Portfolio Management PC- Virtual Series

New York Institute of Finance


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Portfolio Management PC- Virtual Series

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. Prerequisite knowledge: Intermediate MS Excel skills Basic probability and statistics Familiarity with fixed income instruments and concepts Familiarity with equity valuation concepts

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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: 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 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 PC- Virtual Series

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