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Achieve your investment objectives by building and managing a balanced financial portfolio!
This program is designed to equip participants with the knowledge and skills necessary to build and manage diversified investment portfolios tailored to the needs of investors in the financial market. The program focuses on using various models to manage risks and achieve targeted returns, ensuring investment diversity and associated risks to deliver optimal outcomes for investors.
Capital Market
Portfolio/ Fund
Not Exist
Lecture
Case Studies +2
Lecture
Case Studies
Dialogue Teams
Exercises and assignments
Pre Exam
Post Exam
Assistant Portfolio/Fund Manager
Purchase Program
( 0)Available
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This provides you with the opportunity to select the available times that suit you best for participation in our program. These times represent slots during which we are ready to welcome you and provide assistance and guidance.
In Class Training-Online Training
1. Portfolio concept
2. Types of wallets
3. Objectives of the advisory portfolios
In Class Training-Online Training
1. Portfolio management overview
2. Portfolio approach to investing
In Class Training-Online Training
1. The first step: the planning step
2. The second step: the implementation step
3. The third step: the feedback step
In Class Training-Online Training
1. Types of investment funds
2. Syndicate Investment Products
3. Separately managed accounts
4. investment traded
5. Chests kept
6. Private Equity and Venture Capital Owner
In Class Training-Online Training
1. multiple factors
2. Modern love theory
3. budget pricing theory
4. Various types of factors
5. Various factors and types of factors
6. The structure of the factors of the economy
7. The structure of the basic models
8. Multifactor applications
9. Factor models in attributing returns
10. Factor models in risk attribution
11. Factor models in the creation of localities
12. Decision considerations in decisions of appeal decisions
In Class Training-Online Training
1. Understanding value at risk
2. the definition
3. estimate value at risk (VaR)
4. Advantages and disadvantages
5. Measure other major risks
6. Accurate risk measurement
7. Scenario risk assessment
In Class Training-Online Training
1. Understanding value at risk
2. the definition
3. estimate value at risk (VaR)
4. Advantages and disadvantages
5. Measure other major risks
6. Accurate risk measurement
7. Scenario risk assessment
In Class Training-Online Training
1. Return on investment
2. Return on shareholders' equity
3. Return on equity investment
4. Calculating the return using the present value method
In Class Training-Online Training
1. Active management and added value
2. Standard
3. Measuring the added value
4. Value-added analysis
5. Risk and return
6. Specific percentage
8. Global Equity Strategy
9. Fixed Income Strategies
Build investment portfolios based on appropriate and tailored methodology.
Recognize the types and characteristics of investors to develop a suitable return strategy for each of them.
Compare macroeconomic factor models to analyze their relationship with key factor models and statistical factor models.
Use the value at risk (VaR) to measure portfolio risk accurately and objectively.
