Portfolio and Investment Management

Portfolio and Investment Management ►Objectives:
By the end of this program, participants will be able to:
- Acquire the knowledge on market mechanism and trading
- Understand the effect of risk and return on investment management
- Understand stock and bond fundamentals and valuation
- Manage equity and fixed income portfolios
- Measure the performance of an investment

►Contents:
- Introduction to Investment and Portfolio Management
- The nature of Investments
- Understanding the Investment Decision Process
- Important Considerations in the Investment Decision Process
- The Market players
- Recent Trends
- Asset Classes and Financial Instruments
- Money Market Securities
- Fixed Income Securities
- Equity Securities
- Stock Market Indexes
- Index Construction
- Popular Indexes
- Derivatives Securities
- Securities Markets and Security Trading
- How Firms Issue Securities
- Role of Investment Banking
- Private Placement vs. IPOs
- Types of Market
- Types of Orders
- Trading Mechanisms
- Margin Trading
- Short Sales

- Indirect Investing
- Investment Companies
- Mutual Funds
- Exchange-Traded Funds (ETFs)
- The Risk and Return from Investing
- Investment Return
- Measuring Return
- Holding Period Rate
- Inflation Adjusted-Returns
- Investment Risk
- Measuring Risk
- Scenario Analysis and Probability Distribution
- Using Past returns
- Types of Investment Risks
- Relationship Between Risk and Return: Reward-to-Volatility Measure

- Investment in Bonds
- Bond Characteristics
- Types of Bonds
- Bond Valuation
- Bond Yields (YTM, YTC)
- Yield Curve and the Expectation Theory
- Bond Risks
- Bond Duration and Convexity
- Bond Strategies
- Passive vs. Active
- Investment in Equities
- Common Stock Characteristics
- Macroeconomic and Industry Analysis
- The Global Economy
- The Domestic Economy
- Interest Rates
- Demand and Supply Shocks
- Government Fiscal and Monetary Policies
- Business Cycles
- Industry Analysis
- Equity Valuation Models
- Technical Analysis

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