Summary
Portfolio management is a critical function in the investment industry that involves managing a portfolio of assets to achieve the investors & objectives. The course covers the principles of portfolio management, including asset allocation, diversification, and risk management. It also covers the different types of investment products, including stocks, bonds, and derivatives. The course will also provide an overview of the regulatory framework for portfolio management and the role of portfolio management in the investment industry.
Course Duration
21 Hours – (3 Days)
Course Outline
- Introduction to portfolio management
- Asset allocation
- Diversification
- Risk management
- Investment products
- Stocks
- Bonds
- Derivatives
- Regulatory framework for portfolio management
- Role of portfolio management in the investment industry
- Case studies and practical applications