Many theoretical building blocks underpinning the history of Portfolio Management have been sorely tested in recent years. Are Markets ’efficient’? Do we live in a statistically ‘Normal’ world? What happened to ‘Risk Free Rates of Return’? These important issues will be addressed, from a practical perspective, to understand how today’s Managers deal with such challenges.
Understanding how Portfolio Managers navigate the Financial Markets is key to this programme. The management of Investor expectation is as important as the management of their funds.
- Excel tools to measure Performance attribution & Portfolio optimization
- Interactive group-based exercises in a competitive environment
- A practitioner viewpoint to bridge the gaps between theories & market realities
- Daily wrap-up exercise to reinforce the main learning points
- Globally recognized CPM Designation from IABFM
WHO SHOULD ATTEND?
Portfolio managers, Trustees, Institutional investors, High Net Worth Individuals, Risk Managers, Wealth Managers, Fund of funds managers, Research analysts, CEO’s of asset management companies, Directors of asset management companies, Pension funds consultants, Private Clients Managers, Finance ministry officials, Private equity and Venture Capital managers, Hedge fund managers, Chief Financial Officers, Corporate
lawyers, Financial journalists, Market commentators, Asset Management compliance officers, Parliamentary representatives, Fund Accountants, Fund auditors
CERTIFIED PORTFOLIO MANAGER CERTIFICATION
The International Academy of Business and Financial Management™ is one of the world’s fastest growing professional associations with more than 200,000 members, associates and affiliates in 145 countries. IABFM™ hosts and organizes certification training worldwide and offers exclusive board designations to candidates who meet the highest professional standards and assessment criteria. The IABFM is credited by the American National Standards Institute (ANSI) the International Standards setting authority.
- Length 5 days
- Industry Financial Services
- Prerequisites None
- Association IABFM - International Academy of Business and Financial Management
- This program is worth 35 NASBA CPE credits
SESSION 1: Modern Portfolio Theory and Efficient Markets – still relevant today?
SESSION 2: Portfolio Performance Measurement & Attribution Analysis
SESSION 3: The impact of Behavioural Finance on Investing Strategies
SESSION 4: Investing in Bonds – What you need to know
SESSION 1: Investing in Equities – Understanding the dynamics of the Asset Class
SESSION 2: Equity Valuation Criteria – Earnings & Dividends
SESSION 3: Equity Valuation Criteria – Price to Sales, Assets & Enterprise Values
SESSION 4: Equity Valuation Criteria – Discounted Cash Flow Modelling
SESSION 1: An Introduction to Exchange Traded Funds – The new Investing Paradigm
SESSION 2: Exchange Traded Funds in practice – an evolving universe
SESSION 3: Asset Allocation – A High Net Worth Private Client Perspective
SESSION 4: Asset Allocation – An Institutional Pension Fund Perspective
SESSION 1: Risk Measurement and Management across the Investable Universe
SESSION 2: Introducing the Derivatives Markets
SESSION 3: Using Derivatives in Portfolio Management
SESSION 4: Investing in Private Equity
SESSION 1: Introduction to the Hedge Fund universe
SESSION 2: Hedge Fund Trading Tactics & Counter-Party Relationships
SESSION 3: Issues for Hedge Fund Investors
SESSION 4: Risk Management for Hedge Funds