| Course Title |
|
Portfolio Management |
| Course Category |
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Online |
| Target Audience |
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This course is designed for institutional investors who wish to advance their knowledge of derivatives to be able to confidently select and integrate these instruments into their portfolios.
|
| Continuing Education |
|
Professional Development:
CA, CGA, CMA, IDA
8 MX CE Credits
8 CE Credits : Advocis #AD3313
|
| Prerequistes |
|
Derivatives : Basic Concepts Series / Courses 1, 2, and 3, and basic knowledge of financial mathematics.
or
Participants must be familiar with financial mathematics as well as with the following basic derivative concepts :
· Basic characteristics of derivative contracts
· Pricing techniques of derivative contracts
· Rudimentary uses of derivative contracts
· Basis trading strategies using derivative contracts |
| Objectives |
|
Upon completion of this course, participants will have in-depth knowledge of equity, index, commodity and currency derivatives. Participants will be able to use futures, forwards and options on these various underlying assets as well as to implement simple and complex derivatives strategies in a portfolio context. Participants will also be able to use derivative instruments to solve common everyday investment problems and understand the risks and rewards inherent to derivative products.
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| Subject by level |
|
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| Topics |
|
Portfolio Management and Derivative Strategies
Introduction to Portfolio Management - Portfolio Thinking Vs. Asset Thinking - Investment Objectives - Risk - Diversification - Asset Class Selection - Derivatives and Portfolio Management Principles
Implementing Derivative Strategies - Overview of Derivative Strategies - A Derivatives Framework - Put-Call Parity - Specific Strategies - Risk Measurement of Derivative Portfolios - Value At Risk - Scenario Testing - Operational Issues |
| Duration |
|
This online course is equivalent to an in-class course with a duration of 8 hours. Online courses are self-paced, and the time necessary to complete each course will vary with each student. |
| Time to comple the course |
|
Six months (user account can be deactivated after this period) |
| Date |
|
Available now |