Portfolio Management

Investing for future needs presents significant challenges for both individuals and institutions. Whether the goal is funding retirement, managing insurance liabilities, or providing ongoing income for endowments, effective portfolio management is crucial. This course addresses these challenges by focusing on the principles of portfolio management. It explores the critical question of whether to invest in individual securities or adopt a portfolio approach that evaluates securities based on their contribution to the overall portfolio's characteristics. Participants will learn why a diversified portfolio perspective is essential for achieving investment objectives.

This course provides a comprehensive overview of portfolio management fundamentals. Key topics include the basics of portfolio management, where participants will learn about the importance of diversification and how to construct a balanced portfolio. The course will delve into portfolio risk and return, helping participants understand how to measure and manage risk in their investments. The Capital Asset Pricing Model (CAPM) will be introduced to explain the relationship between expected return and risk. Additionally, the course covers the basics of portfolio planning and construction, offering practical strategies for developing and managing an investment portfolio.

By the end of this course, participants will:

- Understand the fundamental principles of portfolio management and the importance of diversification.

- Learn how to evaluate portfolio risk and return and apply risk management techniques to optimize investment outcomes.

- Gain insights into the Capital Asset Pricing Model (CAPM) and its application in assessing the expected return of an investment relative to its risk.

- Develop skills in portfolio planning and construction, including selecting asset classes, balancing portfolios, and aligning investments with financial goals.

- Be equipped to make informed decisions about investing in individual securities versus taking a portfolio approach, enhancing their overall investment strategy.

In summary, this course offers a deep dive into portfolio management, providing participants with the knowledge and skills necessary to build and manage a diversified investment portfolio effectively. By adopting a portfolio approach, participants will be better positioned to achieve their long-term financial objectives.

To provide participants with the minimally necessary set of theoretical knowledge and practical skills to understand how to form and manage a portfolio of assets.

• Basics of Portfolio Management (1.5 hours)
• Portfolio Risk & Return (2.5 hours)
• Capital Asset Pricing Model (2 hours)
• Basics of Portfolio Planning and Construction (2 hours)

Total: 8 hours