course bundle
PORTFOLIO AND RISK MANAGEMENT
For those looking to create an investment portfolio, a variety of things need to be considered. There are uncertainties and risks and other complexities entailed in creating a portfolio, with no one surefire way to construct one. This is because not all investors have the same objectives, or the same level of risk tolerance, so each would require their own customised plan. These courses will take you through the ways in which you can design and manage a portfolio to best achieve your goals. How do you get better returns for your investment? Is riskier always better? What can stop you from achieving your goal? Strategic steps are discussed, going through before and after a portfolio is constructed, to help you ensure that it is effectively managed over time.
*IBF – FTS Accredited.
- Understanding the client's goals
- Understand the importance of portfolio diversification
- Choosing different measures of returns based on objectives
- Know the different limits and constraints that exist
- Consider the client's risk-return requirement
- How to measure a portfolio's performance and effectiveness
- How to undertake a performance attribution exercise
- Learn the different types of risks and how they can be measured
FTS funding is available for this course for Singapore citizens & PR. Please email us at enquiries@comeandsee.com.sg and we will reply to you within 2 working days.
For concessionary fees, please email us at enquiries@comeandsee.com.sg.
If you wish to apply for FTS funding, please send us an email at enquiries@comeandsee.com.sg and we will reply within 2 working days.
| title | estimate time |
|---|
| Portfolio and Risk Management | |||
| Portfolio Management Process | 30:00 | ||
| Portfolio Theory | 60:00 | ||
| Risk Management and Portfolio Review | 20:00 | ||
| Risk-Adjusted Return Measures | 20:00 | ||
| Performance Attribution | 20:00 | ||
Dr Chan Onn
