An Intensive 10-day Training Course
Portfolio Management and Investment Analysis
Portfolio Investment Strategy, Derivatives and Financial Market
Course Introduction
The essential criteria for assessing the investments includes the knowledge of different financial products and skills for choosing a good investment among alternative investment opportunities. Portfolio Management and Investment Analysis training course can be considered as the art and science of selecting and overseeing a cluster of investments that meet the objectives and risk tolerance of the company or an institution. Unfortunately, being effective in portfolio management requires the ability to weigh strengths and weaknesses, opportunities and threats across the full range of investments. This could be a time consuming and many senior and middle managers who joined the finance industry over a decade ago find little time to keep up to date with new financial products and techniques whilst at the same time being able to meet the daily rigours of their job.
This Portfolio Management and Investment Analysis training course is an ideal opportunity for such individuals to enhance their skills set and improves their technical skills in selecting and constructing a winning portfolio. New entrants to the financial industry may find the array of products and opportunities overwhelming and hence a good introduction to the financial markets and available techniques for portfolio management would provide them the necessary tools required in capital market. in addition, it is imperative that regulators of the financial industry to understand the products available for inclusion in a portfolio and recognise the risks inherent in trading these products.
This training course will highlight:
- How to construct a portfolio using alternative asset classes.
- The decision of optimal capital structure.
- Investment analysis.
- Bond valuations
- Hedging techniques.
Modules
This training course is split into two modules:
MODULE I - Portfolio Investment Analysis
MODULE II - Portfolio Management & Hedging
Each module is structured and can be taken as a stand-alone training course; however, delegates will maximise their benefits by taking Module 1 and 2 back-to-back as a 2-week training course.
Objectives
The Oxford Management Centre Portfolio Management and Investment Analysis training course aims to provide delegates with update knowledge of portfolio management and investment analysis. At the end of the training course delegates will have:
- Exposure to an array of different asset classes.
- Appropriate techniques for performance management and risk assessment.
- Sufficient knowledge of how economic indicators affect the performance of the portfolios.
- The use of derivatives in hedging the risk.
- Alternative asset classes in the capital market.
Training Methodology
The philosophy of the training course is that finance is a “doing subject” and a “real life subject”. Hence each topic will be supported by real world examples and delegates will not be passive observers but instead will be hands on, undertaking many exercises and carrying out detailed analysis. The use of Excel is critical in the financial world and for a number of topics appropriate use will be made of spreadsheets. It is therefore beneficial that each delegate brings their own laptop to the sessions, either Windows or Mac OS, in order that they are comfortable with the environment.
Organisational Impact
By sending delegates on the Portfolio Management and Investment Analysis training course, your organisation will benefit by:
- Providing your staff with exposure to financial products and techniques beyond their existing job role
- Providing your staff with up-to-date industry standard techniques for portfolio management and risk assessment
- Transforming their Excel skills so that the leave with advanced knowledge of Excel for investment analysis.
Personal Impact
By attending this Portfolio Management and Investment Analysis training course, you will:
- Have a wider knowledge set of financial products
- Have a greater awareness of techniques available to provide leverage
- Have advanced ability in financial analysis using Excel.
- Have greater clarity on “risk” and tools available to manage risk.
- Have a good understanding of economic indicators and their impact on performance.
Who Should Attend?
- Financial market professionals seeking to widen their knowledge base of financial products and investment analysis
- Upper middle and senior management who joined the industry 10+ years previously who are looking to update their skill set
- Regulators looking to understand current trends in financial markets.
- New entrant to financial industry willing the capital market and portfolio theory.
Course Outline
Module 1: Portfolio Investment Analysis
Day One
Quantitative Methods
- Application of Statistical Techniques to Financial Markets
- Descriptive Statistics (mean, variance, standard deviation, covariance, correlation, skewness, kurtosis)
- Selecting an Appropriate Chart to Represent Data
- Regression Analysis
Day Two
Corporate Finance
- Corporate Structure: Debt vs Equity
- Corporate Governance
- Mergers and Acquisitions
- Investment Appraisal
- The Dividend Decision
Day Three
Financial Reporting and Analysis
- A walk through an annual statement: Balance Sheet, Income Statement, Cash Flow Statement
- Ratio Analysis:
- Industry Metrics
- Apple v Microsoft
- Next v Tesco
Day Four
Economics
- Key Macroeconomic Indicators
- Macroeconomic Policy Tools
- Exchange Rate Policy
- Leading Indicators and Sentiment Indicators
Day Five
Equity Investments
- Types of equity investments: Ordinary shares, preference shares, ADF’s and ETF’s.
- IPO’s and rights issues
- Market Indices
- International Equity Market Linkages
Module 2: Portfolio Management & Hedging
Day Six
Portfolio Theory
- The Markowitz Model of Portfolio Risk
- The Capital Asset Pricing Model
- A Practical Application of the CAPM to a Range of Companies
Day Seven
Fixed Income Securities
- Bond Pricing
- Bond Duration
- The Term Structure of Interest Rates
- The Convexity of a Bond
- Bond Ratings
- Immunising a Bond Portfolio
- Structured Products
- Money Market Deposits
Day Eight
Derivative Securities I
- An Introduction to the Derivatives Market
- Futures
- Options
- The Cost of Carry Model
- Cash and Carry Arbitrage
- Reverse Cash and Carry Arbitrage
- Using Futures to Provide Portfolio Insurance
- Using Futures to Change a Portfolios “beta”
- Spread Trading:
- Intra-Commodity Spreads
- Inter-Commodity Spreads
Day Nine
Derivative Securities II
- Using Options to Provide Portfolio Insurance
- Option Trading Strategies
- Option Pricing
- Option Greeks
- Volatility Trading
Day Ten
Alternative Investments
- Opportunities Offered by Alternative Investments:
-
- Property
- Commodities
- Art & Wine
Certificate
On successful completion of this training course, Oxford Management Centre Certificate with eligible Continuing Professional Education credits (CPE) from National Registry of CPE Sponsor will be awarded to the delegates
Accreditation
In association with
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FREQUENTLY ASKED QUESTIONS
Yes, we provide assistance in securing both hotel reservations & entry visa on all our international training venues, for delegates attending our training courses. For further information / assistance, please contact our Customer Service at:
- Telephone: +971 50 985 0174
- E-mail: info@oxford-management.com
Yes, Oxford Management Centre is accredited by the following professional bodies;
National Association of State Board of Accountancy (NASBA)
The Oxford Management Centre is registered with NASBA as a sponsor of Continuing Professional Education (CPE) on the National Registry of CPE Sponsors. NASBA have final authority on the acceptance of individual courses for CPE credit.
Yes, discounts are available. For further information please call +971 50 985 0174 or email, info@oxford-management.com
Note: Discounts are not applicable with any other special offer that may be available.
All course bookings made through Oxford Management Centre are non-refundable. By registering for a course, you acknowledge and accept that fees are payable in full and are not subject to refund under any circumstances, including but not limited to participant dissatisfaction, changes in personal or professional circumstances, or partial attendance.
Oxford Management Centre reserves the right to make reasonable adjustments to course content, trainers, or schedules where necessary, without entitling delegates to a refund. Full details of each course – including objectives, target audience, and content – are clearly outlined prior to enrolment, and it is the responsibility of the delegate to ensure suitability before booking.
There are 2 easy ways to register:
- Online: Select the training course you want to register for, Click the “Book Your Place” button on the course page, complete the form and click submit.
- E-mail: Send your details to info@oxford-management.com
We request that all cancellations be made at least one week before the class start date. You may reschedule this class without any penalty. If not, a $250 fee will be charged for cancellations received less than one week before a class begins and for no-shows. Cancellation penalties and any fees incurred by Oxford Management Centre will be deducted from refunds.
For more information request, email info@oxford-management.com or call +971 50 985 0174.
The classroom training fees include course presentation, relevant materials, physical & digital documentation, lunch and refreshments served during entire training. Accommodation and transportation are not included in the training course fees.
While, online training fees cover the course presentation and digital documentation and relevant materials.
The Oxford Management Centre Certificate of Completion with corresponding CPE credits shall be awarded to delegates who has successfully completed the training course.
Payment must be received before the training course commences. You can make payment by bank draft, cash, credit card or wire transfer.
Note: If the payment is not received, Oxford Management Centre has the right to refuse admission.
Upon receipt of your registration form, we will send you the following by e-mail:
- Registration Confirmation
- Invoice/Receipt (where appropriate)
If you register online you will receive an e-mail within 24 hours confirming your registration.
