An Intensive 5-day Training Course
Portfolio Management & Hedging
Managing Portfolio Performance and Hedging the Risk
Course Introduction
The essential criteria for a successful portfolio are managing the portfolio in terms of risk and returns. Portfolio Management & Hedging training course involves overseeing investments that meet long-term financial objective and risk tolerance of the organisations. It is extremely useful to organisations and individual investors. Different investment options come with different levels of risks and managing such risks are the core of portfolio management. Unfortunately, being effective in portfolio management requires the ability to weigh strengths and weaknesses, opportunities and threats across the full range of investments.
This Portfolio Management & Hedging training course is an ideal opportunity for individuals willing to enhance their skills set and improves their technical skills in managing portfolio risk and returns. The delegates will have a good insight of the financial markets and relevant technique required in managing & hedging portfolio risks.
This Oxford Management Centre training course highlights:
- Practical applications of portfolio theory
- Bond valuations and duration
- Bond convexity
- Forward and future contract
- Option pricing
Objectives
The Oxford Management Centre training course aims to provide delegates with
- Knowledge of selecting alternative asset classes from the capital market.
- Relevant techniques for assessing portfolio risk and returns.
- The importance of derivative market for hedging.
- Types of asset classes available in the market.
- Different option strategy.
Training Methodology
The Portfolio Management & Hedging training course will be delivered as highly participative workshop with formal presentations. Each topic will be supported by real world examples and delegates will have the opportunity to apply each of the topics during the training course. The use of Excel is critical and therefore it would be beneficial for the delegate to bring his or her own laptop to the sessions.
Organisational Impact
By sending delegates on the Portfolio Management and Hedging training course, your organisation will benefit by:
- Providing your staff with the ability to manage portfolio risks.
- Up-to-date industry standard techniques for portfolio management and risk assessment.
- Advanced knowledge of Excel for portfolio management techniques.
- Organisation growth and development because of increased credibility in managing portfolio.
- Competitive advantage because of the knowledge and techniques in effective management of the portfolio
Personal Impact
By attending this Portfolio Management and Hedging training course, you will:
- A wider knowledge set of financial products.
- A greater awareness of techniques available to provide leverage.
- Advanced ability in financial analysis using Excel.
- Greater clarity on “risk” and tools available to manage the portfolio risk.
- A good understanding of derivative market and its impact on portfolio management.
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
Day One
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 Two
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 Three
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 Four
Derivative Securities II
- Using Options to Provide Portfolio Insurance
- Option Trading Strategies
- Option Pricing
- Option Greeks
- Volatility Trading
Day Five
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
This training course is also part of below 10-day title:
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FREQUENTLY ASKED QUESTIONS
To check on availability please call Registrar’s Office at +971 50 985 0174. If you have any questions or enquiries please feel free to contact us
- Telephone: +971 50 985 0174
- E-mail: [email protected]
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: [email protected]
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, [email protected]
Note: Discounts are not applicable with any other special offer that may be available.
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 [email protected]
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 [email protected] 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.
