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23 - FNB - Finance and Banking


FNB 301A - Portfolio Management

Code Start Date Duration Venue Fees
FNB 301A 27 October 2019 5 Days Istanbul $ 2950 Registration Form Link
FNB 301A 24 November 2019 5 Days Istanbul $ 2950 Registration Form Link
FNB 301A 29 December 2019 5 Days Istanbul $ 2950 Registration Form Link
FNB 301A 12 January 2020 5 Days Istanbul $ 2950 Registration Form Link
FNB 301A 09 February 2020 5 Days Istanbul $ 2950 Registration Form Link
FNB 301A 08 March 2020 5 Days Istanbul $ 2950 Registration Form Link
FNB 301A 05 April 2020 5 Days Istanbul $ 2950 Registration Form Link
FNB 301A 03 May 2020 5 Days Istanbul $ 2950 Registration Form Link
FNB 301A 28 June 2020 5 Days Istanbul $ 2950 Registration Form Link
FNB 301A 19 July 2020 5 Days Istanbul $ 2950 Registration Form Link
FNB 301A 23 August 2020 5 Days Istanbul $ 2950 Registration Form Link
FNB 301A 20 September 2020 5 Days Istanbul $ 2950 Registration Form Link
FNB 301A 18 October 2020 5 Days Istanbul $ 2950 Registration Form Link
FNB 301A 15 November 2020 5 Days Istanbul $ 2950 Registration Form Link
FNB 301A 13 December 2020 5 Days Istanbul $ 2950 Registration Form Link
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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

Day 1

  • Introduction to investment management
  • The key elements of portfolio management
  • Asset allocation
  • Rebalancing
  • Strategic asset allocation
  • Dynamic asset allocation 

Day 2

  • Portfolio management styles
  • Value/cost performance metrics
  • Estimated commercial value
  • Portfolio value vs. Cost
  • Strategic bucket budgeting

Day 3

  • Capital vs. Expense charts
  • Effort hours and RIO
  • Strategic alignment metrics
  • Effort hours by strategic category
  • Continuous improvement

Day 4

  • Selecting Project Portfolio Components
  • Resource Availability
  • Prioritizing Portfolio Components
  • Balancing the Project Portfolio
  • Providing Investment Oversight

Day 5

  • Portfolio selection and risk management
  • Measuring returns
  • Measuring risk
  • Maximizing the Sharpe ratio
  • Illiquid assets