Training Course: Investment portfolio management

Introduction

The Advanced Investment Management course is a comprehensive and intensive training program designed to provide participants with the most up-to-date knowledge and advanced skills in investment management. This course aims to delve into the rapidly evolving landscape of investment strategies, portfolio management techniques, and the integration of technology in investment decision-making. Participants will gain a deep understanding of contemporary investment concepts and practices, enabling them to navigate the complexities of modern financial markets with confidence and expertise.

Objectives

• Gain a comprehensive understanding of modern investment concepts and their relationship with savings in the digital era.
• Explore advanced investment strategies and their applications in different market conditions.
• Examine the evolving role of technology in investment management and decision-making.
• Analyze the impact of macroeconomic factors on investment strategies.
• Develop proficiency in building and managing advanced investment portfolios.
• Learn cutting-edge investment analysis techniques and evaluation methods.
• Understand the principles and criteria for selecting stocks and navigating dynamic markets.
• Explore the use of alternative investments and their role in portfolio diversification.
• Evaluate the performance and risks associated with modern investment approaches.
• Apply advanced financial modeling techniques to assess investment opportunities.
• Use quantitative methods to measure and manage portfolio risk.

Course Outline

Day 1

Introduction to Modern Investment Management

• Relationship between Investment and Savings in the Digital Era
• Advanced Concepts of Time Value of Money

Technology and Innovation in Investment Management

• Role of Technology in Investment Decision-Making
• Robo-Advisory and Automation in Investment Management

Day 2

Modern Investment Strategies

• Active vs. Passive Investing
• Factor Investing and Smart Beta Strategies

Sustainable Investing

• Environmental, Social, and Governance (ESG) Investing
• Impact Investing and Sustainable Finance

Day 3

Integration of Technology in Investment Management

• Artificial Intelligence and Machine Learning in Portfolio Optimization
• Big Data and Predictive Analytics in Investment Decision-Making

Macroeconomic Factors and Investment Strategies

• Analysis of Macroeconomic Factors
• Global Market Trends and Geopolitical Risks

Day 4

Behavioral Finance and Investor Psychology

• Understanding Investor Behavior
• Psychological Biases in Investment Decision-Making

Advanced Investment Portfolio Construction and Risk Management

• Portfolio Construction Strategies
• Risk Management Techniques

Day 5

Advanced Investment Analysis Techniques

• Fundamental and Technical Analysis
• Quantitative Methods for Risk Measurement and Management

Alternative Investments and Portfolio Diversification

• Introduction to Alternative Investments
• Role of Alternative Investments in Diversification

Performance Evaluation and Attribution Analysis

• Performance Evaluation Techniques
• Attribution Analysis and Benchmarking