The essential criteria for a successful portfolio are managing the portfolio in terms of risk and returns. Portfolio management involves overseeing investments that meet long-term financial objective and risk tolerance of the organisations. Portfolio management 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 Energy Training Centre training course highlights:
- Practical applications of portfolio theory
- Bond valuations and duration
- Bond convexity
- Forward and future contract
- Option pricing
The Portfolio Management & Hedging 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
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. 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.
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
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.
- 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.
Day One: 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 Two: 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 Three: 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 Four: Derivative Securities II
- Using Options to provide portfolio insurance
- Option trading strategies
- Option pricing
- Option Greeks
- Volatility trading
Day Five: Alternative Investments
- Opportunities offered by alternative investments:
- Property
- Commodities
- Art & Wine
