PORTFOLIO MANAGEMENT

DAY 1:
INTRODUCTION
THEORY OF CHOICE
INVESTMENT PROCESS
INSTRUMENTS


DAY 2:
GALAXY OF RISKS
RISK AND RETURN
DIVERSIFICATION BENEFITS
BETA OR SIGMA

DAY 3:
PORTFOLIO CONSTRUCTION
PERFORMANCE
REBALANCING

DAYS 4-5:
TRADING STRATEGIES
ENHANCEMENT STRATEGIES
REPAIR STRATEGIES
HEDGING


BENEFITS FOR PARTICIPANTS:

THIS COURSE WILL HELP PARTICIPANTS UNDERSTAND THE INVESTMENT
PROCESS. THEY WILL LEARN BASIC VALUATION MODELS OF TRADITIONAL
FINANCIAL SECURITIES AND THE MARKET MECHANISM OF PUBLIC

TRADING. PARTICIPANTS WILL LEARN HOW TO CONSTRUCT A PORTFOLIO
TO MEET A SPECIFIC OBJECTIVE. EVALUATION OF THE PERFORMANCE AND
REBALANCING WILL BE EXPLAINED. PROGRAM TRADING AND PORTFOLIO
INSURANCE MAY BE COVERED.

TYPE OF ATTENDEES:
THIS COURSE IS MOST BENEFICIAL TO TRADERS, INVESTMENT GROUPS,
FINANCIAL ANALYSTS, BROKERS, AND CONSULTANTS.

 

Other Seminars: