Portfolio Management Professional Certificate

New York Institute of Finance

ITEM ASMA0204

08 Apr 2024 - 12 Apr 2024

09:00 AM - 04:30 PM

$3,899.00

16 Sep 2024 - 20 Sep 2024

09:00 AM - 04:30 PM

$3,899.00

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English

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Professional

08 Apr 2024 - 12 Apr 2024

09:00 AM - 04:30 PM

$3,899.00

16 Sep 2024 - 20 Sep 2024

09:00 AM - 04:30 PM

$3,899.00

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In person

update

5

language

English

school

Professional


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Portfolio Management Professional Certificate

Develop core competencies in portfolio management. Learn how to conduct portfolio performance measurement and attribution. Review portfolio strategies for a variety of asset classes including fixed income, equity and alternatives.

CPE Credits: 35

Prerequisite knowledge:

  • Intermediate MS Excel skills
  • Basic probability and statistics
  • Familiarity with fixed income instruments and concepts
  • Familiarity with equity valuation concepts

 

This Professional Certificate comprises the following NYIF courses:


Click here to download course curriculum

Watch our Portfolio Management taster video to learn more about the course:

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Module 1: Review of Fixed Income Concepts

  • Fixed income arithmetic
  • Fixed income instruments
  • Term structures of rates and yields
  • How are bonds traded?
  • Fixed income risk: Duration and Convexity
  • Corporate bonds: Credit risk

Module 2: Passive Fixed Income Portfolio Management

  • Fixed income indexes
  • Index funds and replication techniques
  • Tracking error minimization
  • Cash flow matching
  • Immunization techniques

Module 3: Active Fixed Income Portfolio Management

  • Rate prediction strategies
  • Yield curve strategies
  • Interest rate scenario analysis
  • Credit strategies
  • Tactical allocation strategies
  • Relative value stategies

Module 1: Review of Equity Valuation Techniques

  • Importance and quality of earnings
  • Present value models
  • Multiples based valuation
  • Asset-based valuation models
  • Industry and company analysis

Module 2: Equity Strategies: From Stock Picking to Portfolio Management

  • Structuring an equity portfolio
  • Use of indexes
  • Translating information into investment ideas
  • Hedging with options
  • Short selling
  • Growth strategies
  • Value strategies
  • Blended strategies

Module 3: Modern Portfolio Theory

  • Systematic vs. Unsystematic Risk
  • Diversification
  • Deriving beta
  • Performance measurement and attribution

Module 1: Introduction to Hedge Funds

  • Traditional investments and alternative assets
  • Role of hedge funds in an investor's portfolio
  • History of the industry
  • Size and growth of the Industry

Module 2: Hedge Fund Operations

  • Governing regulations
  • Legal structures
  • Documentation
  • Outside service providers
  • Prime brokerage

Module 3: Hedge Fund Strategies

  • Market directional
  • Corporate restructuring
  • Convergence trading
  • Opportunistic strategies

Module 4: Issues for Hedge Fund Investors

  • Who can invest in hedge funds
  • Due diligence
  • Fees
  • Portfolio monitoring
  • Benchmarks and biases
  • Leverage
  • Risks for hedge funds
  • Fund of funds
  • Portfolio construction

Module 1: Measuring Risk and Return

  • Return: Geometric and Arithmetic
  • Holding Period, NAV
  • Risk: Standard Deviation; Semi-variance; Correlation; VaR
  • Market price of risk: CAPM, APT
  • Liquidity risk
  • Credit risk

Module 2: Analyzing Portfolio Performance

  • Risk adjusted returns: Sharpe, Treynor, Jenson, Sortino, Calmar, Information Ratio
  • Behavioral and technical considerations

Module 3: The Investment Decision Making Process

  • Balancing risk and reward
  • Roles of financial advisiors and portfoloio managers
  • Life cycle investing
  • Principle risk and real returns
  • Creating portfolios for institutions and individuals

Module 1: Fund Structures

  • Fund Types, ETF/Index, SMAs, Synthetic Funds
  • Marketing strategies
  • Fees, liquidity, regulations
  • Industry trends

Module 2: Private Equity

  • Venture capital
  • Buyout
  • Special situations
  • Transparency issues

Module 3: Retirement and Estate Planning

  • Wealth transfer through trusts
  • Gifting
  • IRAs, 401Ks and other Issues
  • Taxation of Retirement Assets

Module 4: Desk Ready Skills Knowledge Check

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Portfolio Management Professional Certificate

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$3,899.00

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