Duration: 3 MONTHS

Course Syllabus

The investment process, milestones portfolio management
• Planning
• Implementation
• Monitoring and rebalancing
Investment objectives and constraints of the different groups of investors
• Private investors
• Pension funds
• Insurance companies
• Foundations and endowments
• Banks
Assessment of market expectations
• The analytical process
• Limitations of economic data and analysis methods
• Psychological Traps
• Basic model group
• Economic analysis and market forecasts
Strategic asset allocation
• The importance of asset allocation
• Asset and Liability Management (ALM)
• Financial Psychology
• Selection of asset classes
• Optimization
Portfolio management, fixed income
• Bond Portfolio Management Strategies
• Active and passive portfolio management
• Sources of income from fixed-income instruments
• Investing in foreign bond markets
Managing a portfolio of stocks
• Active and passive management of a portfolio of stocks
• Equity Indices
• Tools passive investing
• Investment Styles
• Analysis of investment styles based on portfolio and income
• A market-neutral investment

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