Training - Equity Market & Investment
Companies
Modern Portfolio Theory– Generating and
Optimising:
A PORTFOLIO:
Participants
Financial and capital market experts, investment bankers, and
portfolio managers.
Objectives
It is the objective of the workshop to make the participants
familiar with the modern portfolio theory. The topics will be
explained by using practical examples and illustrated by
individual risk-return profiles.
Content
* Stock Exchange indices,
- using stock exchange indices,
- indices as synthetic portfolios,
- indices and their functions,
* Practical application of modern portfolio theory,
- diversification – theoretical aspects,
- ample portfolio by asset class,
- liability-based investment portfolio – construction and
management,
* Practical application of new knowledge – asset classes,
- class of bonds,
- class of cash,
- class of property,
- class of equities,
- class of commodities,
* Investment portfolio – practical construction stage,
- individual allocation investment strategy,
- developing an assessment method,
- sample investment portfolios composed of specific index
products of liability-based investment,
- alternative solution,
- sample investment portfolios.
Duration
2 days
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 2000
Certificates of Participation
Certificates of participation are remitted to course
participants upon request. |
