Introduction to Portfolio Management

Portfolio management is the embodiment of the complete investment process. As an introductory course, this training covers the basics of the capital market environment, the development of an investment policy statement and portfolio framework. The training will also address capital market expectations, how asset allocation decisions influence risk management, and the factors to consider when evaluating portfolio performance and re-balancing decisions.

• Senior managers and executives
• Portfolio consultants and analysts
• Professionals looking to pivot to portfolio management careers
• Recent graduates looking to establish a career in portfolio management

At the end of the training, participants will have an understanding of

• Regulatory considerations, investment committees and the approval process.
• Characteristics of asset classes
• Fundamental risk and return measurements
• Key tools of portfolio management
• Portfolio management strategies
• Risk management in portfolio