An Interactive 10-Day Training Course
Portfolio Management and Investment Analysis
Portfolio Investment Strategy, Derivatives and Financial Market
Course Overview
The essential criteria for assessing the investments includes the knowledge of different financial products and skills for choosing a good investment among alternative investment opportunities. Portfolio Management and Investment Analysis training course can be considered as the art and science of selecting and overseeing a cluster of investments that meet the objectives and risk tolerance of the company or an institution. Unfortunately, being effective in portfolio management requires the ability to weigh strengths and weaknesses, opportunities and threats across the full range of investments. This could be a time consuming and many senior and middle managers who joined the finance industry over a decade ago find little time to keep up to date with new financial products and techniques whilst at the same time being able to meet the daily rigours of their job.
This Portfolio Management and Investment Analysis training course is an ideal opportunity for such individuals to enhance their skills set and improves their technical skills in selecting and constructing a winning portfolio. New entrants to the financial industry may find the array of products and opportunities overwhelming and hence a good introduction to the financial markets and available techniques for portfolio management would provide them the necessary tools required in capital market. in addition, it is imperative that regulators of the financial industry to understand the products available for inclusion in a portfolio and recognise the risks inherent in trading these products.
This training course will highlight:
- How to construct a portfolio using alternative asset classes.
- The decision of optimal capital structure.
- Investment analysis.
- Bond valuations
- Hedging techniques.
Modules
This training course is split into two modules:
Module I - Portfolio Investment Analysis
Module II - Portfolio Management & Hedging
Each module is structured and can be taken as a stand-alone training course; however, delegates will maximise their benefits by taking Module 1 and 2 back-to-back as a 2-week training course.
Training Outline
Module 1: Portfolio Investment Analysis
DAY 1: Quantitative Methods
- Application of Statistical Techniques to Financial Markets
- Descriptive Statistics (mean, variance, standard deviation, covariance, correlation, skewness, kurtosis)
- Selecting an Appropriate Chart to Represent Data
- Regression Analysis
DAY 2: Corporate Finance
- Corporate Structure: Debt vs Equity
- Corporate Governance
- Mergers and Acquisitions
- Investment Appraisal
- The Dividend Decision
DAY 3: Financial Reporting and Analysis
- A walk through an annual statement: Balance Sheet, Income Statement, Cash Flow Statement
- Ratio Analysis
- Industry Metrics
- Apple v Microsoft
- Next v Tesco
DAY 4: Economics
- Key Macroeconomic Indicators
- Macroeconomic Policy Tools
- Exchange Rate Policy
- Leading Indicators and Sentiment Indicators
DAY 5: Equity Investments
- Types of equity investments: Ordinary shares, preference shares, ADF’s and ETF’s.
- IPO’s and rights issues
- Market Indices
- International Equity Market Linkages
Module 2: Portfolio Management & Hedging
DAY 6: Portfolio Theory
- The Markowitz Model of Portfolio Risk
- The Capital Asset Pricing Model
- A Practical Application of the CAPM to a Range of Companies
DAY 7: Fixed Income Securities
- Bond Pricing
- Bond Duration
- The Term Structure of Interest Rates
- The Convexity of a Bond
- Bond Ratings
- Immunising a Bond Portfolio
- Structured Products
- Money Market Deposits
DAY 8: Derivative Securities I
- An Introduction to the Derivatives Market
- Futures
- Options
- The Cost of Carry Model
- Cash and Carry Arbitrage
- Reverse Cash and Carry Arbitrage
- Using Futures to Provide Portfolio Insurance
- Using Futures to Change a Portfolios “beta”
- Spread Trading
- Intra-Commodity Spreads
- Inter-Commodity Spreads
DAY 9: Derivative Securities II
- Using Options to Provide Portfolio Insurance
- Option Trading Strategies
- Option Pricing
- Option Greeks
- Volatility Trading
DAY 10: Alternative Investments
- Opportunities Offered by Alternative Investments
- Property
- Commodities
- Art & Wine
Certificates
- On successful completion of this training course, GLOMACS Certificate will be awarded to the delegates
- Continuing Professional Education credits (CPE) : In accordance with the standards of the National Registry of CPE Sponsor, one CPE credit is granted per 50 minutes of attendance
Accreditation
GLOMACS is registered with NASBA as a sponsor of Continuing Professional Education (CPE) on the National Registry of CPE Sponsors. NASBA have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
All Training Seminars delivered by GLOMACS by default are eligible for CPE Credit.
Providers and Associations
About Saudi Glomacs
At Saudi GLOMACS, we specialize in delivering world-class training courses in Saudi Arabia and across various international locations. Our training courses are tailored to meet the unique demands of Saudi Vision 2030 and the Human Capability Development Program, focusing on empowering Saudi citizens and enhancing workforce skills. We offer diverse courses spanning leadership, management, engineering, and technical disciplines to cultivate expertise and drive professional growth. Our flexible learning options—whether in-person, online, or in-house—ensure accessibility and convenience for individuals and organizations alike.
With over 30+ years of experience through the GLOMACS global network, we are committed to delivering innovative, results-driven training solutions. Our expert instructors combine industry knowledge with dynamic teaching methods, fostering practical skill development and long-term career success. By choosing Saudi GLOMACS, you're investing in personal excellence and contributing to the Kingdom’s sustainable economic growth and vision-driven transformation.
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