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Portfolio Management
Course Overview
18th October 2010
2 Weeks
London
£3750
The Course provides practical knowledge and techniques on tracking portfolio performance. It explains what senior management need to know for effective decision making and the best way to present relevant information. It also covers strategies to optimise use of human resources in portfolio management. It gives strategic tools to manage a balanced portfolio for superior organisational performance.
Who should attend?
This course is best suitable for executives of private banks and Wealth Management Companies. Other possibly benefited from the course can be Officers of asset management and corporate banks as well as Consultancies and Lawyers.
Benefits of Attending
- Have a sound practical understanding of the portfolio creation and the implementation of different investment instruments
- Explain how to determine where to place resources where they matter reducing wasteful spending
- Be able to apply day to day investment strategies by assessing the value of different investment instruments as well as estimate and manage risk
- Gain awareness of how your bank can differentiate from the competitors and apply technical analysis to investment strategy
- Explain how to collect and present the essential information needed to continually align and balance your portfolio
- Assess your project portfolio performance using earned value analysis
Programme Outline
- Conditions for Successful Portfolio Management
- Describe benefits of portfolio management
- Describe the components of effective portfolio management
- Explain the role of leadership in portfolio management
- Monitoring Portfolio Performance
- Identify quantitative and qualitative metrics used to monitor performance
- Identifying and applying various tools for portfolio projects
- Traditional and alternative investment instruments and their role in the investment portfolio
Accreditation
Course Discounts
Current Offers
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2010 Brochure
Please download our current brochures.
