Portfolio Management Inhouse Course

 Location: Available Globally

 Dates: Open date - Open date  Duration: -  Price: GBP

A 2 day practical course for Portfolio, Asset and Wealth Managers exploring successful strategies for building investment portfolio.

By the end of this training you will have a sound understanding of strategies and mechanisms involved in portfolio construction including:

  • Choosing the right instruments: traditional and alternative
  • Apply risk measurement and management techniques
  • Understanding bonds, equities, hedge funds, private equity, commodities and FX overlay
  • Strategies to optimise the portfolio performance
  • Pros and cons of implementing hedge funds in a portfolio as well as how to choose the right hedge fund manager 

Description

This 2 day course will give participants a practical understanding of portfolio creation and management techniques. Delegates will learn to analyse pros and cons of investing in bonds, equities and alternative instruments, explore methods for measuring returns and risk and explore how to build an optimal portfolio for private clients.

The course is relevant for professionals with 1-2 years of industry experience who have some basic understanding of the main investment instruments as well as for analysts and supporting staff.

Main Topics Covered During This Training

  • Overview  of the current market context for portfolio managers
  • Modern Portfolio Theory and application of behavioural finance
  • Methods for measuring returns
  • Implementing Betas and Alphas in the context of portfolio management
  • Investing in bonds and equities - selection criteria and factors to consider
  • Investing in private equity, hedge funds, commodities and FX overlay
  • Passive vs active investing
  • Portfolio construction for private clients
  • Risk management techniques
  • Portfolio optimisation strategies
  • Implementing hedge funds in a portfolio

Who Should Attend

From Asset Management, Private Banks, Wealth Management Companies, Family Officest and Corporate Banks as well as Consultancies and Lawyers : Executives, Managers and Team Members and Support Staff involved in:

  • Portfolio Management
  • Client Relationship Managers
  • Asset Managers
  • Private Bankers
  • Consultants
  • Wealth Management
  • Business Development
  • Fixed Income and Equity Analysts
  • Back and Middle Office Staff
  • Pension Fund Professionals

Teaching Method

The course is taught with hands-on, practical exercises forming the framework for the case study model. All the theory will be explained though recent financial examples and put into current market context to help you apply it in your daily business.

You will also benefit from a comprehensive course material.

In order to help us establish your individual and business concerns, you will be asked to fill a pre-course questionnaire.


Course categories:Asset Management Inhouse, Hedge Funds Inhouse, Private Banking / Wealth Management Inhouse

COVERED TOPICS

For the full agenda, pricing information and queries you may have please fill the form

REGISTRATION & PRICING INFORMATION

IN-HOUSE TRAINING

If you have a team of 4 or more this course can be customised and organised in-house at your convenience. Contact one of our advisors to find out more.

For more information or to be contacted by the event provider please fill this form:

Required
Required
Required
Required
Required
Required
Required
Tooltip

Price: GBP
Location: Available Globally
Event date: Open date - Open date
Event duration: -
Event time:

ADDITIONAL DATES

Event Date Duration Venue Price Credits Signup
Portfolio Management Inhouse Course Open date - Available Globally Country: gb

CONTACT US
Contact Our Help Desk

Email: info@financialveritas.com

Phone: +44 208 133 5917

 Skype Me™! Chat with us on skype