Institutional Portfolio Management for Financial Professionals
Course Overview
The “Institutional Portfolio Management for Financial Professionals” is a live online training program that covers the key concepts and strategies of institutional portfolio management. This course is designed for financial professionals who want to understand how to create and manage investment portfolios for institutions such as pension funds, endowments, and sovereign wealth funds.
Course Details
- Duration: 6 hours
- CPD Units: 6
- Start Date: December 11, 2024
- Venue: Live Online
Course Topics
Introduction to Institutional Portfolio Management
- Overview of the institutional investment landscape
- Key players and their objectives
- Understanding the role of institutions in the financial system
Investment Objectives and Risk Tolerance
- Understanding the investment goals, risk tolerance, and return expectations of institutions
- Case studies: real-world examples of institutional investment decisions
Asset Allocation Strategies
- Strategies for allocating assets across different asset classes (equities, fixed income, alternatives, real assets)
- Best practices for asset allocation: risk management and diversification
Portfolio Construction and Management
- Techniques for constructing and managing institutional portfolios
- Hedging strategies: reducing portfolio risk through derivatives and other instruments
- Risk management techniques: scenario planning and stress testing
Performance Measurement and Evaluation
- Methods for measuring and evaluating portfolio performance (returns, risk, Sharpe ratios)
- Best practices for performance evaluation: setting benchmarks and tracking progress
Regulatory Environment
- Overview of regulatory requirements and guidelines that impact institutional investment decisions
- Understanding the role of regulators in the financial system
Course Delivery
The course will be delivered live online by an experienced instructor with extensive knowledge of institutional portfolio management. The instructor will use a combination of lectures, case studies, and interactive discussions to engage participants and provide practical insights into the subject matter.
Benefits for Financial Professionals
By completing this course, financial professionals will gain a deeper understanding of institutional portfolio management and be able to apply their knowledge in their professional practice. They will also be able to:
- Develop effective asset allocation strategies for institutions
- Construct and manage diversified portfolios that meet investment objectives
- Evaluate portfolio performance using relevant metrics
- Understand regulatory requirements and guidelines that impact institutional investments
Conclusion
Overall, the course is designed to provide financial professionals with the knowledge and skills they need to succeed in the field of institutional portfolio management.