The Investment Analysis and Portfolio Management in Vienna is a professional training course that equips participants with the skills to evaluate investments and manage portfolios effectively.
From:
30-03-2026
From:
27-07-2026
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.
The Investment Analysis and Portfolio Management Training Courses in Vienna provide professionals with a comprehensive and practical foundation in evaluating investment opportunities, constructing diversified portfolios, and managing financial assets in dynamic market environments. Designed for investment analysts, portfolio managers, wealth advisors, and financial decision-makers, these programs equip participants with the analytical tools and strategic insights needed to make informed and effective investment decisions.
Participants explore the key principles of investment analysis, including valuation techniques, risk–return assessment, financial statement interpretation, and market trend evaluation. The courses emphasize how quantitative and qualitative analysis can be applied to identify attractive investment opportunities across asset classes such as equities, fixed income securities, commodities, and alternative investments. Through case studies and hands-on analytical exercises, attendees gain experience in security selection, asset pricing, and comparative performance evaluation.
These portfolio management training programs in Vienna provide a balanced combination of theoretical frameworks and practical applications. Participants learn to design and manage investment portfolios aligned with specific goals, risk tolerances, and market conditions. Key topics include diversification strategies, modern portfolio theory, asset allocation models, performance measurement, and risk mitigation approaches. The curriculum also highlights the impact of market cycles, behavioral finance, and global economic trends on portfolio construction and long-term investment performance.
Attending these training courses in Vienna offers a rich and collaborative learning experience supported by expert-led instruction and international perspectives. Vienna’s reputation as a center for global finance, policy dialogue, and economic research enhances the learning environment and encourages deeper engagement with contemporary investment challenges. Upon completing this specialization, participants will be well prepared to conduct sophisticated investment analyses, construct resilient and optimized portfolios, and contribute to strategic financial decision-making in today’s complex and increasingly competitive global markets.