Investment Portfolio Management
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1- Online Training...with international accreditation. The value of participation per person is €1,450
2-Requirement : specifying the course, number of participants
implementation date, and joint coordination.
Group contracting ... 20% Discount For Each Participant In Any Group Of Five Person Or More
Other Places To Hold The Course :
KualaLumpur.. Istanbul.. Dubai.. Cairo.. Riyadh.. Jeddah.. Abu Dhabi.. Doha.. Muscat.. Sharm El Sheikh.. Kuwait.. Tripoli.. Amman.. Beirut.. Damascus.. Tunisia.. Casablanca.. London.. Paris.. Barcelona.. Amsterdam.. Brussels
Investment Portfolio Management
Introduction :
Portfolio management has various areas of focus; however, the most important and common activities involve selecting and overseeing investments that meet long-term financial objectives and risk tolerance of clients. It guides SWOT analyses across the entire group of investments in order to weigh various parameters before making decisions.
This training course will provide you with a detailed understanding and comprehensive overview of investment portfolio management, including the different types that exist today, influential factors, detailed processes, etc.
Course Objectives :
At the end of this course, the participants will be able to :
- an in-depth understanding of investment portfolio management
- the required experience and knowledge to undertake any role in any function within investment portfolio and successfully meet all expectations of the role
- the required foresight and analytical skills to review existing information well before making investment decisions, thereby protecting one’s clients and/or organisation against risks of wrongful investments
- the experience and exposure to conduct proper risk assessments and analyses before drawing conclusions regarding investment plans
- the knowledge and experience to stay updated with developments in the industry to be able to alter approaches and take decisions accordingly
- the dynamism to help organisations alter approaches and investment decisions, thereby also inviting greater opportunities for career growth and development
- adequate knowledge, confidence and experience to train other professionals on all important aspects of investment portfolio management
- a sense of pride and satisfaction in helping organisations make correct and fruitful investment decisions as per available information
- the knowledge of required standards and rulesto be adhered to while making investments, in turn supporting the organisation in getting structurally and legally stronger and sustainable
- the overall skill set and capabilities to introduce and handle automated systems backed by technology to track investment performance, thus making one a trusted investment portfolio manager and directing further opportunities beyond one’s current organisation
Targeted Audience :
- Investment portfolio managers aiming to build a stronger, long-term career in investment management
- Other executives and managers involved at some of the other function related to investment portfolio management
- Top management of an organisation who need to be completely aware of investment and portfolio management to be able to make successful strategic decisions benefitting the organisation
- Individual investors or investment organisations who need to thoroughly understand various aspects of investment management
- Legal officers and financial advisors who should review investment decisions and post-investment progress to prevent business losses
- Any professional interested in this area .
Course Outlines :
Module 1 – Key Elements of Portfolio Management
- Asset allocation
- Diversification
- Rebalancing
Module 2 – Factors Influencing Investment Management
- Timespan
- Age of investor
- Risk tolerance level
Module 3 – Objectives of Investment Portfolio
- Capital appreciation
- Maximising returns
- Protection from excessive financial exposure
- Portfolio flexibility
- Risk optimisation
- Optimal fund allocation
- Enhancing overall portfolio efficiency
Module 4 – Types of Investment Strategies
- Value investing
- Contrarian investing
- Growth at a reasonable price
- Growth stock investing
- Momentum investing
Module 5 – Types of Investment Portfolios
- Aggressive portfolio
- Defensive portfolio
- Hybrid portfolio
Module 6 – Types of Investment Portfolio Management
- Active
- Passive
- Discretionary
- Non-discretionary
Module 7 – Steps in the Portfolio Planning Process
- Assess the current situation
- Establish investment objectives
- Determine asset allocation
- Select investment options
- Monitor, measure and rebalance
Module 8 – Process of Investment Portfolio Management
- Identification of investment objectives
- Estimation of capital market
- Decision regarding asset allocation
- Formulation of portfolio strategy
- Selection of securities and investment
- Implementation of portfolio
- Revision and evaluation of portfolio
- Rebalancing the portfolio
Module 9 – Keys to Successful Investment and Portfolio Management
- Insist upon a margin of safety
- Invest in assets you understand
- Measure your success by the underlying operating performance of the business, not the stock price
- Be rational about price
- Minimise costs, expenses and fees
- Stay alert for opportunities
- Allocate capital by opportunity costs
European Business Center Training Methodology :
Our training work is presented in a professional and attractive manner.. Interspersed with interceptive information to renew attention throughout the training period… We aim with this method to train the listener and interact… In addition to practical applications that target the direct skills and knowledge required to be achieved.. It is presented to the trainees in more than one way.. Practical exercises and applications.. Surveys and questions.. A training strategy has been adopted based on pairing between the theoretical and the professional and between the local and the global.
What Does The Participant Get From The Course?
Each participant obtains an internationally accredited training certificate from the European Business Center for Training and Development … which has the ISO certificate in quality No. 9001/2015 from the English international company UKAS .. and receives a training bag containing the scientific material via an electronic flash … in addition to an enjoyable and useful training that is reflected Positive and developmental for individuals and the institution
Note :
We can implement the training course in any of the cities referred to in this course..at the appropriate and required time for the trainees..through joint coordination with the training department at the center..the training is implemented in a distinctive manner according to the best quality standards so that we meet all training requirements and needs.
International Accreditations
European Business Center for Training and Development has obtained international and official accreditations with the highest and best international levels scientifically and technically, which reflect the level of outstanding performance in our training work.. so that it achieves what each participant aspires to by obtaining the best certificates with officially approved scientific and technical standards.
