Investment management and analysis Course

COURSE OVERVIEW

INTRODUCTION

The last few years have witnessed unprecedented volatility in the capital markets. Active managers have switched between risk on and risk off trades. As the markets continue to evolve, a thorough understanding of the basics is essential. This hands-on course examines the investment process, risk and return and strategies to increase return. Differences between asset managers and institutional fund managers are explored. The course wraps up by analyzing attribution metrics on the portfolio’s performance.

This course will provide participants with techniques for evaluating investments on an individual basis & in the context of the portfolio. Techniques for analyzing investments focus on maximizing expected returns while minimizing risk. The most powerful way to achieve this objective is by creating a portfolio of investments. Topics covered are Financial Statement Analysis, Markets & Instruments, Equity Investments, Debt Investments & Portfolio Management.

DURATION

10 Days

WHO SHOULD ATTEND?

Participants of this course should represent a wide range of personnel in the organization who are in the following capacities.

• Program managers
• Product managers
• Portfolio managers
• Senior executives accountable for corporation policies
• Managers accountable for generating organizational policies or for offering strategic recommendations
• Members of portfolio, program, or project offices
• Operational managers
• Project team personnel, clients, and other stakeholders of the portfolio management process

TOPICS TO BE COVERED

LEARNING OBJECTIVES

At the end of the course, the participants should be able to:

• Distinguish portfolio management from other management types
• Connect projects to corporate strategic goals
• Describe what is included in project prioritization in big, complex corporations
• Give priority to various projects based on their strategic value
• List projects based on the strategic priorities so as to optimize the advantages stemmed from a corporation capability to finish projects
• Increase the volume of projects as much as possible to be accomplished by creating defensive ability of non-limiting resources
• Optimize the value of projects that are over by making sure that the proper projects are being accomplished in the right order
• Facilitate the portfolio management procedure by concentrating the management attention on the bottlenecks to project accomplishment
• Consider portfolio management effectiveness as a factor to the participation of the Project Management Office
• Evaluate the advantages of portfolio management
• Analyze the role of project portfolio management in the organizational achievements
• Express efficient project portfolio documents
• Choose the tools and approaches to equalize a project portfolio

TOPICS TO BE COVERED                   

MODULE 1 – Overview of Stock Market Analysis

• Definitions of Stock
• Types of Stocks
• The risk-free rate of return
• Yield curve
• Why do Stock Prices Move?
• Understanding business cycles
• Bull and Bear Markets

MODULE 2 – Overview of Portfolio Management

• Project portfolio definition
• Project portfolio management definition
• What is governance
• Why do we need a project portfolio?
• Managing the resources

MODULE 3 – Elements of Portfolio Management

• Resources accessibility
• How to prioritize elements of portfolio?
• How to balance out the project portfolio?
• How to deliver investment oversight?

MODULE 4 – Getting Started on the Project Portfolio Management

• The goal of portfolio documentation
• Quantity metrics
• Project portfolio reports
• Portfolio risk analysis
• Portfolio risk management effective policies
• Seizing investment data

MODULE 5 – Managing the Project Portfolio

• Review the performance of portfolio
• Yearly portfolio review
• Factors of success in portfolio management
• Project portfolio management drawbacks
• Portfolio requirements

MODULE 6 – Active Portfolio Management Performance

• Risk
• Effective predictions
• Information assessment
• Portfolio structure
• Transactions expenses, revenue, and tradeoff
• Implementation Evaluation

MODULE 7 – Investment Management Process

• Difference between investing and financing
• Difference between direct and indirect investment
• Investment environment
• Financial markets
• Investment management procedure

MODULE 8 – Computable Methodologies of Investment Assessment

• Return on investment and expected rate of return
• Investment risk. Variance and standard deviation
• Relationship between risk and return
• Covariance
• Relationship and coefficient of determination
• The revenues on stock vs market portfolio

MODULE 9 – Portfolio Management and Evaluation

• Difference between active and passive portfolio management
• Difference between strategic and tactical asset distribution
• Managing and modification of the portfolio
• Portfolio performance matrices

METHODOLOGY

The instructor led trainings are delivered using a blended learning approach and comprises of presentations, guided sessions of practical exercise, web-based tutorials and group work. Our facilitators are seasoned industry experts with years of experience, working as professional and trainers in these fields.

 All facilitation and course materials will be offered in English. The participants should be reasonably proficient in English.

CERTIFICATION

Upon successful completion of this training, participants will be issued with Steady Development Centre certificate.

TRAINING VENUE

The training will be held at Steady Development Centre. The course fee covers the course tuition, training materials, two break refreshments and lunch.

All participants will additionally cater for their, travel expenses, visa application, insurance, and other personal expenses.

ACCOMMODATION AND AIRPORT PICKUP

Accommodation and airport pickup are arranged upon request. For reservations contact the Training Officer.

Email: training@steadydevelopmentcentre.com

Tel: +254 718108851

TAILOR- MADE

This training can also be customized to suit the needs of your institution upon request. You can have it delivered in our Steady Development Centre or at a convenient location.

PAYMENT

The course fee payment should be transferred to Steady Development Centre account through bank, 3 working days before the commencement of the training to enable us to prepare better.

For further inquiries, please contact us on

Tel: +254 718108851

Email: training@steadydevelopmentcentre.com

Our Upcoming Training Schedule