Methodology

This course uses a variety of educational methods, including explanatory slides, case studies, and detailed Excel models in a workshop environment.

Course Objectives

By the end of the course, participants will be able to:

Define an asset allocation strategy to achieve the desired investment goals.

Implement the approved investment plan to successfully achieve the objectives.

Maintaining approved asset allocation strategies for an entire economic cycle

Gaining the flexibility to deal with good investment opportunities

Maintaining approved asset allocation strategies to rebalance or redistribute them completely from time to time

Monitoring investment portfolio performance to accurately analyze investment returns

Target Audience

Portfolio Managers

Financial Analysts

Bank and Investment Company Employees

Investment Fund Managers

Treasury and Investment Department Employees

Financial Advisors

Those wishing to develop their skills in asset management and investment planning

Those interested in entering the stock market and institutional investing

Target Competencies

Strategy

Portfolio Management

Risk and Return

Financial Consulting

Portfolio/Fund Management

Risk Management

Investor Relations