Building and managing investment portfolios that balance risk and return is both an art and a science, and the foundation of wealth creation for individuals and institutions alike. This program equips participants with investment analysis and portfolio management skills, covering how to evaluate investments, construct portfolios, and manage them through changing markets.
As investment markets grow more accessible and complex, professionals skilled in investment analysis are valued across finance and wealth management. This course combines analytical technique with portfolio practice and introduces emerging trends in quantitative and sustainable investing.
Course Objectives
Upon the successful completion of this program, attendees will be able to:
- Understand investment concepts and markets
- Understand asset classes and instruments
- Apply risk and return principles
- Analyse equity investments
- Analyse fixed income investments
- Apply valuation techniques
- Apply fundamental analysis
- Apply technical analysis basics
- Understand portfolio theory
- Apply diversification and asset allocation
- Construct investment portfolios
- Apply the capital asset pricing model
- Measure portfolio performance
- Manage portfolio risk
- Apply investment strategy and rebalancing
- Apply emerging trends in quantitative and sustainable investing
Course Outline
- Module 1: Investment Concepts & Markets
- Module 2: Asset Classes & Instruments
- Module 3: Risk & Return Principles
- Module 4: Equity Investment Analysis
- Module 5: Fixed Income Analysis
- Module 6: Valuation Techniques
- Module 7: Fundamental Analysis
- Module 8: Technical Analysis Basics
- Module 9: Portfolio Theory
- Module 10: Diversification & Asset Allocation
- Module 11: Portfolio Construction
- Module 12: The Capital Asset Pricing Model
- Module 13: Portfolio Performance Measurement
- Module 14: Portfolio Risk Management
- Module 15: Emerging Trends: Quantitative & Sustainable Investing
Who Should Attend
This course is intended for finance professionals, analysts, wealth managers, and investors who want to analyse investments and manage portfolios. A basic finance foundation is helpful.
Registration & Inquiry
For more details & inquiry, please contact us at:
