| COURSE : CERTIFIED PORTFOLIO & ASSET MANAGEMENT | |
|---|---|
| Course Overview | Portfolio Risk Analytics allows wealth managers, advisers and retail product providers to create forward-looking risk analyses for multi-asset investment portfolios. |
| Training Duration | Total Training Hours : 22-26 Hours Training Duration : 1 Week Total Training Days : 4 Working Days |
| Training Schedules | Weekdays (Sunday to Thursday) Regular Sessions : 6 Hrs Per day (9am to 2pm or 3.00pm to 9.00 pm) Food & refreshments Included WeekEnds (Friday & Saturday) Fast Track Sessions: 8 Hours per day (9am to 5pm) Food & refreshments Included |
| Certifications: | 1) Certificate from Laurels Training Institute, Attested by Knowledge & Human Development Authority (KHDA) government of Dubai, UAE - With Online Worldwide recognition facility 2) Certificate from American Institute of Professional Studies (AIPS) from USA (After 15 Days of course Completion which will couriered to the attendees office address) - With Online Worldwide recognition facility |
| Tests | Yes |
| Learning Aids | Yes |
| Course Material | Hard & Soft Copies of Study Material |
| Language of Instruction | English |
| Instructor Helpline | Yes 1. Email 2. Social Media (For Emergency requirements) |
| Registration Requirements | 1. Passport Copy 2. Curriculum Vitae 3. Passport size photographs 4. Course Fee |
| Mode of Payment: | Cash / Cheque / Credit Card / Bank Transfer. |
| Eligibility Criteria (Who should attend this training) | Portfolio managers may attempt to beat or match an index or specific liability structure. However, the process of choosing a strategy and investing within said strategy is crucial to meeting the goals of the asset manager, institutional, or individual investor. Choosing an optimal asset mix, as well as determining which is best suited given a specific risk tolerance is fundamental to the task. The portfolio manager must consider many risk factors, including market risk, credit risk, and liquidity risk. |
| Course Benefits | Portfolio managers may attempt to beat or match an index or specific liability structure. However, the process of choosing a strategy and investing within said strategy is crucial to meeting the goals of the asset manager, institutional, or individual investor. Choosing an optimal asset mix, as well as determining which is best suited given a specific risk tolerance is fundamental to the task. The portfolio manager must consider many risk factors, including market risk, credit risk, and liquidity risk. |
| Course Contents / Outline | Overview of the asset management industry Development of asset management : definition, players… Regulatory environment and organization of an asset manager 3-P’s Indexing strategies: Indexing techniques ETFs Smart beta Portfolio insurance and guaranteed funds:
History and recent growth Presentation of the different techniques : Stop loss OBPI CPPI Active investment management: The rationale for active management Principles of behavioral finance The fundamental law of active management The three stages of asset allocation : strategic, tactical and securities selection Style analysis Forecasting asset class returns Long-term asset returns Tactical forecasting models Portfolio construction:
Risk estimates Drawbacks of classical portfolio optimization Factor models Black-Litterman approach Managing Bond portfolios:
Presentation of bond markets Basic risk measures : duration, modified duration Beyond duration : Modern interest rate risk management techniques Credit risk Managing Equity portfolios:
Presentation of equities markets Investment styles Risk factors Alternative Investments:
Common features Hedge Funds : history, main strategies, performance and risk Real estate and Infrastructure investing Private Equity Funds Performance evaluation:
Performance measure: methods and rankings The limits of rankings based on past performance Risk-return ratios Performance analysis and breakdown in factors." |