Portfolio Management

This refers to the managing of one’s assets or investments under the guidance of experts such as portfolio managers in order for the individual/institution to earn maximum profit within a specified time frame.

The training program is tailored for professionals and stakeholders in the capital and financial market and will cover the following:-

• General introduction to investment and portfolio Management;

1. Prerequisite knowledge of portfolio management;
2. General introduction and general practices;
3. Key players in Kenyan Market;
4. Structuring and valuation of portfolio;
5. Reporting and compliance;
6. Good practices of PM;
7. Portfolio diversification
8. Performance measurement and attribution
9. Portfolio Documentation

• Traditional and Modern Portfolio management Theories

1. Systematic vs. Unsystematic Risk
2. Diversification
3. Deriving beta
4. Performance measurement and attribution

• The investment Decision Making Process:

1. Balancing risk and reward
2. Roles of financial advisors and portfolio managers
3. Life cycle investing
4. Principle risk and real returns
5. Creating portfolios for institutions and individuals

• Portfolio management methods:

1. Overview Coverage of Project Management
2. Steps In Project Management
3. Thought Leadership Project Management
4. Skills Of A Good Project Manager
5. Waterfall Project Management
6. SQERT Project Management
7. Collaborative Project Management