Course Details

Objective

By the end of the course, participants will be able to understand

• Understand the fundamentals of portfolio management, including asset selection, diversification, and performance evaluation.
• Learn how to apply the principles of corporate finance in real-world scenarios.
• Develop an understanding of risk and return analysis in portfolio management.
• Explore capital budgeting, financing decisions, and valuation methods used in corporate finance.
• Gain insight into the relationship between portfolio management and corporate financial strategies.
• Understand financial markets and their impact on investment decisions and corporate finance.

Content

Day 1: Introduction to Portfolio Management

• Basic concepts in portfolio management
• Risk and return fundamentals
• Diversification and asset allocation
• Portfolio construction techniques and theories (Modern Portfolio Theory)
• Performance evaluation: benchmarks and risk-adjusted returns

Day 2: Asset Classes and Investment Strategies

• Overview of asset classes: equities, bonds, real estate, commodities, etc.
• Active vs. passive portfolio management
• Investment strategies: growth, value, and income investing
• The role of alternative investments in portfolio management
• Global diversification and managing currency risk

Day 3: Principles of Corporate Finance

• Key concepts in corporate finance: capital budgeting, capital structure, and working capital management
• Time value of money and discounted cash flow (DCF) analysis
• Cost of capital and financing decisions
• Valuation techniques: discounted cash flow (DCF), multiples, and comparables
• Managing risk in corporate finance

Day 4: Risk Management and Capital Structure

• Understanding financial and business risk
• Techniques for managing risk: hedging, insurance, and diversification
• Optimal capital structure: debt vs. equity financing
• Modigliani-Miller theorem and its implications
• Evaluating financial leverage and its impact on corporate value

Day 5: Integrating Portfolio Management with Corporate Finance

• The relationship between portfolio management and corporate strategy
• Strategic investment decisions and their impact on corporate finance
• Mergers, acquisitions, and divestitures in corporate finance
• Financial planning and forecasting for businesses and investment portfolios
• Trends in the global financial markets and their influence on portfolio management and corporate finance decisions

NOTE:

Pre-& Post Tests will be conducted.

Case Studies, Group Exercises, Group Discussions, Last Day reviews, and assessments will be carried out.

Methodology

A highly interactive combination of lectures and discussion sessions will be managed to maximize the amount and quality of information and knowledge transfer. The sessions will start by raising the most relevant questions and motivating everybody to find the right answers. You will also be encouraged to raise your own questions and to share in the development of the right answers using your own analysis and experiences.  Tests of multiple-choice type will be made available on daily basis to examine the effectiveness of delivering the course.

Very useful Course Materials will be given.

• 30% Lectures
• 30% Workshops and work presentation
• 20% Group Work& Practical Exercises
• 20% Videos& General Discussions