Portfolio Construction and Asset Allocation for Directors in

Introduction

This five-day course is designed for Directors of Investments who are responsible for constructing and managing investment portfolios. The course covers the essential skills required for portfolio construction, including asset allocation, risk management, and performance evaluation.

Outputs

Upon completion of this course, participants will be able to:
- Develop and implement a portfolio construction process
- Allocate assets effectively to achieve investment goals
- Manage portfolio risk through diversification and other risk management techniques
- Evaluate portfolio performance and make adjustments as needed
- Communicate portfolio strategies and results to stakeholders

Objectives

The objectives of this course are to:
- Provide participants with a comprehensive understanding of portfolio construction
- Enhance participants ability to allocate assets effectively to achieve investment goals
- Improve participants understanding of risk management and how to manage portfolio risk
- Enhance participants ability to evaluate portfolio performance and make adjustments
- Provide participants with effective communication skills for discussing portfolio strategies and results

Who Should Attend this Course

This course is ideal for:
- Directors of Investments
- Investment Managers
- Financial Analysts
- Private Equity Professionals
- Venture Capitalists
- Business Development Managers
- Corporate Finance Professionals

Outline for 5 Days

Day 1: Introduction to Portfolio Construction

- Overview of portfolio construction
- Setting investment goals and objectives
- Understanding the role of asset allocation
- Developing a portfolio construction process

Day 2: Asset Allocation

- Understanding asset classes
- Determining optimal asset class mix
- Implementing asset allocation strategies
- Monitoring and adjusting asset allocation

Day 3: Risk Management

- Understanding portfolio risk
- Determining appropriate risk tolerance
- Implementing diversification strategies
- Using hedging and other risk management techniques

Day 4: Performance Evaluation

- Evaluating portfolio performance
- Understanding benchmarking and tracking error
- Analyzing portfolio risk and return
- Making adjustments to portfolio construction

Day 5: Communication and Reporting

- Communicating portfolio strategies and results to stakeholders
- Preparing portfolio reports
- Analyzing and interpreting portfolio data
- Best practices for portfolio reporting and communication.

Throughout the course, participants will have the opportunity to work on practical exercises and case studies to apply the concepts and skills they have learned. The course will also include interactive discussions and opportunities for participants to share their experiences and insights.