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:

    • Identify the various portfolio management techniques in managing an investor’s portfolio in different market conditions market conditions;
    • apply various portfolio management techniques to construct an optimal portfolio based on client’s needs and risk appetite;
    • discover the role of portfolio optimization and performance, its challenges and how it can in be used to construct a client portfolio;
    • recognise the essential knowledge and skills required to present, convince and close the deal with prospective clients. 
     
  • Programme Outline

    PM02 – Portfolio Management: In Pursuit of Performance and Returns
    8:30am Registration
    9:00am Welcome remarks and introduction to the course
    9:10am Portfolio Management Techniques
    • General overview of the principles of portfolio management
    • Tops-down vs. bottoms-up approaches and Its pro and cons
    • Asset, sector and geographical allocation - The generic business cycle (using economic indicators)
    10:30am Morning Refreshments
    10:45am Practical Portfolio Creation for your Client
    • The clients’ needs (risk appetite) in preparing the portfolio objectives
    • Constructing the portfolio:
      • Portfolio sizing
      • The appropriate asset classes, sectors, securities
      • FX gains/losses if foreign assets are included
      • Gaining market exposure by adding ETFs, futures and options
    • Importance of diversification: Asset allocation and style allocation
    • Risk reduction and return enhancement opportunities
    12:00pm Case Study 1: Portfolio Creation and Effects of Diversification 
    1:00pm Lunch
    2:00pm Principles of  Portfolio Optimisation and Performance Attribution
    • Optimizing the weightage of securities in a portfolio using statistical methods
    • The limitation of modern statistical methods
    • Using Sharpe ratio, Treynor measure, maximum drawdown and 
    3:30pm Discuss investors’ suitability for each asset allocation alternative in portfolio optimization
    3:45pm Afternoon refreshments
    4:00pm Managing the Dealer - Client Relationship 
    • What makes a successful investing for a client?
    • Investment Policy Statement: Purpose and benefits
    • Producing content that has value for the client
    • Maintaining communication and repo with client
    5:00pm Question & Answer Session and Debrief
    5:30pm End of Programme
  • Programme Fees

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