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Risk Management
Total risk management is the combination of all the elements of risk management into a consistent strategy...
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Training - Equity Market & Investment
Companies
Essentials of Portfolio Management:
This 3 day course will provide participants with a thorough
introduction to the instruments and concepts of portfolio
management. Discussions will focus on risk/reward trade offs
and how these instruments can fit into an overarching
investment strategy. The course is suitable for people with no
previous portfolio management experience.
Course Outline
DAY ONE
The Macro-Economic Environment
* Who are the key players and what do they do?
* The role of Portfolio Managers
* The role of Economists
* The role of Traders
* The role of Analysts
* Current trends in the global economy
Overview of the Capital Markets
* History of the Capital Markets?
* What is a Market?
* What are the Major Capital Markets?
* Why Are They Important?
* Their Size and Scope
* The roles of exchanges
* Major Players: Banks, Brokerage Firms, Insurance Cos.
* Individuals vs. Institutions
DAY TWO
Equities as an Asset Class
* What are equities?
* Stocks vs. Bonds
* The Issuers Perspective: A Firms's Capital Structure
* The Investors Perspective: The Promise of Enterprise
* Performance Over Time
* Risk Factors
* The Price Earnings Ratio
* Importance of Beta
* Growth vs. Value
* Indexing
Bonds as an Asset Class
* Size and Complexity of the Bond Market
* A brief history
* What is a Bond?
* Five Types of Risk
* Concept of Yield
* What is Segments of the Market : Treasuries, Municipals,
Corporates, Mortgage-Backed Who Invests in Bonds and Why?
* Strategies: Using the Yield Curve
DAY THREE
Basic Quantitative Tools. (The Science of Portfolio Management)
* The Time Value of Money
* Present Value Formula
* Future Value Formula
* Annuity Tables and Calculations
* The Bond Price Equation
* Statistics
* Measures of Central Tendency
* Measures of Dispersion
* Beta, Coefficient of Variation
* Capital Asset Pricing Model
Asset Allocation. (The Art of Portfolio Management)
* Stock and Bond Picking vs. Asset Allocation
* The Securities Market Line (SML)
* Top Down vs. Bottom Up
* The Big Three:
* Setting Goals
* Setting Time Horizons
* Setting Risk Tolerances
* Purchasing Power vs. Principal Risk
* Modern Portfolio Theory
Course Fees
VAT to be included at the local rate, if applicable. Costs
shown are per delegate inclusive of refreshments, lunches and
seminar materials. Cost of accommodation is not included.
GBP 2500
Certificates of Participation
Certificates of participation are remitted to course
participants upon request. |
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