The last few years have witnessed unprecedented volatility in the capital markets. Active managers have switched between risk on and risk off trades. As the markets continue to evolve, a thorough understanding of the basics is essential. This hands-on course examines the investment process, risk and return and strategies to increase return. Differences between asset managers and institutional fund managers are explored. The course wraps up by analysing attribution metrics on the portfolio’s performance.

This course will provide participants with techniques for evaluating investments on an individual basis and in the context of the portfolio. Techniques for analysing investments focus on maximizing expected returns while minimizing risk. The most powerful way to achieve this objective is by creating a portfolio of investments. Topics covered are Financial Statement Analysis, Markets and Instruments, Equity Investments, Debt Investments and Portfolio Management.

Learning Objectives

By the end of the course, participants will be able to:

• Distinguish portfolio management from other management types
• Connect projects to corporate strategic goals
• Describe what is included in project prioritization in big, complex corporations
• Give priority to various projects based on their strategic value
• List projects based on the strategic priorities to optimize the advantages stemmed from a corporation capability to finish projects
• Increase the volume of projects as much as possible to be accomplished by creating defensive ability of non-limiting resources
• Optimize the value of projects that are over by making sure that the proper projects are being accomplished in the right order
• Facilitate the portfolio management procedure by concentrating the management attention on the bottlenecks to project accomplishment
• Consider portfolio management effectiveness as a factor to the participation of the Project Management Office
• Evaluate the advantages of portfolio management
• Analyse the role of project portfolio management in the organizational achievements
• Express efficient project portfolio documents
• Choose the tools and approaches to equalize a project portfolio

Target Audience

Investment and Portfolio Management Fundamentals training is designed for:

• Program managers
• Product managers
• Portfolio managers
• Senior executives accountable for corporation policies
• Managers accountable for generating organizational policies or for offering strategic recommendations
• Members of portfolio, program, or project offices
• Operational managers
• Project team personnel, clients, and other stakeholders of the portfolio management process

Training Methodology

• Investment and Portfolio Management is combined of theory and hands-on modules.
• Theory and concepts are delivered through interactive lectures and presentations
• Practical activities are provided through hands-on workshops, seminars, and group activities

Course Contents

 Overview of Stock Market Analysis

• Definitions of Stock
• Types of Stocks
• The risk-free rate of return
• Yield curve
• Why do Stock Prices Move?
• Understanding business cycles
• Bull and Bear Markets
• Warren Buffett: Value Investing

Overview of Portfolio Management

• Project portfolio definition
• Project portfolio management definition
• What is governance
• Why do we need a project portfolio?
• Managing the resources

Elements of Portfolio Management

• Resources accessibility
• How to prioritize elements of portfolio?
• How to balance out the project portfolio?
• How to deliver investment oversight?

Getting Started on the Project Portfolio Management

• The goal of portfolio documentation
• Quantity metrics
• Project portfolio reports
• Portfolio risk analysis
• Portfolio risk management effective policies
• Seizing investment data

Managing the Project Portfolio

• Review the performance of portfolio
• Yearly portfolio review
• Factors of success in portfolio management
• Project portfolio management drawbacks
• Portfolio requirements

Active Portfolio Management Performance

• Risk
• Effective predictions
• Information assessment
• Portfolio structure
• Transactions expenses, revenue, and trade-off
• Implementation Evaluation

Investment Management Process

• Difference between investing and financing
• Difference between direct and indirect investment
• Investment environment
• Financial markets
• Investment management procedure

Computable Methodologies of Investment Assessment

• Return on investment and expected rate of return
• Investment risk. Variance and standard deviation
• Relationship between risk and return
• Covariance
• Relationship and coefficient of determination
• The revenues on stock vs market portfolio

Portfolio Management and Evaluation

• Difference between active and passive portfolio management
• Difference between strategic and tactical asset distribution
• Managing and modification of the portfolio
• Portfolio performance matrices