Portfolio Management

portfolio_image1
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KSh 4,000

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

Course Features

  • Lectures 16
  • Quizzes 1
  • Duration 6 - 7 hours
  • Skill level Intermediate Level
  • Language English
  • Students 152
  • Certificate Yes
  • Assessments Self
We are here to guide you on your Investment Learning journey. Should you have any questions or concerns, kindly email us on training@nse.co.ke

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KSh 4,000