INVESTMENT & PORTFOLIO MANAGEMENT

Overview

With the global financial markets and instruments that characterize the investment opportunities available to today’s investor, there are daunting challenges. In the business of wealth creation, all investors share common issues in investing: how to meet their liabilities, how to decide where to invest, and how much risk to take on.

Investment and Portfolio Management course, is designed to enable participants deepen their knowledge and understanding of purposeful discuss, and formulate solutions to these investment questions unavoidably raised.

The theory and the real-world skills necessary to design, execute, and evaluate investment proposals that meet financial objectives will be discussed. Essential skills of portfolio management and personal investing will be discussed.

Course Objective

At the end of this course, participants will be able to:

• Understand and adopt efficient investment alternatives
• Effectively diversify and make efficient portfolios
• Calculate and analyze cost of equity
• Evaluate the best practices in portfolio management and performance evaluation as well as current investment strategies.
• Choose portfolio from an in depth understanding of risk tolerance of investors and skillfully allocate funds between risk-free and risky assets
• Evaluate irrational behavior and behavioral biases in financial markets
• Identify how securities are traded
• Effectively and efficiently master the analytical tools, quantitative skills, and practical knowledge necessary for long-term investment management success
• Evaluate bonds and stocks value and identify under and over-valued stocks

COURSE OUTLINE

MODULE 1 – INTRODUCTION TO INVESTMENT & PORTFOLIO MANAGEMENT

• Objectives Of Investment Decisions
• Types of investors (individuals and Institutions)
• Investment horizons
• Investment process
• Constraints of investment & portfolio management
• Liquidity & Taxation

MODULE 2 – FINANCIAL MARKETS DETAILS

• Types of financial markets
• Primary and Secondary Markets
• Trading in Secondary Markets
• The Money Market
• The Bond Market

MODULE 3 – FIXED INCOME SECURITIES

• The Time Value of Money
• Simple and Compound Interest Rates
• Bond Pricing Fundamentals
• Bond Yields and Interest Rates

MODULE 4 – CAPITAL MARKET EFFICIENCY

• Market Efficiency
• Weak-form Market Efficiency
• Semi-strong Market Efficiency
• Strong Market Efficiency

MODULE 5 – FINANCIAL ANALYSIS AND VALUATION OF SECURITIES

• The Analysis of Financial Statement
• Income Statement (Profit & Loss)
• Balance Sheet & Cash Flow Statement
• Financial Ratios
  • Return Ratios
  • Operation Ratios
  • Profitability Ratios
• The valuation of common stocks

MODULE 6 – PORTFOLIO THEORY

• Basics of modern portfolio theory
• Markowitz theory
• Arbitrage pricing theory (APT)
• Diversification and Portfolio Risks
• Measures of risk and returns
• Advantages and disadvantages of MPT

MODULE 7 – THE EQUILIBRIUM MODULE

• The Capital Asset Pricing Module
• CAPM and MPT difference
• Forwards and Futures
• Call and Put Options
• Forward and Future Pricing
• Option Pricing

MODULE 8 – INVESTMENT MANAGEMENT

• Investment Companies
• Active vs. Passive Portfolio Management
• Classification of funds
• The other Investment Companies

MODULE 9 – PORTFOLIO PERFORMANCE ASSESSMENT

• Portfolio Performance assessment of managed funds
• Sharpe Ratio
• Traynor Ratio
• Jensen measure
• Portfolio Alpha)

Who Should Attend?

Financial officers, controllers, accountants, Treasurers, corporate planning and business development professionals, Sales and marketing professionals

Delivery Method: This will include combine lectures, discussions, group exercises, case studies and illustrations. Participants will also understand the theoretical and practical knowledge of the topic.

Venue: Dubai

Duration: 2 weeks

Course Date: June 17th – 21st 2024