Portfolio Management Professional Certificate

New York Institute of Finance

How long?

  • 5 days
  • in person, online

New York Institute of Finance

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Who should attend

  • Portfolio managers and support personnel
  • wealth managers
  • investors
  • private bankers and financial advisors.

About the course

Develop core competencies in portfolio management. Learn how to conduct portfolio performance measurement and attribution. Review portfolio strategies for a variety of asset classes including fixed income, equity and alternatives.

Prerequisite knowledge:

  • Intermediate MS Excel skills
  • Basic probability and statistics
  • Familiarity with fixed income instruments and concepts
  • Familiarity with equity valuation concepts

CURRICULUM

Day 1

MODULE 1: REVIEW OF FIXED INCOME CONCEPTS

  • Fixed income arithmetic
  • Fixed income instruments
  • Term structures of rates and yields
  • How are bonds traded?
  • Fixed income risk: Duration and Convexity
  • Corporate bonds: Credit risk

MODULE 2: PASSIVE FIXED INCOME PORTFOLIO MANAGEMENT

  • Fixed income indexes
  • Index funds and replication techniques
  • Tracking error minimization
  • Cash flow matching
  • Immunization techniques

MODULE 3: ACTIVE FIXED INCOME PORTFOLIO MANAGEMENT

  • Rate prediction strategies
  • Yield curve strategies
  • Interest rate scenario analysis
  • Credit strategies
  • Tactical allocation strategies
  • Relative value stategies

Day 2

MODULE 1: REVIEW OF EQUITY VALUATION TECHNIQUES

  • Importance and quality of earnings
  • Present value models
  • Multiples based valuation
  • Asset-based valuation models
  • Industry and company analysis

MODULE 2: EQUITY STRATEGIES: FROM STOCK PICKING TO PORTFOLIO MANAGEMENT

  • Structuring an equity portfolio
  • Use of indexes
  • Translating information into investment ideas
  • Hedging with options
  • Short selling
  • Growth strategies
  • Value strategies
  • Blended strategies

MODULE 3: MODERN PORTFOLIO THEORY

  • Systematic vs. Unsystematic Risk
  • Diversification
  • Deriving beta

Day 3

MODULE 1: INTRODUCTION TO HEDGE FUNDS

  • Traditional investments and alternative assets
  • Role of hedge funds in an investor's portfolio
  • History of the industry
  • Size and growth of the Industry

MODULE 2: HEDGE FUND OPERATIONS

  • Governing regulations
  • Legal structures
  • Documentation
  • Outside service providers
  • Prime brokerage

MODULE 3: HEDGE FUND STRATEGIES

  • Market directional
  • Corporate restructuring
  • Convergence trading
  • Opportunistic strategies

MODULE 4: ISSUES FOR HEDGE FUND INVESTORS

  • Who can invest in hedge funds
  • Due diligence
  • Fees
  • Portfolio monitoring
  • Benchmarks and biases
  • Leverage
  • Risks for hedge funds
  • Fund of funds
  • Portfolio construction
  • Back to Top

Day 4

MODULE 1: MEASURING RISK AND RETURN

  • Return: Geometric and Arithmetic
  • Holding Period, NAV
  • Risk: Standard Deviation; Semi-variance; Correlation; VaR
  • Market price of risk: CAPM, APT
  • Liquidity risk
  • Credit risk

MODULE 2: ANALYZING PORTFOLIO PERFORMANCE

  • Risk adjusted returns: Sharpe, Treynor, Jenson, Sortino, Calmar, Information Ratio
  • Behavioral and technical considerations

MODULE 3: THE INVESTMENT DECISION MAKING PROCESS

  • Balancing risk and reward
  • Roles of financial advisiors and portfoloio managers
  • Life cycle investing
  • Principle risk and real returns
  • Creating portfolios for institutions and individuals

Day 5

MODULE 1: FUND STRUCTURES

  • Fund Types, ETF/Index, SMAs, Synthetic Funds
  • Marketing strategies
  • Fees, liquidity, regulations
  • Industry trends

MODULE 2: PRIVATE EQUITY

  • Venture capital
  • Buyout
  • Special situations
  • Transparency issues

MODULE 3: RETIREMENT AND ESTATE PLANNING

  • Wealth transfer through trusts
  • Gifting
  • IRAs, 401Ks and other Issues
  • Taxation of Retirement Assets

MODULE 4: DESK READY SKILLS KNOWLEDGE CHECK

WHAT YOU'LL LEARN

  • Understand active and passive fixed income portfolio management strategies
  • Correctly implement a variety of yield curve strategies
  • Understand the risk and return characteristics of a number of equity strategies
  • Understand the prevalent hedge fund strategies and the implications for diversified portfolio performance
  • Understand the interrelationships between strategies across asset classes
  • Understand the implications of modern portfolio theory for real-world portfolio management
  • Learn how to measure portfolio performance
  • Learn how to attribute portfolio performance to risk factors

Portfolio Management Professional Certificate at New York Institute of Finance

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Disclaimer

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Full disclaimer.

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