Menu
Menu
CODE: FP14
DURATION: 5 Days/10 Days
CERTIFICATIONS: CPD
Active Portfolio Management and Asset Allocation represent a critical domain within the field of finance. This course offers a comprehensive examination of advanced strategies employed by investment professionals to enhance portfolio performance. It highlights the significance of active management methodologies, enabling participants to exceed benchmark returns through strategic asset allocation, meticulous security selection, and adaptive risk management. As financial markets continue to develop, understanding and applying these concepts is essential for attaining exceptional investment results.
This course is available in the following formats:
Virtual
Classroom
Request this course in a different delivery format.
Course Outcomes
Delegates will gain knowledge and skills to:
Learn strategies to take advantage of market inefficiencies and beat the norm.
Design a customizable asset allocation framework for different market conditions.
Master risk assessment techniques, diversification and hedging
Develop expertise in securities analysis using basic technical methods.
Understand and counter bias to improve investment decisions.
Apply concepts through practical case studies and real-world situations.
Build connections with industry experts and peers for collaboration.
At the end of this course you’ll understand:
ü Financial markets and project valuation
ü Financial distress and the interactions between financing and investment decisions; leveraged buyouts
ü Corporate and competitive strategy; mergers & acquisitions
ü Strategy for new businesses; going public and private
This course is designed specifically for finance professionals such as portfolio managers, investment analysts, wealth advisors, and institutional investors who aim to expand their knowledge and skills in active portfolio management and asset allocation.
✓ Modern facilities
✓ Course materials and certificate
✓ Accredited international trainers
✓ Training materials and workbook
✓ Access to online resources
