of a portfolio approach to investments
The investment needs of various types of individual and institutional investors
Organization and Functioning of Securities Markets
Instruments: Understand ADRs, its various types and ETFs
The concept of efficient capital markets and three forms of the efficient market hypothesis
Security Valuation
Bonds and Derivatives


Upon completion of this course, the participants will be able to:

Understand Portfolio management process
Observe the differences between active and passive portfolio management
List key elements of the capital asset pricing model
Identify the major theories of portfolio management, including the efficient markets hypothesis, diversification and correlation, the efficient frontier, capital asset pricing model, and arbitrage pricing theory
Discuss how diversifying a portfolio can reduce its risk.
Explain how risk and return vary for different combinations of assets, leading to the development of the efficient frontier
Explain how specific risk differs from market risk, as postulated by the capital asset pricing model
Use various risk measures to build a portfolio balancing risk and return
Identify the advantages, benefits, and risks of global investing and investing in emerging markets
Recognize key alternative investments

Course Facts

5 days; 30 hours



“In our efforts at constantly upgrading the skills of our staff and
providing them with relevant learning and developmental
opportunities, we have on several occasions partnered with
SKILLS whose training courses/workshops have been highly
informative, challenging and very effective. They have offered
us custom made courses which have always been of great
value and have been greatly appreciated by the participants.“

Ravi Mohanty, Manager
Training & Development
Kingdom of Bahrain


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