Our Asset Management Training Course offers a focused curriculum for individuals and finance professionals interested in enhancing their understanding of portfolio management. Participants will learn to balance risks and returns while considering the unique objectives and constraints of both individual and institutional investors.
Engage with real-world scenarios to deepen understanding and application of asset management principles.This course provides a mix of theoretical knowledge and practical insights, making it suitable for those looking to effectively manage and optimize a portfolio’s performance amidst varied constraints and objectives.
I. Fundamental Principles of Portfolio Management
II. Asset Management Ecosystem
III. Approaches to Asset Management
IV. Portfolio Management and Asset Classes
V. Economic Cycles and Asset Classes
1. Recovery Scenario
2. Growth Scenario
3. Contraction Scenario
4. Recession Scenario
VI. Indicators for Measuring a Portfolio's Performance
1. Equity Portfolio
2. Fixed income Portfolio