Investment Portfolio Management Training Course
Course Overview
| Course Title | Investment Portfolio Management Training Course |
| Organization | Tech For Development (T4D) |
| Venue | Tech For Development (T4D) Training Center along Tala Road, Runda, Nairobi |
| Target Industries |
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| Target Job Roles |
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| Course Fees (Face-to-Face) | USD 1,100/KES 75,000 (Exclusive of VAT) |
| Course Fees (Virtual) | TBA |
| Training Modes | Virtual and face-to-face training |
| Payment | Payment should be made to the Tech For Development (T4D) bank account on or before the start of the course |
| Accreditation | Tech For Development Certificate of Course Completion |
Course Overview:
This 5-day course offfered at T4D provides a thorough foundation in investment portfolio management, covering essential principles, techniques, and strategies for constructing and managing investment portfolios. Participants will explore asset allocation, risk management, performance measurement, and portfolio optimization, focusing on real-world applications and market dynamics. The course includes practical exercises in portfolio construction, rebalancing, and performance analysis, equipping participants with the skills to make informed investment decisions aligned with financial goals and risk tolerance.
Course Duration:
5 Days
Target Audience:
- Investment analysts and portfolio managers
- Financial advisors and wealth management professionals
- Risk management officers
- Finance and investment professionals seeking to improve portfolio management skills
- Anyone interested in deepening their understanding of investment management
Personal Impact:
- Gain proficiency in asset allocation and risk management techniques.
- Learn to construct and manage investment portfolios effectively.
- Enhance decision-making skills for optimizing portfolio returns.
Organizational Impact:
- Improve the organization’s investment decision-making and portfolio performance.
- Strengthen asset allocation and risk management strategies.
- Align portfolio management practices with organizational objectives and risk policies.
Course Objectives:
By the end of this course, participants will be able to:
- Understand the fundamentals of investment portfolio management and key concepts in asset allocation.
- Apply risk and return analysis to optimize portfolios.
- Use quantitative and qualitative tools for portfolio construction and evaluation.
- Develop effective rebalancing and performance measurement techniques.
- Make strategic investment decisions aligned with financial objectives and market trends.
Course Modules
Course Outline:
Module 1: Introduction to Investment Portfolio Management
- Overview of investment portfolio management principles
- Types of portfolios and portfolio management approaches (active vs. passive)
- Setting investment goals, risk tolerance, and financial objectives
- Practical Exercise: Defining investment objectives and risk profiles
Module 2: Asset Allocation and Diversification
- Strategic and tactical asset allocation
- Diversification techniques across asset classes and sectors
- Evaluating asset classes: equities, bonds, real estate, and alternative investments
- Case Study: Building a diversified portfolio based on risk-return trade-offs
Module 3: Risk and Return Analysis
- Analyzing portfolio risk and expected return
- Standard deviation, beta, Value-at-Risk (VaR), and other risk measures
- Portfolio optimization techniques, including the Markowitz model
- Practical Exercise: Calculating and interpreting risk and return metrics
Module 4: Portfolio Construction and Rebalancing
- Constructing an investment portfolio using asset allocation principles
- Rebalancing strategies and considerations
- Managing cash flows and adjusting for changing market conditions
- Real-life Project: Portfolio construction and rebalancing exercise
Module 5: Performance Measurement and Evaluation
- Techniques for measuring and evaluating portfolio performance
- Comparing against benchmarks and indices
- Understanding alpha, Sharpe ratio, and other performance metrics
- Case Study: Evaluating the performance of a sample portfolio over time
Course Administration
Methodology
This instructor-led training course is delivered using a blended learning approach comprising presentations, guided practical sessions, web-based tutorials, and group work.
Accreditation
Participants will receive a Tech For Development Certificate of Course Completion.
Training Venue
Held at the Tech For Development Training Centre.
Accommodation & Airport Transfer
Arranged upon request.
Email: letstalk@techfordevelopment.com
Phone: (+254) 790 824 179
Tailor-Made
Customised training available.
Payment
Send proof of payment to letstalk@techfordevelopment.com.
