Introduction to Markets, Securities and Modern Portfolio Management

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Introduction to Markets, Securities and Modern Portfolio Management Course
Introduction:
The Portfolio Management and Investment Analysis course is designed to address a significant gap in the field of management-by-projects across all types of organizations, including profit, non-profit, and government sectors. This gap pertains to the need for well-documented processes that encompass widely recognized best practices in the discipline of portfolio management. While project management and program management have traditionally focused on ensuring "doing the work right," portfolio management is concerned with the critical aspect of "doing the right work."
The term "portfolio" has been in use for quite some time and carries different meanings across diverse organizations. In the financial industry, for instance, a portfolio represents a collection of investment instruments such as stocks, bonds, mutual funds, and commodities. However, this standard does not aim to address those specific types of portfolios, nor does it attempt to establish a bridge between this standard and other portfolio categories.
Instead, the focus of this standard is specifically on "project portfolio" management. Throughout the course, the term "portfolio" will solely refer to this context of managing project portfolios. By honing in on project portfolio management, this course provides participants with the necessary knowledge and skills to effectively manage and analyze project portfolios.
Join us in this course to explore the principles and practices of portfolio management and investment analysis. By understanding and applying these concepts, you will be equipped to make informed decisions, optimize resource allocation, and align project portfolios with strategic objectives, ultimately driving success and value for your organization.
Course Objectives:
At the end of this Introduction to Markets, Securities and Modern Portfolio Management Course, learners will be able to do:
- Know investment alternatives
- Optimally diversify and make efficient portfolios
- Allocate funds between risk-free and risky assets and choose portfolio as par the risk tolerance of investors
- Know and practice to trade at KSE
- Know how margin financing at KSE works
- Calculate the cost of equity with CAPM and DDM
- Value stocks and bonds and find under/over-valued stocks
- Understand various technical indicators like a stochastic oscillator, MACD, DMA, RSI, etc.
- Relate Portfolio Management to Project and Program Management
- Describe generally accepted processes associated with Portfolio Management and investment analysis
- Present and describe the required elements for Portfolio Management
- Identify the required tools and techniques needed in each process in the Portfolio Management
Who Should Attend?
This course targets Senior Managers, Management staff in charge of organization strategy, Portfolio managers, members of a strategic and/or portfolio management office, Managers of projects, Program managers, Functional managers and process owners with resources in a portfolio, Educators teaching the management of portfolios and related subjects, Consultants and other specialists in the project, program, and portfolio management and related fields, and Trainers developing.
Course Outlines:
Understanding Investments
- The nature of investments
- Understanding the investment decision process
Investment Alternatives:
- Organizing financial assets
- Money market securities
- Fixed-income securities
- Equity securities
- Derivative securities (Futures and Options)
Indirect Investing:
- Investment company
- Types of investment companies
- Major types of mutual funds
- Net Asset Value
- Mutual Fund Returns
Introduction, Portfolio Management Overview and Organization, Portfolio Management Processes, Portfolio Governance
- Get to know classmates (company, industry, background)
- Portfolio Management context, lifecycle, Roles & Responsibilities
- Portfolio Management processes overview, ten portfolio governance processes, and four portfolio risk management processes
- Portfolio Management Governance, identify, categorize, evaluate, select and prioritize components
Portfolio Management Governance, Portfolio Risk Management
- Balance Portfolio, applying quantitative methods, communicate portfolio adjustment
- Authorize Components, approve funding and resources, Review and report portfolio performance
- Recommendations to business, monitor business strategy change, setting up new criteria
- Portfolio Risk Management, identify portfolio risks, analyze portfolio risks, building risk register
- Develop portfolio risks responses, select response strategy, monitor and control portfolio risks, request portfolio changes