Overview:

In this training we will look at the framework of investment analysis and portfolio construction with desired risk/return characteristics. We will examine capital markets and fundamental models used in securities analysis and portfolio management. Topics include financial instruments, the organization of securities markets and trading, asset pricing models, market efficiency, behavioral finance and technical analysis, valuation of equities, active versus passive investing, the role of derivative securities in investing, and performance evaluation.

What we will cover:

Portfolio Analysis & Attribution

Risk Management

The Rise of Passive Investing : Benefits & Challenges

Modern Portfolio Theory

Warren Buffet Investment Thesis

Hedge Fund Strategies

Art of Effective Investment Management