Understanding Portfolio Management
Selecting, prioritising and controlling programmes and projects in line with strategy and capacity to deliver.
Led by Paul Meadows · Financial markets trainer
- Duration
- 1 hour
- Price
- On request
- Delivery
- Online, in person or hybrid
- Availability
- Scheduled dates or privately on request
Course Overview
The portfolio management industry historically went about its business quietly in the shadows. Now some in the regulatory world are openly discussing whether it should be treated as a potential source of systemic risk to the financial system, much like the banking sector in 2008.
Key topics covered include:
- Who's managing what, where and for whom? The numbers in context
- Efficient markets — are they?
- What happened to risk-free investing?
- The risk-return trade-off across the asset class universe
- What is the correct equity risk premium now?
- Investing or trading? How long is long term? A fund manager perspective
- The management of expectation — a risk in itself
Learning Outcomes
This programme provides insight into large-scale decision-making processes undertaken daily by world-leading portfolio managers. Participants will understand how these professionals navigate volatile markets and client expectations.
Course Details
Duration: 1 hour. Format: online, in-person or hybrid. Price from £105.00 (plus VAT) per delegate; negotiable for up to twelve delegates.
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