Asset and Portfolio Management

What You Will Learn

• 1 Learn the foundations of asset management, investment vehicles, and the portfolio management process.
• 2 Understand risk and return frameworks, including volatility, systematic risk, and value at risk.
• 3 Explore asset classes and investment vehicles, from equities and bonds to structured products.
• 4 Apply modern portfolio theory and optimize asset allocation with real constraints.
• 5 Analyze fixed income securities, duration, convexity, and interest rate hedging.
• 6 Understand equity valuation approaches and financial statement analysis for selection.
• 7 Use derivatives and hedging strategies to protect portfolio returns.
• 8 Discover alternative investments and private markets, including due diligence and fees.
• 9 Measure portfolio performance with attribution analysis and risk-adjusted ratios.
• 10 Develop client-focused portfolios informed by behavioral finance and communication best practices.
• 11 Integrate sustainable features such as climate risk into investment frameworks.
• 12 Apply global portfolio management techniques across developed and emerging markets.