Portfolio Management and Investment Analysis

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.

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 1

Quantitative Methods

Day 2

Corporate Finance

Day 3

Financial Reporting and Analysis

Day 4

Economics

Day 5

Equity Investments

Module 2: Portfolio Management & Hedging

Day 6

Portfolio Theory

Day 7

Fixed Income Securities

Day 8

Derivative Securities I

Day 9

Derivative Securities II

Day 10

Alternative Investments