Portfolio Management is an integral part of Investment advisory process, once the investment strategy is defined based on the long term and short term financial goal, the next step lies in identifying the asset classes and setting up the right mix of asset allocation with rebalancing at the right time to optimize the level of risk and return. The level of skill required in the above activity is nowhere less than constructing a comprehensive Financial Plan and plays an important role in delivering right kind of advice to the client
The objective of the workshop to enable the participants to create an optimum portfolio comprising various asset classes towards the requirement of their clients, track it and rebalancing it as per the requirements. Advance risk and return metrics ( CAGR, holding Period return Standard Deviation, Beta, Sharpe, Treynor,Jensen,Alfa, CAPM, Security market Line) and their measurement and uses will be covered in the workshop.
The workshop will be hands on in nature, with each participant expected to make his/her own portfolio and track it for minimum six quarters using the workshop, participants will be expected to work on the live data and feeds from the stock markets.
MAJOR CONCEPTS COVERED:
Portfolio Construction and tracking on a spreadsheet, Risk and return- CAGR, Beta, Standard Deviation, Duration, Modified Duration, Convexity, Cases and Scenarios, Insurance Paid up, Surrender Value and Return Calculation
WHO SHOULD ATTEND?
Entrepreneurs: This workshop is suitable for entrepreneurs who are running the Financial Advisory/Planning firm or wish to run a firm.
Corporate: Corporate working in Wealth Management/Portfolio Management/ Research and Advisory Division/ Insurance & MF Advisors.
Professionals: Candidates pursuing CFP Program, CFPCM Practitioners, CFAs, CAs, CS’, ICWA, MBA- Finance, IFAs, Financial Planner aspirants etc.
Students: Students Pursuing or planning to pursue CFP, CWM , CIWM, CCRA or NISM Series X “A” or X “B” Certification will find this workshop very useful