Training Portfolio Management

Course Description

The course will focus on the application of financial theory to the issues and problems of investment management. Topics will include portfolio optimization and asset allocation, the basics of bond pricing and debt portfolio management, the theory of asset pricing models and their implications for investment as well as techniques for evaluating investment management performance. The course will build upon the analytical skills developed in Financial Management. Prerequisites: Financial Management and a working knowledge of statistics. Spreadsheet proficiency is essential

Course Objectives

  • Understanding the Investment Management and investment management industry
  • Understanding why asset allocation matters
  • Being familiar with assessing performance of asset classes
  • Learning how to choose an optimal portfolio and safety‑first selection criteria
  • Focusing on liabilities: Optimization in the surplus framework
  • Factoring models and methods

Course Details/Schedule

  • Introduction to investment management
  • The key elements of portfolio management
  • Asset allocation
  • Rebalancing
  • Strategic asset allocation
  • Dynamic asset allocation 
  • Portfolio management styles
  • Value/cost performance metrics
  • Estimated commercial value
  • Portfolio value vs. Cost
  • Strategic bucket budgeting
  • Capital vs. Expense charts
  • Effort hours and RIO
  • Strategic alignment metrics
  • Effort hours by strategic category
  • Continuous improvement
  • Selecting Project Portfolio Components
  • Resource Availability
  • Prioritizing Portfolio Components
  • Balancing the Project Portfolio
  • Providing Investment Oversight
  • Portfolio selection and risk management
  • Measuring returns
  • Measuring risk
  • Maximizing the Sharpe ratio
  • Illiquid assets










Facilities

 

Certificate,
Quality Training Kit (Pencil case: Erase, Bolpoint, Pencil, Tipe X, Stabillo, Flash Disk 8
Bag (Public Training)
Training Material (Hand Out & Soft Copy)
Convenient training facilities in stars hotel (Public Training)
Lunch 1 and Coffee Break 2 / Day (Public Training)
Souvenir
Gratis antar Jemput dari Bandara/Stasiun ( Khusus Yogyakarta )

 

Training Method

 

  1. Public Training
  2. Online Training
  3. In House Training
  4. Group Discussions
  5. Group & Individual Exercises
  6. Presentations
  7. Games
  8. Case Studies
  9. Role Plays
  10. Self-Assessment
  11. Action Plan

 

Instructor Training

 

Tim Trainers BMG Training & Development

 

Course Timing 

 

Daily Course Timings (Public Training) :

 

  •     08:00 - 08:20       Registerasi dan Pembukaan

  •     08:30 - 10:00       Sesi Pertama

  •     10:00 - 10:20       Coffee / Tea / Snacks

  •     10:20 - 12:00       Sesi Kedua

  •     12:00 - 13:00       Lunch Break & Prayer Break

  •     13:00 - 15:00       Sesi ketiga

  •     15:00 - 15:20       Coffee / Tea / Snacks & Prayer Break

  •     15:00 - 16:30       Sesi Terakhir

 

 

Lokasi
 
Yogyakarta, Jakarta, Bandung, Bogor, Cirebon, Solo, Semarang, Surabaya, Malang, Bali, Lombok, Samarinda, Balikpapan, Banjarmasin, Pontianak, Makassar, Medan, Palembang, Lampung, serta Timor Leste (dengan harga dan minimal kuota yang berbeda).
 
Catatan :
 
Pelatihan ini dapat disesuaikan dengan kebutuhan perusahaan Anda dan bisa diselenggarakan dalam bentuk Online Training maupun In-House Training. Untuk permintaan Online Training maupun In-House Training dengan jenis topik lainnya, silahkan mengirimkan ke alamat email atau menghubungi kontak person yang tercantum di website kami.
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Jika anda membutuhkan informasi pelatihan yang belum tercantum pada website ini, atau anda ingin memberikan usulan materi yang sesuai dengan tingkat kebutuhan perusahaan anda, silahkan menghubungi kontak person kami atau mengirimkan ke alamat email yang tercantum.
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Bila dalam jadwal pelatihan tidak ada tanggal dan waktu yang tercantum atau jadwal pelatihan sudah kadaluarsa, mohon tanyakan kepada kami untuk jadwal terbarunya.
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Peserta bisa mengajukan tanggal Pelatihan / Training selain yang tertera pada silabus penawaran.


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Referensi : 

- Anto BMG

- Training Categories

- Training Provider

- Pusat Training

- Pusat Info Training




 

Permintaan Brosur penawaran Training ( Harga, Waktu dan Tempat) silahkan Menghubungi kami.

 

Kontak Kami

 

Pusat Training Indonesia dan Pelatihan Bersertifikat - BMG TRAINING

 

Email : info@bmgtraining.co.id

 

Telp : (0274) 225 8012

CP 1 : +62813 9200 7100



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