INVESTMENT ANALYSIS AND PORTFOLIO MANAGEMENT

Live-Online Training: N 250,000.00
Classroom Training: N 350,000.00
3 - 4 participants: 5% discount
5 or more participants: 10% discount

(Available also for Customised Training by Duration, Venue & Fee)

(PARTICIPANTS SHOULD BRING THEIR LAPTOPS) 

Programme Description

The Investment Analysis and Portfolio Management training programme is designed to provide participants with a comprehensive understanding of the principles and techniques involved in analyzing investment opportunities and constructing effective investment portfolios. Over the course of five days, participants will delve into various aspects of investment analysis, risk assessment, portfolio construction, and optimization strategies. The programme combines theoretical knowledge with practical exercises and case studies to ensure participants gain actionable insights that can be applied in real-world investment scenarios.

Course Objectives

By the end of the programme, participants will be able to:

• Understand the fundamental concepts of investment analysis and portfolio management.
• Evaluate investment opportunities based on risk, return, and other relevant factors.
• Apply various methods to measure and manage risk in investment portfolios.
• Design and construct diversified investment portfolios tailored to different investor profiles.
• Implement advanced portfolio optimization techniques to enhance returns and manage risk.
• Utilize key financial tools and software for investment analysis and portfolio management.
• Make informed investment decisions by analyzing market trends and economic indicators.
  

Course Contents

DAY ONE

Introduction to Investment Analysis and Portfolio Management

• Overview of investment analysis and portfolio management
• Role of financial markets and intermediaries
• Investment process: from goal setting to implementation
• Introduction to risk and return concepts
• Investment Analysis Appraisal Techniques

• • (FV) Future Value of an Investment

• • (PV) Present Value of an Investment
  • (Nper) Number of period of an Investment
  • (Fvshedule) Future value of an initial principal
  • (IPMT) Interest payment in an annuity model
  • (IRR) Internal rate of return for a series of cash flows
  • (NPV) Net present value
  • (PMT) Loan payment based on annuity

• • (PPMT) Periodic principal payment of loan.
    

DAY TWO

Investment Analysis Techniques

• Fundamental analysis: analyzing financial statements and economic factors
• Technical analysis: chart patterns and market trends
• Quantitative analysis: using financial ratios and metrics
• Behavioral finance: understanding investor psychology
• (MIRR) Modified internal rate of return
• (XIRR) Internal rate of return for a schedule of cash flows
• (XNPV) Net present value for a schedule of cash flows
• Discounted Payback Period
• Bond Pricing Computation
• Bond Yield Computation

• Full and Dirty Price Computation
  

DAY THREE

Risk Assessment and Management

• Types of risk in investment
• Diversification and its benefits
• Modern Portfolio Theory (MPT) and the Capital Asset Pricing Model (CAPM)
• Debt Financed Investment
• Equity Financed Investment
• WACC Computation
• Bond Pricing

• Returns Computation Model from various Portfolios
  

DAY FOUR

Portfolio Construction and Optimization

• Asset allocation strategies: strategic vs. tactical
• Efficient frontier and portfolio risk-return tradeoff
• Constraints in portfolio construction: risk tolerance, liquidity, and more
• Introduction to factor-based investing and smart beta strategies
• Optimization

• • Elements of Optimization Models

• • Linear Programming
  • Margin Maximization
  • Building Sensitivity analysis and Scenarios into Models

• Strategy Session: Application of Policy Analysis and Formulation
  

DAY FIVE

Advanced Topics in Portfolio Management

• Active vs. passive investing: pros and cons
• Alternative investments: real estate, private equity, hedge funds
• Economic indicators and their impact on investment decisions
• Business Valuation
• • Methods of Valuation
  • Market Capitalization
  • Dividend Valuation
  • Earnings Multiplier
  • Discounted Cash Flow (DCF) Method.