Classroom Dates
13 - 24 Nov 2023 London $11,900
20 - 31 May 2024 Amsterdam $11,900
11 - 22 Nov 2024 London $11,900

Many senior and middle managers who joined the finance industry over 10 years 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 update their skills set and improves their technical skills. At the same time new entrants to the financial industry may find the array of products and opportunities overwhelming and may welcome the opportunity to be provided with an extensive introduction to financial markets and available techniques for portfolio management.

In addition, it is imperative that regulators of the financial industry understand the products available for inclusion in a portfolio and recognise the risks inherent in trading these products.

The Energy Training Centre training course aims to provide delegates exposure to an array of different asset classes together with appropriate techniques for performance management and risk assessment.

The philosophy of the Portfolio Management and Investment Analysis 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 ubiquitous in the financial world and for a number of topics appropriate use will be made of spreadsheets. It is therefore beneficial that each delegate bring 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 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
  • 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

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: Economics

  • Key macroeconomic indicators
  • Macroeconomic policy tools
  • Exchange rate policy
  • Leading indicators and sentiment indicators

Day Three: Financial Reporting and Analysis

  • A walk through an annual statement: Balance Sheet , Income Statement, Cash Flow Statement
  • Ratio Analysis:
    • Industry metrics
    • Apple v Microsoft
    • Next v Tesco

Day Four: Corporate Finance

  • Corporate Structure: Debt vs Equity
  • Corporate Governance
  • Mergers and Acquisitions
  • Investment Appraisal
  • The Dividend decision

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

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/CD’s/Commercial Paper/Treasury Bills

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


Our collaboration with GLOMACS aims to provide the best training services and benefits for our valued clients

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Our collaboration with Oxford Management Centre aims to provide the best training services and benefits for our valued clients

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