Industry Transformation Initiative

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PM02 – Portfolio Management:  In Pursuit of Performance and Returns

PM02 – Portfolio Management:  In Pursuit of Performance and Returns 

Duration: 1 Day
Accreditation: SIDC CPE-approved: 10 CPE points

This course is designed to enable participants to acquire working skills to design appropriate portfolio management strategies to suit client’s needs.

Who Should Attend

  • Dealers’ Representatives
  • Futures Brokers’ Representatives
  • Fund Managers’ Representatives
  • Investment Representatives
  • Financial Planners
  • Futures Fund Managers’ Representatives
  • Futures Trading Advisers’ Representatives
  • New entrants to the capital market

  • Programme Delivery

    Learning Outcomes

    Upon completion of this programme, participants will be able to:

    • Acquire working skills to better service institutional clients and meet their increasing sophisticated needs
    • Assess risk management tools to better diversify client’s risks
    • Acquire and construct portfolio management strategies that can be used in constructing client’s portfolio
    • Design innovative risk management approaches to enhance returns
    • Analyse and use risk models, and position solutions from the client’s perspective
  • Programme Outline

    PM02 – Portfolio Management: In Pursuit of Performance and Returns
    0830am - 0900am Registration
    0900am - 0910am Welcome remarks and introduction to the course
    0910am - 0940am Session I:
    • Win new clients
    • Analyse investor's preferences
    0940am - 1000am Morning refreshments
    1000am - 1050am Case Study 1
    1050am - 1100am Break
    1100am - 1130am Session II:
    • Client account management strategies
    • Private wealth management strategies
    • Prepare investment portfolio policy (Investment Policy Statement)
    1130am - 1220pm Case Study 2
    1220pm - 1250pm Session III:
    • Absolute vs. total return approach issues
    • Risk reduction and return enchancement opportunities
    • Leveraging, margin, and credit risk management
    1250pm - 0200pm Lunch
    0200pm - 0250pm Case Study 3
    0250pm - 0320pm Session IV:
    • Stock selection, asset allocation, and style allocation
    • Financial engineering through structured products and derivatives
    • Measure and demonstrate performance
    0320pm - 0340pm Afternoon refreshments
    0340pm - 0430pm Case Study 4
    0430pm - 0500pm Q&A
    0500pm - 0530pm Debrief & programme wrap-up
  • Programme Fees

    Venue Fees (RM) + 6% GST
    Klang Valley (KL & Selangor) 265
    Rest of Malaysia 318