Analytics in Investor Management

INTRODUCTION

Investment management is the management of financial assets and other investments, not just the purchasing and selling of them. Developing a short- or long-term plan for acquiring and disposing of portfolio holdings is part of management. Banking, budgeting, and tax services and duties may also be included.

The phrase most commonly relates to managing the securities in an investment portfolio and trading them in order to attain a certain financial goal. Money management, portfolio management, and wealth management are all terms used to describe investment management. You will be able to combine and analyze all of your company and financial data to evaluate net assets in real-time, estimate portfolio risk, and analyze the investment market using alternative data if you take this course.

COURSE METHODOLOGY

This course is designed in the form of workshop which will includes a variety of learning tools to help participants function effectively and efficiently in a multifunctional environment through various methodologies including;

• Short lectures
• Brainstorming
• Case studies
• Group activities
• Role playing

COURSE OBJECTIVES

The attendees of this Certificate Program will be able to:

• Forecast future returns by analyzing past returns
• Use factors to understand risk
• Perform portfolio optimization and analysis
• Do performance evaluation.

 WHO SHOULD ATTEND THIS COURSE?

• Managers
• Supervisors
• Executives
• Leaders
• Investment manager
• Finance manager
• Portfolio manager
• Anyone who is seeking improvement in skills for enhanced performance and career development

TARGETED SKILLS

• Investment analysis
• Investor management
• Analytical skills
• Trend analysis
• Decision making