Investment Analysis and Portfolio Management Training Course

The Investment Analysis and Portfolio Management Training Course is a structured professional program designed to provide participants with a comprehensive understanding of investment decision-making and portfolio management within modern financial markets. Offered by Geneve Institute of Business Management, the course focuses on the principles and techniques used to evaluate investment opportunities, manage risk, and construct diversified portfolios aligned with defined financial objectives. It examines how investors analyze financial assets, assess market conditions, and balance risk and return in a disciplined and systematic manner. The program emphasizes analytical thinking, financial reasoning, and informed judgment as essential skills for effective investment management. It is designed for professionals seeking to strengthen their ability to manage investment portfolios in a structured, transparent, and accountable framework.

Target Group

• Investment analysts and finance professionals involved in evaluating securities and investment opportunities.

• Portfolio managers and asset management professionals responsible for managing individual or institutional investment portfolios.

• Banking and financial services professionals engaged in advisory, wealth management, or investment support roles.

• Finance managers and treasury professionals overseeing surplus funds and investment decisions within organizations.

• Professionals working in pension funds, insurance companies, or investment institutions with portfolio oversight responsibilities.

• Graduates and early-career professionals seeking a structured foundation in investment analysis and portfolio management.

Objectives

• To provide participants with a clear understanding of investment analysis principles and financial market dynamics.

• To develop the ability to evaluate investment instruments using structured analytical approaches.

• To enhance understanding of portfolio construction and diversification principles.

• To strengthen awareness of risk measurement and risk management techniques in investment decisions.

• To support informed portfolio performance evaluation and monitoring.

• To promote disciplined and objective investment decision-making aligned with defined financial goals.

Course Outline

Investment Environment and Analytical Foundations

• Investment Landscape and Financial Markets

  • Structure and functions of financial markets and their role in capital allocation.

  • Characteristics of major asset classes and their relevance to investment decisions.

  • Interaction between economic conditions and investment market behavior.

• Investment Objectives and Constraints

  • Definition of investment goals in relation to risk tolerance and return expectations.

  • Impact of time horizon, liquidity needs, and regulatory factors on investment choices.

  • Alignment of investment strategies with individual or institutional objectives.

Security Analysis and Valuation Approaches

• Fundamental Security Analysis

  • Analysis of financial statements to assess financial strength and performance.

  • Evaluation of business models, industry conditions, and competitive positioning.

  • Use of economic and company-specific indicators in investment assessment.

• Valuation Principles and Techniques

  • Valuation concepts applied to equities and fixed-income instruments.

  • Estimation of intrinsic value using structured financial assumptions.

  • Interpretation of valuation results for investment decision-making.

Portfolio Construction and Diversification

• Portfolio Theory and Asset Allocation

  • Principles of portfolio theory guiding asset allocation decisions.

  • Relationship between expected return, risk, and diversification.

  • Strategic allocation of assets to achieve balanced portfolio outcomes.

• Diversification Strategies

  • Role of diversification in reducing unsystematic risk.

  • Correlation analysis among different asset classes and securities.

  • Portfolio structuring to manage concentration and exposure risks.

Risk Measurement and Portfolio Risk Management

• Risk and Return Measurement

  • Measurement of portfolio risk using statistical and financial indicators.

  • Assessment of expected returns based on market and asset behavior.

  • Relationship between volatility, uncertainty, and investment outcomes.

• Portfolio Risk Management

  • Identification of market, credit, and liquidity risks affecting portfolios.

  • Approaches to managing downside risk and return variability.

  • Ongoing risk monitoring within portfolio management processes.

Portfolio Performance and Investment Governance

• Performance Evaluation and Monitoring

  • Methods for evaluating portfolio performance over defined periods.

  • Use of benchmarks and performance indicators for comparison purposes.

  • Interpretation of performance results in relation to investment objectives.

• Investment Governance and Ethical Standards

  • Governance structures supporting accountability in portfolio management.

  • Ethical responsibilities of investment professionals and decision-makers.

  • Transparency and reporting obligations in investment management activities.