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Course Overview

Investment decisions require rigorous analysis, risk assessment, and strategic allocation of resources. Effective portfolio management ensures diversification, resilience, and sustainable returns in increasingly complex financial markets.

This course covers investment fundamentals, asset pricing models, equity and fixed income analysis, portfolio construction, risk management, and performance evaluation. Participants will gain both analytical and practical skills to manage investments in dynamic environments.

At EuroQuest International Training, the course integrates global best practices, financial modeling tools, and case studies, preparing participants to make informed investment decisions and manage portfolios with confidence.

Key Benefits of Attending

• Master investment analysis frameworks and valuation tools

• Apply modern portfolio theory and diversification strategies

• Strengthen risk-return assessment in financial decisions

• Evaluate equities, fixed income, and alternative investments

• Monitor and optimize portfolio performance over time

Why Attend

This course enables professionals to build and manage portfolios effectively, ensuring alignment with risk tolerance, investment objectives, and market opportunities.

Course Methodology

• Expert-led sessions on investment and portfolio concepts

• Case studies from global financial markets

• Hands-on workshops with Excel and modeling tools

• Group simulations on portfolio allocation strategies

• Interactive discussions on risk and performance evaluation

Course Objectives

By the end of this ten-day training course, participants will be able to:

• Understand investment principles and asset classes

• Apply valuation models for equities and bonds

• Use risk-return frameworks to evaluate investments

• Construct and manage diversified portfolios

• Apply Capital Asset Pricing Model (CAPM) and related models

• Integrate alternative investments into portfolios

• Monitor and rebalance portfolios for performance

• Apply quantitative tools for investment decisions

• Conduct scenario and sensitivity analysis for portfolios

• Align portfolio strategies with client and corporate goals

• Strengthen governance and compliance in investment decisions

• Build long-term strategies for sustainable wealth creation

Target Audience

• Investment and portfolio managers

• Financial analysts and advisors

• Corporate treasurers and controllers

• Risk management professionals

• Executives overseeing investment strategies

Target Competencies

• Investment analysis and valuation

• Portfolio construction and optimization

• Risk-return assessment and management

• Asset allocation across classes

• Quantitative financial modeling

• Governance and compliance in investments

• Strategic decision-making in finance

Course Outline

Unit 1: Introduction to Investment and Portfolio Management

• Fundamentals of investment decisions

• Types of asset classes and markets

• Role of portfolio management in finance

• Global case studies

Unit 2: Equity Analysis and Valuation

• Financial statement analysis for equities

• Dividend discount and earnings models

• Price-earnings ratios and multiples

• Practical equity valuation exercise

Unit 3: Fixed Income Analysis

• Principles of bond pricing and yields

• Duration, convexity, and interest rate risk

• Credit risk in fixed income securities

• Case study on fixed income portfolios

Unit 4: Alternative Investments

• Hedge funds, private equity, and real estate

• Commodities and infrastructure investments

• Role of alternatives in diversification

• Evaluating risk-return trade-offs

Unit 5: Risk and Return Analysis

• Principles of risk measurement

• Expected return calculations

• Variance, standard deviation, and correlation

• Risk-return trade-offs in portfolio decisions

Unit 6: Portfolio Construction and Modern Portfolio Theory

• Diversification and efficient frontier

• Markowitz portfolio optimization

• Capital Asset Pricing Model (CAPM)

• Portfolio construction workshop

Unit 7: Advanced Portfolio Management Strategies

• Active vs passive management

• Factor models and multi-asset strategies

• Portfolio hedging with derivatives

• Case studies of portfolio strategies

Unit 8: Performance Evaluation and Attribution

• Sharpe, Treynor, and Jensen’s alpha

• Benchmarking portfolio performance

• Performance attribution techniques

• Practical portfolio evaluation exercise

Unit 9: Quantitative Tools for Investment Decisions

• Monte Carlo simulations in portfolio analysis

• Scenario and sensitivity analysis

• Value at Risk (VaR) modeling

• Practical quantitative workshop

Unit 10: Behavioral Finance and Investment Decisions

• Investor psychology and biases

• Impact of behavior on portfolio outcomes

• Mitigating behavioral risks

• Case studies in behavioral finance

Unit 11: Governance, Ethics, and Compliance in Investments

• Regulatory frameworks for portfolio management

• Ethical considerations in investment decisions

• Transparency and reporting best practices

• Governance structures in asset management

Unit 12: Capstone Investment and Portfolio Project

• Group-based portfolio construction exercise

• Designing strategies for risk-return optimization

• Presenting portfolio outcomes to stakeholders

• Action roadmap for real-world application

Closing Call to Action

Join this ten-day training course to master investment analysis and portfolio management, empowering yourself to evaluate opportunities, manage risks, and deliver sustainable financial returns.