Portfolio Management - Theory & Practice

New York Institute of Finance

ITEM ASMA0203

19 Sep 2024 - 20 Sep 2024

09:00 AM - 04:30 PM

$1,989.00

group

In-person (NY Campus)

update

2

language

English

school

Professional

19 Sep 2024 - 20 Sep 2024

09:00 AM - 04:30 PM

$1,989.00

videocam

Virtual (Full-time)

update

2

language

English

school

Professional


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17

Portfolio Management - Theory & Practice

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: 14

This course is a component of the Portfolio Management Professional Certificate.

Prerequisite knowledge:

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

Learn now pay later with

To make it even easier to learn, you can finance your program through Affirm.

Loans offered through Affirm are available in the U.S. and Canada.

  • Easy monthly payments

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  • Flexible payments

    Pay your monthly bill using a bank transfer, check, or debit card.

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 advisors and portfolio 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
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Portfolio Management - Theory & Practice

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$1,989.00

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