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The Advanced Portfolio Management program is designed to equip capital market practitioners with the knowledge and skills required to build and manage investment portfolios effectively amid diverse investment opportunities and varying risk return profiles. The program focuses on investment planning concepts and portfolio strategy development aligned with investors’ objectives and risk profiles. It covers the fundamentals of portfolio management, the portfolio approach to investing, and performance monitoring and feedback mechanisms. Participants will explore the concept of investment funds, collective investment products, separately managed accounts, and exchange traded funds. The program places strong emphasis on modern portfolio models, including Modern Portfolio Theory and multifactor models, and their applications in portfolio construction, return attribution, and risk attribution. It also enhances participants’ capabilities in measuring and managing financial market risks using tools such as Value at Risk and scenario analysis. In addition, the program addresses methods for measuring investment returns and analyzing active portfolios to achieve value added performance. Delivered through lectures and practical exercises, the program supports effective application of portfolio management practices in professional environments.
Capital Market
Portfolio/ Fund
Not Exist
Lecture
Case Studies +2
Lecture
Case Studies
Dialogue Teams
Exercises and assignments
Pre Assessment
Post Assessment
Portfolio and Fund Staff
Financial Advisors
Investor Relations Analys...
Customer Care Specialists
+1Portfolio and Fund Staff
Financial Advisors
Investor Relations Analysts
Customer Care Specialists
Risk Specialists
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.
Self Learning
Module 1: Planning to Build an investment Portfolio
Module 2: Introduction to Portfolio Management
Module 3: Portfolio Management
Module 4: Investment Types
Module 5: Modern Portfolio Models
Module 6: Measure and Manage Market Risk
Module 7: investment Market Risks
Module 8: Measuring Returns on Investment ROI
Module 9: Active Portfolio Analysis
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.
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