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 1

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 2

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 3

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 4

Derivative Securities II

  • Using Options to Provide Portfolio Insurance
  • Option Trading Strategies
  • Option Pricing
  • Option Greeks
  • Volatility Trading

Day 5

Alternative Investments

  • Opportunities Offered by Alternative Investments
    • Property
    • Commodities
    • Art & Wine

Certificate

Oxford Management Centre Certificate will be provided to delegates who successfully completed the training course.

Accreditation

NASBA

In association with

GLOMACS Training & Consultancy

GLOMACS Training & Consultancy

Visit website

PetroKnowledge

PetroKnowledge

Visit website

The Energy Training Centre

The Energy Training Centre

Visit website

This training course is also part of below 10-day title:

Course image
Duration
5 Days
Format
Classroom, Live/Online
Language
English
Certificate
Yes
Choose the date and location that suits you:
Classroom Sessions
Amsterdam
02-06 Jun 2025
Fee: $5,950
Book your place
London
24-28 Nov 2025
Fee: $5,950
Book your place

Online Sessions
Online
02-06 Jun 2025
Fee: $3,950
Book your place

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