Training Course on Portfolio Management and Investment Risk

Course Overview
In an increasingly volatile and interconnected global financial environment, successful portfolio management requires a robust understanding of asset allocation, risk-return trade-offs, and dynamic market behavior. This course equips participants with the tools, strategies, and frameworks necessary to construct, manage, and optimize investment portfolios while managing associated risks effectively.
Participants will learn the principles of modern portfolio theory, diversification, and risk quantification. The course covers portfolio construction methodologies, performance evaluation techniques, and strategies for managing equity, fixed income, and alternative asset classes. It also explores emerging trends such as ESG investing, behavioral finance, and the role of technology in portfolio analytics.
Practical sessions emphasize risk identification, measurement (e.g., standard deviation, beta, VaR), and mitigation strategies to ensure portfolios are aligned with investor goals, market outlooks, and regulatory constraints.
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Course Objectives
By the end of the course, participants will be able to:
•Understand the foundations and objectives of investment portfolio management
•Construct and rebalance diversified portfolios using quantitative techniques
•Measure and interpret investment risk using industry-standard metrics
•Evaluate portfolio performance using absolute and relative benchmarks
•Apply strategic and tactical asset allocation models
•Incorporate ESG, ethical, and behavioral factors into portfolio decisions
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Target Audience
This course is ideal for:
•Portfolio and fund managers
•Investment analysts and financial advisors
•Pension fund administrators
•Treasury and wealth management professionals
•Bankers and capital markets officers
•Risk managers, regulators, and consultants
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Training Methodology
•Expert-led presentations and technical demonstrations
•Interactive financial modeling and portfolio simulations
•Real market case studies and benchmarking exercises
•Group discussions and scenario-based risk assessments
•Portfolio performance review using Excel and industry tools
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Expected Outcomes
Participants will:
•Gain practical skills in portfolio construction and asset selection
•Analyze and interpret investment risk in different asset classes
•Implement portfolio strategies aligned with investor mandates
•Use metrics and software tools to monitor and rebalance portfolios
•Strengthen governance and compliance in portfolio management