Asset and portfolio management
Description
One of the biggest challenges faced by individuals and institutions is deciding how to invest for their future needs. For individuals, the goal might be to fund their retirement needs. For institutions such as insurance companies, the goal is to fund future liabilities in the form of insurance claims, whereas endowments seek to provide income to meet the ongoing needs of institutions such as universities.
Regardless of the ultimate goal, everyone faces the same set of challenges that extend beyond simply choosing what asset classes to invest in. They ultimately center on formulating basic principles that determine how to approach investing. One important question is: Should we invest in individual securities, assessing each separately, or should we take a portfolio approach? By “portfolio approach,” we mean assessing individual securities in relation to their contribution to the investment characteristics of the whole portfolio.
In this course, we illustrate a number of reasons why a diversified portfolio perspective is important.
is issued on the Luxoft Training form
Objectives
To offer participants theoretical knowledge and practical skills that help them understand how to form and manage a portfolio of assets.
Target Audience
- Testers
- Architects, Developers and Project Managers working on corporate finance projects
- System and Business Analysts
Roadmap
- Basics of Portfolio Management
- Portfolio Risk & Return
- Capital Asset Pricing Model
- Basics of Portfolio Planning and Construction