Finance & Accounting
Portfolio Management and Investment Analysis
This course builds practical portfolio management and investment analysis skills, covering objective setting, security valuation, asset allocation, risk measurement, performance attribution and portfolio review. Participants learn to manage portfolios with a disciplined, evidence-based process.
Introduction
Portfolio Management and Investment Analysis Training Course gives investment professionals a complete working method for running portfolios. Participants learn how objectives and constraints become an allocation policy, how securities are selected and valued, and how performance is measured against a benchmark. The programme covers asset allocation, valuation methods, risk measurement, performance attribution, rebalancing and reporting to clients and committees. Furthermore, it addresses behavioural influences and the limits of market efficiency. As a result, delegates can build portfolios with a clear rationale and review them with evidence. Gentex Training Center delivers the programme through data workshops and portfolio case work.
Portfolio Management and Investment Analysis Course Objectives
- Define investment objectives, constraints and mandate parameters.
- Apply strategic and tactical asset allocation with rebalancing rules.
- Value equities and fixed income securities using accepted methods.
- Apply valuation metrics including price-earnings, EV/EBITDA and yield measures.
- Measure risk and return using standard deviation, beta and correlation.
- Apply value at risk, drawdown and stress testing to portfolios.
- Evaluate performance using Sharpe ratio, alpha and information ratio.
- Perform attribution by asset class, sector and security selection.
- Select and monitor benchmarks, managers and mandate compliance.
- Prepare portfolio reviews and investment reports for clients and committees.
Course Methodology
The course combines market briefings with hands-on data workshops and portfolio case studies. Participants build a portfolio model in Excel, analyse risk and performance and prepare a client review pack. In addition, structured peer review and group discussion reinforce each technique, and every day closes with an applied portfolio task.
Who Should Take This Course
- Portfolio managers, analysts and investment research staff.
- Wealth management and private banking professionals.
- Pension, endowment and sovereign fund investment teams.
- Treasury and asset-liability management professionals.
- Fund selectors and manager research analysts.
- Consultants and advisers supporting portfolio decisions.
Portfolio Management and Investment Analysis Course Outlines
Investment Objectives and Policy Framework
- • Portfolio objectives, return targets and risk tolerance.
- • Constraints: liquidity, horizon, tax, legal and mandate limits.
- • Investment policy statements and delegation of authority.
- • Market structure, asset classes and their portfolio roles.
- • Benchmarks, indices and appropriateness assessment.
- • Governance structures and committee oversight.
- • Workshop: drafting an investment policy statement for a client.
Valuation and Security Selection
- • Fundamental analysis and the drivers of shareholder value.
- • Equity valuation using price-earnings, EV/EBITDA and dividend yield.
- • Discounted cash flow valuation and cost of equity estimation.
- • Fixed income valuation, duration and credit assessment.
- • Relative valuation, peer benchmarking and screening.
- • Building an investment case with thesis, catalysts and risks.
- • Workshop: valuing a listed company and writing the investment case.
Portfolio Construction and Risk Measurement
- • Strategic asset allocation and long-term policy weights.
- • Tactical allocation, market timing limits and rebalancing rules.
- • Diversification, correlation and the efficient frontier concept.
- • Risk measurement using standard deviation, beta and correlation.
- • Value at risk, expected shortfall and drawdown analysis.
- • Position sizing, concentration limits and liquidity management.
- • Workshop: constructing a multi-asset portfolio with risk limits.
Performance Measurement and Attribution
- • Return measurement: time-weighted and money-weighted returns.
- • Risk-adjusted metrics: Sharpe ratio, Treynor ratio and information ratio.
- • Alpha generation and evaluating manager skill.
- • Attribution by asset class, sector, country and security.
- • Brinson attribution and allocation versus selection effects.
- • Reporting returns net of fees and transaction costs.
- • Workshop: running performance and attribution analysis on a portfolio.
Portfolio Review, Reporting and Decision Support
- • Monitoring portfolios against mandate and policy limits.
- • Rebalancing execution, trading cost and implementation decisions.
- • Handling underperformance and mandate breaches.
- • Behavioural influences on investment decisions.
- • Preparing portfolio review packs and client presentations.
- • Presenting analysis and defending conclusions under challenge.
- • Workshop: presenting a portfolio review before a review panel.
Conclusion
By successfully completing Portfolio Management and Investment Analysis Training Course, participants will have acquired the knowledge to manage portfolios and analyse investments with a disciplined, evidence-based process. They will understand allocation, valuation, risk measurement, attribution and reporting, and they will know how to explain portfolio positioning clearly. As a result, delegates improve investment outcomes and reporting quality. Gentex Training Center builds the programme around current investment practice.
FAQs for the Portfolio Management and Investment Analysis course
— What is the "Portfolio Management and Investment Analysis" course about?
It covers how portfolios are managed and how investments within them are analysed. You learn objective setting and policy, security valuation, asset allocation, risk measurement, performance attribution and portfolio review, with practical Excel modelling.
— What are the key benefits of the "Portfolio Management and Investment Analysis" course?
You gain a repeatable process linking client objectives to portfolio decisions. You also improve valuation quality, measure risk and performance more objectively, strengthen client and committee reporting, and make rebalancing decisions on defined criteria rather than sentiment.
— What skills will I gain from the "Portfolio Management and Investment Analysis" course?
You will gain investment policy and objective setting, security valuation and investment case building, portfolio construction and risk measurement, and performance attribution and portfolio reporting.
— What tools, methods, or standards are covered in the "Portfolio Management and Investment Analysis" course?
The course covers investment policy statement design, strategic and tactical asset allocation, rebalancing bands, price-earnings, EV/EBITDA and dividend yield valuation metrics, discounted cash flow valuation with cost of equity estimation, duration and credit assessment, standard deviation, beta and correlation measurement, value at risk and expected shortfall, Sharpe ratio, Treynor ratio, information ratio and alpha, and Brinson attribution.
— How is the "Portfolio Management and Investment Analysis" course applied in real-world practice?
Graduates apply it to set allocation policy for clients and funds, value and screen securities, construct and rebalance portfolios within mandate limits, measure risk and performance against benchmarks, run attribution analysis, select and monitor managers, and prepare portfolio review packs for clients, trustees and investment committees.
Scheduling in Progress | Training Arranged Around Your Needs
Our team can coordinate this program based on available dates and locations. Contact us to explore training options that best fit your needs.
Introduction
Portfolio Management and Investment Analysis Training Course gives investment professionals a complete working method for running portfolios. Participants learn how objectives and constraints become an allocation policy, how securities are selected and valued, and how performance is measured against a benchmark. The programme covers asset allocation, valuation methods, risk measurement, performance attribution, rebalancing and reporting to clients and committees. Furthermore, it addresses behavioural influences and the limits of market efficiency. As a result, delegates can build portfolios with a clear rationale and review them with evidence. Gentex Training Center delivers the programme through data workshops and portfolio case work.
Portfolio Management and Investment Analysis Course Objectives
- Define investment objectives, constraints and mandate parameters.
- Apply strategic and tactical asset allocation with rebalancing rules.
- Value equities and fixed income securities using accepted methods.
- Apply valuation metrics including price-earnings, EV/EBITDA and yield measures.
- Measure risk and return using standard deviation, beta and correlation.
- Apply value at risk, drawdown and stress testing to portfolios.
- Evaluate performance using Sharpe ratio, alpha and information ratio.
- Perform attribution by asset class, sector and security selection.
- Select and monitor benchmarks, managers and mandate compliance.
- Prepare portfolio reviews and investment reports for clients and committees.
Course Methodology
The course combines market briefings with hands-on data workshops and portfolio case studies. Participants build a portfolio model in Excel, analyse risk and performance and prepare a client review pack. In addition, structured peer review and group discussion reinforce each technique, and every day closes with an applied portfolio task.
Who Should Take This Course
- Portfolio managers, analysts and investment research staff.
- Wealth management and private banking professionals.
- Pension, endowment and sovereign fund investment teams.
- Treasury and asset-liability management professionals.
- Fund selectors and manager research analysts.
- Consultants and advisers supporting portfolio decisions.
Portfolio Management and Investment Analysis Course Outlines
Investment Objectives and Policy Framework
- • Portfolio objectives, return targets and risk tolerance.
- • Constraints: liquidity, horizon, tax, legal and mandate limits.
- • Investment policy statements and delegation of authority.
- • Market structure, asset classes and their portfolio roles.
- • Benchmarks, indices and appropriateness assessment.
- • Governance structures and committee oversight.
- • Workshop: drafting an investment policy statement for a client.
Valuation and Security Selection
- • Fundamental analysis and the drivers of shareholder value.
- • Equity valuation using price-earnings, EV/EBITDA and dividend yield.
- • Discounted cash flow valuation and cost of equity estimation.
- • Fixed income valuation, duration and credit assessment.
- • Relative valuation, peer benchmarking and screening.
- • Building an investment case with thesis, catalysts and risks.
- • Workshop: valuing a listed company and writing the investment case.
Portfolio Construction and Risk Measurement
- • Strategic asset allocation and long-term policy weights.
- • Tactical allocation, market timing limits and rebalancing rules.
- • Diversification, correlation and the efficient frontier concept.
- • Risk measurement using standard deviation, beta and correlation.
- • Value at risk, expected shortfall and drawdown analysis.
- • Position sizing, concentration limits and liquidity management.
- • Workshop: constructing a multi-asset portfolio with risk limits.
Performance Measurement and Attribution
- • Return measurement: time-weighted and money-weighted returns.
- • Risk-adjusted metrics: Sharpe ratio, Treynor ratio and information ratio.
- • Alpha generation and evaluating manager skill.
- • Attribution by asset class, sector, country and security.
- • Brinson attribution and allocation versus selection effects.
- • Reporting returns net of fees and transaction costs.
- • Workshop: running performance and attribution analysis on a portfolio.
Portfolio Review, Reporting and Decision Support
- • Monitoring portfolios against mandate and policy limits.
- • Rebalancing execution, trading cost and implementation decisions.
- • Handling underperformance and mandate breaches.
- • Behavioural influences on investment decisions.
- • Preparing portfolio review packs and client presentations.
- • Presenting analysis and defending conclusions under challenge.
- • Workshop: presenting a portfolio review before a review panel.
Conclusion
By successfully completing Portfolio Management and Investment Analysis Training Course, participants will have acquired the knowledge to manage portfolios and analyse investments with a disciplined, evidence-based process. They will understand allocation, valuation, risk measurement, attribution and reporting, and they will know how to explain portfolio positioning clearly. As a result, delegates improve investment outcomes and reporting quality. Gentex Training Center builds the programme around current investment practice.
FAQs for the Portfolio Management and Investment Analysis course
— What is the "Portfolio Management and Investment Analysis" course about?
It covers how portfolios are managed and how investments within them are analysed. You learn objective setting and policy, security valuation, asset allocation, risk measurement, performance attribution and portfolio review, with practical Excel modelling.
— What are the key benefits of the "Portfolio Management and Investment Analysis" course?
You gain a repeatable process linking client objectives to portfolio decisions. You also improve valuation quality, measure risk and performance more objectively, strengthen client and committee reporting, and make rebalancing decisions on defined criteria rather than sentiment.
— What skills will I gain from the "Portfolio Management and Investment Analysis" course?
You will gain investment policy and objective setting, security valuation and investment case building, portfolio construction and risk measurement, and performance attribution and portfolio reporting.
— What tools, methods, or standards are covered in the "Portfolio Management and Investment Analysis" course?
The course covers investment policy statement design, strategic and tactical asset allocation, rebalancing bands, price-earnings, EV/EBITDA and dividend yield valuation metrics, discounted cash flow valuation with cost of equity estimation, duration and credit assessment, standard deviation, beta and correlation measurement, value at risk and expected shortfall, Sharpe ratio, Treynor ratio, information ratio and alpha, and Brinson attribution.
— How is the "Portfolio Management and Investment Analysis" course applied in real-world practice?
Graduates apply it to set allocation policy for clients and funds, value and screen securities, construct and rebalance portfolios within mandate limits, measure risk and performance against benchmarks, run attribution analysis, select and monitor managers, and prepare portfolio review packs for clients, trustees and investment committees.
Partners in Learning
Our Partners in Learning include leading companies and organizations that trust Gentex Training Center for high-quality training courses and professional development programs. Together, we deliver impactful training programs that support skills growth, leadership development, and organizational excellence.
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