Introduction
Effective investment analysis and portfolio management are essential for achieving financial goals and building wealth. Therefore, This course equips participants with the necessary tools and techniques to make informed investment decisions and manage portfolios effectively. It will cover the essential aspects of investment analysis, modern portfolio theory, various investment strategies, risk management techniques, and performance evaluation. This course is an essential step for anyone looking to excel in the dynamic world of investing and portfolio management.
Course Outline
- Module 1
- Module 2
- Module 3
- Module 4
- Module 5
- Course Objectives
- Target Audience
Investment Analysis Fundamentals
- Overview of investment types.
- Evaluating financial statements and market position.
- Technical analysis.
- Understanding market dynamics.
- Risk factors and their impact on investment decisions.
- Key economic indicators and their relevance to investment analysis.
Portfolio Construction & Asset Allocation
- Risk-return trade-offs.
- Strategic vs. Tactical Asset Allocation.
- Diversification strategies to minimize risk.
- Role of ETFs and mutual funds in achieving diversification.
- Impact of asset location and timing in portfolio performance.
- Techniques for balancing a portfolio to align with investment objectives.
Portfolio Management Strategies
- Active vs. Passive management approaches.
- Quantitative methods in investment management.
- Behavioural finance insights that impact investor decisions.
- Leveraging derivatives for hedging and risk management.
- Sustainable and socially responsible investing strategies.
- Managing portfolios in volatile markets.
Risk Management Techniques
- Overview of risk types.
- Tools for risk measurement.
- Effective risk control measures.
- Integrating risk management into the investment process.
- Insurance products and their role in risk management.
- The use of options and futures in managing portfolio risks.
Performance Evaluation & Regulatory Compliance
- Performance metrics: Sharpe Ratio, Alpha, and Beta.
- Benchmarking and performance attribution.
- Legal and regulatory in investment management.
- Overview of global compliance standards.
- Ethics and corporate governance in investment management.
- Communication strategies: reporting to stakeholders.
By the end of this course, participants will be able to:
- Explore investment analysis techniques and portfolio management strategies.
- Master the tools and methodologies used for evaluating different types of investments.
- Learn to construct and manage diversified portfolios to optimize risk return profiles.
- Explore modern risk management tools and how they can be applied to protect investments.
- Understand how to measure and evaluate the performance of investment portfolios.
- Adapt investment strategies to meet changing market conditions and regulatory requirements.
This course is ideal for:
- Financial analysts.
- Investment managers.
- Portfolio managers.
- Wealth managers.
- Financial advisors.
- Risk managers.
- Institutional investors.
- Corporate finance officer.
Course Schedule & Fees
- Kuala Lumpur
- Singapore
- Amsterdam
- Online
- Course Fees
This course will take place in Kuala Lumpur on the following dates:
| 19/05/2025 | 02/06/2025 | 16/06/2025 | 30/06/2025 |
| 14/07/2025 | 28/07/2025 | 11/08/2025 | 25/08/2025 |
| 08/09/2025 | 22/09/2025 | 06/10/2025 | 20/10/2025 |
| 03/11/2025 | 17/11/2025 | 01/12/2025 | 15/12/2025 |
| 29/12/2025 | 12/01/2026 | 26/01/2026 | 09/02/2026 |
This course will take place in Singapore on the following dates:
| 12/05/2025 | 02/06/2025 | 23/06/2025 | 14/07/2025 |
| 04/08/2025 | 25/08/2025 | 15/09/2025 | 06/10/2025 |
| 27/10/2025 | 17/11/2025 | 08/12/2025 | 29/12/2025 |
| 19/01/2026 | 09/02/2026 |
This course will take place in Amsterdam on the following dates:
| 05/05/2025 | 26/05/2025 | 16/06/2025 | 07/07/2025 |
| 28/07/2025 | 18/08/2025 | 08/09/2025 | 29/09/2025 |
| 20/10/2025 | 10/11/2025 | 01/12/2025 | 22/12/2025 |
| 12/01/2026 | 02/02/2026 | 23/02/2026 |
This course will take place Online the following dates:
| 27/05/2025 | 24/06/2025 | 22/07/2025 | 19/08/2025 |
| 16/09/2025 | 14/10/2025 | 11/11/2025 | 09/12/2025 |
| 06/01/2026 | 03/02/2026 |
| Kuala Lumpur | Singapore | Amsterdam | Online |
| USD$ 3,580 | USD$ 5,600 | USD$ 5,600 | USD$ 1,920 |
