Synopsis
Our program on portfolio management equips participants with the necessary skills and knowledge to manage investment portfolios effectively. It covers key topics such as investment strategies, risk management, asset allocation, and investment performance evaluation. This program is perfect for undergraduates and recent grads who aspire to pursue a career in equity, credit, and asset management.
The program delivers live lecture workshops, which offer a dynamic learning environment where participants can interact with experts and peers, ask questions, and discuss complex topics in depth. This format is ideal for learners who value networking, interactive learning, and immediate feedback.
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For Individuals Pursuing
Portfolio & Asset Management
Equity Analyst
Credit Analyst
Structure
Difficulty
4.5 of 5
Live Lecture/ Workshop Based
Lectures will be recorded
Guest Speakers
Quizzes and term exams for retainment and application of content
Topics
+ Monetary Policy & Interest Rates
+ Shortcut Keys: Navigating Excel for Modeling
+ Sector-based Optimization Model
+ Equity-screening; Pro-forma Income Statement Modeling
+ DCF Modeling
+ Portfolio Optimization Model
+ Optimization Model: Backtesting
+ Optimization Model: Forecasting
+ Capital Asset Pricing Model
+ Fama-French 3 Factor Model
+ Calculating Portfolio Alpha & Beta
+ Beta Weighting a Portfolio
+ Short-selling & Dividend Risks
+ Delta Hedging a Portfolio
+ Hedging with Options
+ Black-Scholes Model
+ Treasury, Municipal and Corporate Bonds
+ DCF: Bond pricing
+ Taxable Equivalent Yield