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 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 recognize the risks inherent in trading these products.
This Energy Training Centre 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
This training course is split in two modules:
MODULE I - Portfolio Investment Analysis
MODULE II - Portfolio Management & Hedging
Each modules is structured and can be taken as a stand-alone training course; however, delegates with will maximise their benefits by taking Module 1 and 2 back-to-back as a 2-week training course.
The 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 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
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.
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.
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.
- 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.
Module 1: Portfolio Investment Analysis
Day One: Quantitative Methods
- Application of statistical techniques to financial markets
- Descriptive statistics (mean, variance, standard deviation, covariance, correlation, skewness, kurtosis)
- Selecting an appropriate chart to represent data
- Regression analysis
Day Two: Corporate Finance
- Corporate Structure: Debt vs Equity
- Corporate Governance
- Mergers and Acquisitions
- Investment Appraisal
- The Dividend decision
Day Three: Financial Reporting and Analysis
- A walk through an annual statement: Balance Sheet, Income Statement, Cash Flow Statement
- Ratio Analysis:
- Industry metrics
- Apple vs Microsoft
- Next vs Tesco
Day Four: Economics
- Key macroeconomic indicators
- Macroeconomic policy tools
- Exchange rate policy
- Leading indicators and sentiment indicators
Day Five: Equity Investments
- Types of equity investments: Ordinary shares, preference shares, ADF’s and ETF’s
- IPO’s and rights issues
- Market Indices
- International Equity Market Linkages
Module 2: Portfolio Management & Hedging
Day Six: 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 Seven: 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 Eight: 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
- Intra-commodity spreads
Day Nine: Derivative Securities II
- Using Options to provide portfolio insurance
- Option trading strategies
- Option pricing
- Option Greeks
- Volatility trading
Day Ten: Alternative Investments
- Opportunities offered by alternative investments:
- Property
- Commodities
- Art & Wine
