Portfolio Management & Hedging

The training course will be delivered as highly participative workshop with formal presentations. Each topic will be supported by real world examples and delegates will have the opportunity to apply each of the topics during the training. The use of Excel is critical and therefore it would be beneficial for the delegate to bring his or her own laptop to the sessions.

The Portfolio Management & Hedging training course aims to provide delegates with

• Knowledge of selecting alternative asset classes from the capital market.
• Relevant techniques for assessing portfolio risk and returns.
• The importance of derivative market for hedging.
• Types of asset classes available in the market.
• Different option strategy.

• Financial market professionals seeking to widen their knowledge base of financial products and investment analysis
• Upper middle and senior management who joined the industry 10+ years previously who are looking to update their skill set
• Regulators looking to understand current trends in financial markets.
• New entrant to financial industry willing the capital market and portfolio theory.

Organisational Impact

By sending delegates on the Portfolio Management and Hedging training course, your organisation will benefit by:

• Providing your staff with the ability to manage portfolio risks.
• Up-to-date industry standard techniques for portfolio management and risk assessment.
• Advanced knowledge of Excel for portfolio management techniques.
• Organisation growth and development because of increased credibility in managing portfolio.
• Competitive advantage because of the knowledge and techniques in effective management of the portfolio

Personal Impact

By attending this Portfolio Management and Hedging training course, you will:

• A wider knowledge set of financial products
• A greater awareness of techniques available to provide leverage
• Advanced ability in financial analysis using Excel.
• Greater clarity on “risk” and tools available to manage the portfolio risk.
• A good understanding of derivative market and its impact on portfolio management.