In this program, participants will create optimal investment portfolios that suit their needs and solidly accommodate risk, including small-probability risk. They will also learn how to critically evaluate investment management options using new data and how to unpack the macroeconomic outlook. This timely finance program is expertly designed to help investment professionals and financial advisors interpret and understand the market data and capitalize on the investment opportunities that are emerging today.

As the global pandemic continues to upend nearly every aspect of our lives, the stock market veers from one extreme to the other. Investment professionals and portfolio managers are finding themselves awash in a sea of conflicting market signals and unprecedented uncertainty. Investment Strategies and Portfolio Management is essential for anyone who wants a clear-eyed view of investing in the time of COVID-19 and how to come out on top.

At the end of the course, participants would have an understanding of - 

• Receive new tools and techniques for creating profitable investment portfolios
• Critically evaluate investment managers using the latest research
• Gain a deeper understanding of how to account for financial risk, including the impact of unforeseen small-probability events like pandemics
• Learn how to assess the stock market’s reactions to events using behavioural finance principles
• Get an expert view of the predicted length and shape of an economic recovery

Participants will acquire the latest tools and techniques for designing optimal investment portfolios that serve people’s needs. They will also learn to effectively evaluate investment management options using newly available research data. Find out how investment managers are currently rated, what variables are used to assess their skills, and how to weigh these factors against the fees they charge. This is essential knowledge both for investors and for investment management firms looking to hire managers.

The following concepts would be covered - 

• The Asset Menu
• Enhanced Portfolio Theory
• Performance Measurement vs. Skill
• Evaluating and Rating Managers: Case
• Behavioral Finance
• Bond Management
• Stock Markets vs. Bond Markets: Case
• Advanced Asset Allocation
• Risk Management
• Private Equity
• International Markets
• Macroeconomic Outlook
• Hedge Funds
• Real Estate