Portfolio Management and Risk Analysis
Overview
This intensive program provides a comprehensive understanding of modern portfolio theory, investment strategies, and advanced risk analysis techniques. Participants will gain practical skills to construct, optimize, and manage investment portfolios effectively, mitigating potential risks in dynamic financial markets.
Program Importance
Master the principles of modern portfolio theory and asset allocation.
Develop robust strategies for investment selection and portfolio optimization.
Enhance skills in identifying, measuring, and managing various financial risks.
Gain insights into global financial markets and their impact on investment decisions.
Program Objectives
To equip participants with advanced knowledge in portfolio construction and management.
To provide practical tools for analyzing and mitigating investment risks.
To foster critical thinking in evaluating market trends and investment opportunities.
To enable participants to develop and implement sound investment policies.
Training Modules
Day 1: Foundations of Portfolio Management
Full Day
Introduction to Modern Portfolio Theory (MPT)
Asset Allocation Strategies and Diversification
Risk and Return: Measurement and Analysis
Efficient Frontier and Optimal Portfolios
Capital Asset Pricing Model (CAPM)
Day 2: Investment Analysis and Security Selection
Full Day
Equity Valuation Models (DCF, Multiples)
Fixed Income Securities Analysis
Alternative Investments (Hedge Funds, Private Equity, Real Estate)
Technical Analysis and Market Indicators
Behavioral Finance in Investment Decisions
Day 3: Advanced Portfolio Construction and Optimization
Full Day
Quantitative Portfolio Management Techniques
Factor Models and Smart Beta Strategies
Portfolio Rebalancing and Performance Attribution
Algorithmic Trading and High-Frequency Trading Concepts
Ethical Considerations in Portfolio Management
Day 4: Risk Management in Investment Portfolios
Full Day
Types of Financial Risks (Market, Credit, Operational, Liquidity)
Value at Risk (VaR) and Expected Shortfall (ES)
Stress Testing and Scenario Analysis
Derivatives for Hedging and Risk Mitigation
Regulatory Frameworks for Risk Management (Basel III, Solvency II)
Day 5: Global Markets and Emerging Trends
Full Day
Macroeconomic Factors and Investment Performance
Global Investment Strategies and International Diversification
Fintech and its Impact on Portfolio Management
Sustainable and ESG Investing
Future of Portfolio Management and AI Integration
Expected Outcomes
Construct diversified and optimized investment portfolios tailored to specific objectives.
Apply quantitative methods for risk assessment and performance evaluation.
Implement effective hedging strategies to minimize market volatility.
Make informed investment decisions based on thorough market analysis and risk profiling.
Develop a comprehensive risk management framework for financial institutions.
Target Audience
Investment managers and portfolio analysts.
Financial advisors and wealth managers.
Risk management professionals.
Corporate finance executives and treasury professionals.
What's Included
Price
4500
Start Date
Monday 17 August 2026
Duration
One Training Week (5 Days)
Language
Arabic or English
Venue
Luxurious Training Hall, Dubai
Certificate
Accredited Certificate