An Intensive 5-day Training Course
Investment Strategy and Portfolio Management
Best Practices of Asset Allocation
INTRODUCTION
This highly participative EuroMaTech Investment Strategy and Portfolio Management training course will be highly beneficial for individuals seeking to enhance their understanding of financial markets and improve their investment decision-making skills.
This Investment Strategy and Portfolio Management training course provides comprehensive insights into various investment strategies, asset allocation techniques, and portfolio management methodologies, empowering participants with a deeper understanding of financial markets.
Participants attending the Investment Strategy and Portfolio Management training course will develop the following competencies:
- Enhanced Investment Knowledge
- Optimized Portfolio Performance
- Risk Management Skills
- Diversification Strategies
- Adaptation to Market Changes
- Achieving Financial Goals
TRAINING OBJECTIVES
This Investment Strategy and Portfolio Management training course aims to enable participants to achieve the following objectives:
- Understanding different investment strategies and their applicability in various market conditions.
- Learning asset allocation techniques to build diversified investment portfolios.
- Developing skills in portfolio construction, optimization, and rebalancing.
- Exploring risk management strategies to mitigate investment risks effectively.
- Analyzing performance metrics to evaluate the effectiveness of investment strategies and portfolio management decisions.
- Incorporating ethical and sustainable investing practices into investment strategies.
- Applying theoretical concepts to real-world scenarios through case studies and practical exercises.
- Engaging with industry experts and peers to gain insights and perspectives on current trends and best practices in investment management.
WHO SHOULD ATTEND?
- Finance Professionals
- Financial Analysts
- Portfolio Managers
- Actuaries
- Investment Managers
- Human Resource Professionals
- Employee Benefit Consultants
- Risk Consultants
- Project Leaders and Programme Directors
- Remuneration Consultants
- Lawyers involved in pensions wanting to understand the “bigger picture”
- Anyone interested in creating value through informed investment decisions
TRAINING METHODOLOGY
The Investment Strategy and Portfolio management course will combine presentations with interactive practical exercises, supported by video materials, activities and case studies. Delegates will be encouraged to participate actively in relating the principles of investment strategies and portfolio management to the particular needs of their workplace. >Explore: Finance & Budgeting Training Courses
TRAINING SUMMARY
This EuroMaTech training course, covers essential skills such as analytical and market analysis, confidence to handle challenging financial situations and flexibility to adapt your investment strategy.
TRAINING OUTLINE
Day 1: Understanding Investment Strategy
- Introduction to Investment Strategy
- Types of Investment Strategies: Value Investing, Growth Investing, Momentum Investing, etc.
- Risk and Return in Investment
- Efficient Market Hypothesis vs. Behavioral Finance
- Understanding Market Anomalies
Day 2: Asset Allocation
- Importance of Asset Allocation
- Modern Portfolio Theory (MPT)
- Capital Asset Pricing Model ( CAPM)
- Arbitrage Pricing Model (APT)
- Asset Allocation Strategies: Strategic vs. Tactical Allocation
Day 3: Portfolio Construction
- Diversification and its Role in Portfolio Management
- Portfolio Construction Process
- Investment Vehicles: Stocks, Bonds, Mutual Funds, ETFs, etc.
- Factor Investing: Understanding Factors like Value, Size, Momentum, etc.
- Building a Balanced Portfolio: Risk Management Techniques
Day 4: Portfolio Management Techniques
- Active Management
- Passive Management
- Quantitative Analysis in Portfolio Management
- Portfolio Optimization Techniques
- Performance Measurement and Evaluation
Day 5: Special Topics in Portfolio Management
- Alternative Investments
- Real Estate
- Private Equity
- Hedge Funds
- Environmental, Social, and Governance (ESG) Investing
- International Investing and Currency Considerations
CALL ME BACK
Do you wish for us to conduct this course at your premises?
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ACCREDITATION
EuroMaTech is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
Euromatech is a Knowledge & Human Development Authority (KHDA) approved training institute in Dubai, licensed and approved to deliver training courses in the UAE.
The KHDA is the regulatory authority in the UAE, that oversees administering, approving, supervising, and controlling the activities of various education providers in the UAE. We are proud of our commitment to ensuring quality training courses and status as a KHDA-approved training provider.
FAQ
Do you provide assistance with hotel accommodation?
Yes, we can assist you with the following:
- Corporate Discount: If available, we can extend our corporate discount for your stay at selected hotels.
- Hotel Suggestions: We can provide recommendations for nearby hotels based on your preferences and budget.
Feel free to explore online booking platforms for the most cost-effective options.
Do you offer customized training for organizations?
Yes, we provide tailored training solutions designed to meet the specific needs of your organization. Customized courses can be delivered either in-person or online, and you can select the dates and duration that best fit your schedule. For more details, please contact us at [email protected]
What types of training formats do you offer?
We provide two flexible training formats to suit your preferences:
- Classroom Training: Experience in-person learning with expert instructors. Engage in interactive discussions, hands-on activities, and benefit from face-to-face networking.
- Online Training: Join live online sessions from anywhere, offering flexibility for those with busy schedules or who prefer remote learning.
- In-House Training: We can bring our training directly to your organization, allowing for tailored sessions that address your specific needs and objectives.
Can you assist with visa arrangements?
Yes, we can help by issuing an official Letter of Invitation once you’ve confirmed your training registration, which can assist in your visa application process.
Who will be the senior consultant leading the training?
We are happy to share the profiles of our expert instructors. To learn more about their qualifications and experience, please contact us [email protected]
