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Investment Portfolio Management Principle

Dates (Click on preferred date to apply) Aug 04
CategoryGeneral Business Management
Duration2 Days at 3 hours per day
Corporate LevelFoundation Level, Intermediate Level, Senior Level, Executive

This Course will provide participants with an understanding of the theoretical concepts and practical aspects of managing an investment portfolio. The course will also examine key issues in investment and portfolio management.

Expected Learning Outcomes
  • Key objectives of Portfolio Management
    • Investor attributes - investment horizon, investment objectives, risk tolerance, liquidity requirements
    • Regulatory and other portfolio constraints
  • Overview of the Portfolio Management process
  • The Theoretical Platform for Portfolio Management  – Efficient Market Hypothesis
  • Asset Classes & Asset Allocation (Portfolio Construction)
    • Equities
    • Fixed Income
    • Alternatives
  • Investment Selection
  • Core Portfolio Management
    • Research backbone
    • Impact of asset allocation on portfolio risk and performance
    • Performance measurement/monitoring
    • Portfolio rebalancing
    • Common portfolio mistakes to aviod
  • Case studies



LocationVirtual Learning
Fee in Naira60,000.00