PORTFOLIO AND RISK MANAGEMENT

By Comeandsee Global | 02 Sep 2021

Courses Details

Synopsis

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. This course 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.

Objectives

• Understand the client’s goals.
• Understand the importance of portfolio diversification.
• Know how to choose different measures of returns based on objectives.
• Know the different limits and constraints that exist.
• Understand the client’s risk-return requirement.
• Know how to measure a portfolio’s performance and effectiveness.
• Know how to undertake a performance attribution exercise.
• Understand the different types of risks and how they can be measured.

Funding

For concessionary fees, please email us at smartlearn@comeandsee.com.sg and we will reply within 2 working days.

Courses syllabus

	TITLE	ESTIMATE TIME
	Portfolio and Risk Management
	Portfolio Management Process	30:00
	Portfolio Theory	60:00
	Risk Management and Portfolio Review	30:00
	Risk-Adjusted Return Measures	30:00
	Performance Attribution	30:00

$220 | CPD: 3 hrs

DR CHAN ONN – Lead Content Expert
Dr. Chan holds a Ph.D. in Mathematics and has over 30 years of expertise in mathematics and finance across academic and corporate environments.