Overview

The course on Portfolio Management Fundamentals provides a comprehensive understanding of the principles and practices involved in managing investment portfolios. It covers key topics such as risk analysis, diversification, risk budgeting, and risk-adjusted returns. Participants will learn how to assess and manage various types of risks inherent in investment portfolios, including credit risk. Additionally, the course introduces regulatory frameworks such as the Basel III Accord, highlighting their impact on portfolio management strategies.

Contact us form

Outcome

Define portfolio management and its significance in investment.


Explore the concept of diversification and its role in risk reduction.


Analyze the relationship between risk and return in portfolio management."


Calculate and interpret standard deviation for individual assets and portfolios.


Evaluate the impact of diversification on portfolio risk.

Details

Developed by: Beacon FinTrain

Standard Total Hours: 12 Hrs

Language: English - Bilingual "English & Arabic"

Modalities: 
Register Now

Outline

  • Portfolio Perspective to Investment

  • Standard Deviation • Standard Deviation of a portfolio • Credit Portfolio Management

  • how to optimize risk-adjusted returns by setting appropriate risk limits for each asset or strategy based on the investor's risk tolerance and investment objectives.

  • General Types of Risks
  • Risk Control
  • Provisioning and Risk Adjusted Rate of Return
  • Risk Adjusted Returns
  • Brief on the Basel III Accord

Read More

Who Should Attend

  • Finance professionals seeking to enhance their knowledge of portfolio management.
  • Investment analysts and portfolio managers aiming to refine their risk management skills.
  • Students pursuing degrees or certifications in finance, economics, or related fields.
  • Individuals interested in understanding the complexities of investment portfolio construction and risk mitigation strategies.

Why Beacon

Quality

Beacon FinTrain prioritizes excellence in every service, ensuring top-notch, reliable, and consistent outcomes that meet and exceed client expectations.

Specialization

We focus on finance, offering expert knowledge and bespoke solutions that cater to the unique needs of finance professionals in the Middle East and Africa.

Punctuality

Time is money. We respect deadlines, delivering precise and timely results to help our clients stay ahead in the fast-paced financial world.

Guidance

Beacon FinTrain is a guiding light in finance, providing insightful advice and support to navigate the complexities of financial markets and regulations.

Integrity

We uphold the highest ethical standards, fostering trust and transparency in all our dealings to build lasting relationships with clients.

Flexibility

Adapting to the dynamic finance sector, we offer versatile services and solutions that align with the evolving needs of our clients.