The British Academy for Training and Development offers this training program in "Investment Portfolio Management", designed to equip participants with the practical knowledge and skills required to understand the principles of portfolio construction, performance evaluation, and risk management in an evolving financial environment.

The program focuses on empowering participants to analyze financial markets, select appropriate investment instruments based on expected returns and individual objectives, and apply modern techniques for optimal asset allocation. It also covers ongoing monitoring and portfolio rebalancing to maximize returns while maintaining acceptable risk levels.

This course is tailored to align with the dynamics of global markets and supports participants in making strategic, data-driven investment decisions.

Who Should Attend?

• Portfolio and fund managers.

• Professionals working in banks and financial institutions.

• Private investors and high-net-worth individuals.

• Those seeking to enhance their skills in financial and investment management.

Knowledge and Benefits:

After completing the program, participants will be able to master the following:

• Understand the core principles of investment portfolio management.

• Learn how to analyze markets and select appropriate investment tools.

• Apply asset allocation and diversification techniques effectively.

• Master portfolio performance evaluation and rebalancing strategies.

• Manage investment risks using advanced financial tools and frameworks.

• Introduction to Investment and Portfolio Management

  • Investment concepts and classifications

  • Definition and importance of an investment portfolio

  • Risk-return relationship in investments

• Types of Investment Instruments

  • Stocks, bonds, and sukuk

  • Mutual funds and index-based investments

  • Derivatives, commodities, and currencies

• Portfolio Construction Strategies

  • Defining investment goals and objectives

  • Criteria for selecting portfolio components

  • Asset diversification and risk mitigation techniques

• Modern Portfolio Theory (MPT)

  • Core principles and optimal asset allocation

  • Efficient Frontier and portfolio optimization

  • Beta concept and its relation to risk

• Return and Risk Analysis

  • Calculating historical and expected returns

  • Measuring volatility and standard deviation

  • Key risk indicators: Beta, Alpha, Sharpe Ratio

• Monitoring and Evaluating Portfolio Performance

  • Benchmark comparison and relative performance

  • Tools for absolute and risk-adjusted performance

  • Using financial reports for portfolio assessment

• Portfolio Rebalancing Techniques

  • When and why to rebalance a portfolio

  • Manual vs. automated rebalancing strategies

  • Impact of rebalancing on performance and risk

• Fundamental and Technical Investment Analysis

  • Reading and interpreting financial statements

  • Key macroeconomic indicators

  • Chart patterns and technical trend analysis

• Risk Management in Investment Portfolios

  • Identifying sources and types of investment risks

  • Hedging tools and loss mitigation methods

  • Risk management policies for investors

• Investment Decision-Making and Financial Planning

  • Steps in making sound investment decisions

  • Aligning investment strategies with financial goals

  • Ethical considerations and long-term viability evaluation