Asset, Investment and Portfolio Management Certification Course

Why select this training course?

The investment portfolio gets reviewed every second to assist in structuring it for the modern world. Moreover, various investment opportunities rise with multiple stages of risks. Therefore, many selective investments get highly preferred by institutions and private investors. The Certification Course from Rcademy will help answer the most common question in asset, investment, and portfolio management, such as how a person analyses an investment portfolio. What is the association between portfolio management and investment analysis?

Why is an asset, investment and portfolio management certification needed in the finance industry?

An increase in the need for investment professionals may be attributed to the expansion of the world economy. This expansion has increased the demand for investment professionals who can successfully manage financial assets and make educated investment choices. Complex financial markets Because of the rapid pace at which the financial markets change, investment professionals need to be able to successfully traverse the intricacies of these markets to make informed judgments about their client’s investments.

What is investment and portfolio management?

To achieve investment objectives and optimize returns, it is common practice to use the techniques of investing and portfolio management. This entails checking the market, rebalancing the portfolio, and deciding whether to purchase, sell, or keep investments based on the results of one’s research and analysis. Risk and reward must be weighed carefully while managing a portfolio, and investors must maintain self-discipline in the face of market fluctuations.

Participating in the Asset, Investment, And Portfolio Management Certification Course by Rcademy will provide you with comprehensive knowledge of the acquisition of portfolio control, such as the current categories, complete processes, and influential aspects. In addition, the program covers all the crucial factors of investment portfolio control that need to be learned and experienced by any other specialist to create a career as an investment portfolio leader. Therefore, this Rcademy course will increase the immense value of your expert career graph.

Who should attend?

The Asset, Investment, And Portfolio Management Certification Course by Rcademy is ideal for:

• Finance and economics students
• Career switchers
• Investment banking associates
• Aspiring banking managers
• Early to mid-career financial professionals
• Investment portfolio managers
• Managers and executives having a role associated with portfolio leaders
• Financial advisors and personal investors
• Professional with an interest in learning portfolio management
• Investment organizations employees
• Personal investors

What are the course objectives?

The primary objective of the Asset, Investment, And Portfolio Management Certification Course by Rcademy are:

• Determine the cost of equities and bonds
• Analyze the performance of an active portfolio management
• Determine the dangers of different tools and asset portfolios
• Understand investment portfolio management deeply
• Apply the knowledge and experience earned in this course to any role or position within investment management
• Have a more significant competitive advantage due to highly trained and skilled professionals
• Organization development and growth due to raised success and credibility in client recommendations
• Worldwide recognition and exposure due to update processes and systems that aid companies to remain relevant and able to compete in the global market
• Apply the skills learned to meet all the expectations of their responsibilities successfully
• Apply analytical and foresight skills to review existing data before making an investment decision
• Learn and get exposed to good risk analysis and assessments before deciding on investment plans
• Study and have the experience to be updated with growth in the market constantly
• Learn the rules and standards to follow when making investments
• Study to have confidence and knowledge to train others concerning investment portfolio management
• Understand the dynamics of portfolio investments management
• Apply the skills learned to handle and introduce automated systems backed by technology to monitor investment performance
• Understanding of the vital interpretation output concerning risk management and investment equipment, including Thomson one banker and style research
• Understand customer objectives and investment policy statement
• Apply the portfolio approach in practice
• Understand and highly analyze the value methods, hedge fund techniques, and momentum models

How will this course be presented?

The institution recruits’ tutors with high experience to assist in teaching this course. The contents of this program get thoroughly reviewed and analyzed before the beginning of the program commences. It is encouraged to have two-way participation by the trainer assigned team jobs to the training team.

There is the use of role-plays and case studies to increase the quality and method of studying and training. Participants get asked to share associated experiences or challenges at their place of work and present them in class for discussion to assist other people in learning and gaining from other members’ experiences. There is a follow of the do-review-study-apply technique, and it is highly effective.

What are the topics covered in this course?

Module 1: Primary Factors of Portfolio Management

• Diversification
• Rebalancing
• Allocation of assets

Module 2: Aims of Investment Portfolio Management

• Allowing for the general efficiency of the portfolio
• Maximum fund allocation
• Optimization of risks
• Flexibility of portfolio
• Protection from extra financial exposure
• Optimization of returns
• Appreciation of capital

Module 3: Factors that Influence Investment Portfolio Management 

• The investor’s age
• Period of investment
• Level of risk tolerance

Module 4: Various Types of Investment Portfolio Management

• Discretionary
• Non discretionarily
• Active investment
• Passive investment

Module 5: Categories of Investment Portfolio

• Defensive portfolio
• Aggressive portfolio
• Hybrid portfolio

Module 6: Techniques of Investments

• Contrarian investing
• Growth stock investing
• Momentum investing
• Development at a reasonable cost
• Value Investing

Module 7: Investment Portfolio Management Process

• Making decisions concerning the allocation of assets
• Creation of portfolio methods
• Choosing investment and securities
• Portfolio investments
• Method of portfolio rebalancing
• Evaluation and revision of portfolio
• Portfolio implementation
• Capital market estimation techniques
• Determination of investment goals
• Decision-making concerning the allocation of assets

Module 8: Portfolio Planning Process Steps

• Determination of the distribution of assets
• Choosing the various investment choices
• Measure, monitor, and rebalance
• Analyze the initial situation
• Develop investment aims

Module 9: Primary Methods to Successful Portfolio Management and Successful Investment

• Stay aware of opportunities
• Allocation of capital by opportunity prices
• Lowering prices, fees, and expenses
• Emphasizing the margin of safety
• Invest in assets that one understands well
• Analysis of one’s success through the underlying operational performance of the company and not the stock cost
• Methods to get rational concerning costs

Module 10: Optimal Portfolios with One, Two, And Many Risks Asset

• Optimal portfolio with one risk asset
  – Capital and leverage allocation line
  – Mean-variance utility
• Optimal portfolio with two risky assets
  – Risk parity
  – Stock bond example
  – Combination of risk assets
• Optimal portfolios with many risks
  – The lowest variance frontier
  – Naive diversification

Module 11: Bond Evaluation and Analysis 

• Fixed income securities
• Properties, covenants, and bond indentures
  – Categories (private and government bonds)
  – Variable and fixed coupon securities
  – Primary and secondary industry ad their methods
  – Short-term securities, such as repo transactions
• Fixed income analysis introduction
  – Measuring bond costs
  – Understanding of various types of bond yields, spot rates, and forward
  – Measuring bond costs with the support of spot costs
  – Knowing and calculating the flat fee collected profit and the total bond price
• Fixed-income returns and risk
  – Sources of return and risk
  – Understanding and calculation of Macaulay, effective and modified duration
  – Estimating the cost change percentage of the bond for alteration in yield provided the bond estimation convexity and duration.
  – Variation between effective and approximate convexity
  – Interpretation and calculation of approximate convexity
  – Portfolio duration, the money period, and price value of basis duration point (PVBP)

Module 12: Qualitative Techniques of Investment Analysis

• Risk and income
  – Investment risk, standard and variance deviation
  – Return on investment and the desired rate of return
• Relationship between return and risk
  – Correlation and coefficient of determination
  – Covariance
• Relationship between market portfolio and returns on stock
  – Residual variance
  – Traits of beta and line factor