Portfolio Management

This course is designed to provide individuals with the skills, knowledge, and tools necessary to effectively manage the finances and assets of high-net-worth individuals (HNWIs), families, or businesses. The course provides a working knowledge of portfolio construct required for frontline executives.

 Course Objectives:

• Understanding portfolio objectives
• Relevant concepts of portfolio construct
• Comparative of direct v/s managed vehicles
• Types of managed vehicles

 Target Audience:

•  Frontline executives interacting with clients
• Mid-level; even juniors can attend for sensitization
• Operations / compliance / other executives can attend for sensitization

Course Modules (Includes Case Studies):

•  Portfolio construct
  • Mandate / objectives
  • Allocation
  • Alpha
  • Beta
  • Review / reconstruct
  • Risk and returns

• Managed vehicles
  • Direct investments
  • Stocks, bonds, real estate, commodities
  • Collective investment schemes
  • Comparative: direct v/s indirect
  • Mutual funds
  • Active / Passive / ETFs
  • Retirement funds
  • REITs 

To follow the course, please quote the reference when registering for the course.  Contact us

All sections (including feedback) must be completed to obtain the certificate of attendance.

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