Certified in Investment Analysis and Portfolio Management

Wishlist Share
Share Course
Page Link
Share On Social Media

About Course

The course presented examines the theoretical basis and practical approach to managing investment portfolios of financial assets.

The course objective is to acquaint students with the theoretical foundation of modern Portfolio theory, the major groups of investors and their investment objectives and Constraints, and to learn how to employ practical skills in investment management, forming capital market expectations and forecasting markets activity to justify major investment portfolio management strategy for equity and fixed-income instruments.

A distinctive feature of the course is to focus on practical issues of managing the investment portfolio, ground on the results of recent academic research in the field of portfolio management.

As a result of the course, students will know the basic theoretical foundations of Portfolio theory, understand the investment process scope and stages, be able to form Market expectations and build strategic asset allocation, select the optimal investment Strategy

 

Show More

About the instructor

Course Curriculum

Module 1

  • Basic information and infrastructure description
  • Investment objectives and constraints of the different groups of investors

Module 2

  • IPS construction
  • Assignments
  • Risk, return, classic portfolio composition

Module 3

  • Portfolio Management
  • Role of economic forecasting
  • Fixed income portfolio management
  • Assignments

Exam

Download eBooks

  • Download eBooks

Student Ratings & Reviews

No Review Yet
No Review Yet