Investment Analysis & Portfolio Management
Overview
Good investment decisions rest on sound analysis and disciplined portfolio management. This course covers investment instruments and markets, security analysis, risk and return, portfolio construction and diversification, and performance measurement.
Who should attend
Investment analysts, portfolio and fund managers, treasury staff, and finance professionals.
Training methodology
Interactive presentations, practical exercises, case studies, group discussions, role-plays where relevant, and a personal action plan that participants apply in their own work.
Objectives
By the end of this course, participants will be able to:
- Understand investment markets and instruments
- Analyse equities and fixed income securities
- Measure risk and return
- Construct and diversify portfolios
- Evaluate portfolio performance
Course outline
Day 1Investment Environment
- Markets and participants
- Asset classes
- Investment objectives
- Regulation
- Discussion
Day 2Equity Analysis
- Fundamental analysis
- Valuation multiples
- Dividend and cash flow models
- Introduction to technical analysis
- Valuation exercise
Day 3Fixed Income
- Bonds and sukuk
- Yields and pricing
- Duration
- Credit risk
- Exercise
Day 4Risk and Portfolios
- Risk and return measures
- Diversification
- Asset allocation
- Portfolio construction
- Portfolio exercise
Day 5Performance and Governance
- Performance measurement
- Benchmarks
- Investment policy statements
- Ethics
- Action plan
