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Register now to develop your portfolio analysis skills for superior investment performance.
This training program is designed to provide participants with an in-depth understanding of portfolio analysis methods, focusing on improving asset allocation, risk management, and performance evaluation. The program covers key topics such as portfolio theory, diversification strategies, and the application of modern risk metrics like Value at Risk (VaR) and Beta. Participants will also gain insights into portfolio construction techniques and learn how to balance risk and return through effective asset allocation and portfolio rebalancing strategies. Additionally, the program addresses performance analysis to evaluate the efficiency of asset allocation decisions and security selection.
Capital Market
Portfolio/ Fund
Not Exist
Lecture
Case Studies +3
Lecture
Case Studies
Brainstroming
Dialogue Teams
Exercises and assignments
Pre Exam
Post Exam
Assistant Portfolio/ Fund Manager
Purchase Program
( 0)Available
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This provides you with the opportunity to select the available times that suit you best for participation in our program. These times represent slots during which we are ready to welcome you and provide assistance and guidance.
Develop a foundational understanding of Modern Portfolio Theory (MPT) and apply it to real-world portfolio construction.
Understand the different types of risks (e.g., market risk, credit risk, and interest rate risk) and their impact on investment portfolios.
Grasp how strategic and tactical asset allocation contribute to portfolio performance.
Construct a diversified portfolio based on asset allocation principles.
Comprehend the basics of factor investing and how different factors (e.g., value, momentum, quality) influence portfolio performance.
Develop a framework for evaluating portfolio managers' performance using quantitative and qualitative metrics.
Recognize the importance of portfolio re-balancing strategies in achieving investment objectives.
