Portfolio Management and Capital Markets

Speaker:

• Michael McDonald, PhD

Learning Objectives:

By the end of Day 1 of the course, participants will be able to:

• Describe terminology used in portfolio management
• Evaluate the investment process
• Explain the trade-off between risk and return
• Compare and contrast different investment funds, such as mutual funds and pension funds
• Apply different strategies in both equity and fixed income markets
• Evaluate the results of portfolio returns

Who Should Attend:

Auditors, Fund Administrators, Portfolio Managers, those charged with fund governance (Directors, trustees, general partner)

Description/Overview:

The last few years have witnessed unprecedented volatility in the capital markets. Active managers have switched between risk on and risk off trades. As the markets continue ot evolve, a thorough understanding of the basics is essential. This hands-on course examines the investment process, risk and return and strategies to increase return. Differences between asset managers and institutional fund managers are explored. The course wraps up by analyzing metrics on a portfolio's performance. 

Programme Level: Intermediate

CPD Credits: 14

NOTE:  CPD certificates will NOT be issued until invoice is paid in full.

Cost:

Early bird: Members: 530 KYD / Non members: 630 KYD

Regular: Members: 580 KYD / Non members: 680 KYD

One day: Members: 350 KYD / Non members: 400 KYD

Early registration ends September 5, 2016 (one month before the course)

Refunds/Cancellations:

Due to high standing costs, no refunds will be issued. If you are unable to attend and wish to send a replacement, please notify CIIPA by emailing admin@ciipa.ky at least two business days ahead of the training event.