Investment Analysis & Portfolio Management
A practical professional programme focused on investment analysis & portfolio management, designed to strengthen financial capability, analytical judgement and organisational performance.
- Type
- Specialist
- Level
- Advanced
- Duration
- 5 days
- Delivery
- In person, Live online, In-house
- Languages
- English, Arabic
Investment Analysis & Portfolio Management develops the analytical capability required to evaluate investment opportunities and construct portfolios aligned with return objectives, risk tolerance and investment constraints.
The programme examines financial markets, security analysis, valuation, risk and return, diversification and portfolio construction. Participants also learn how portfolio performance should be monitored and evaluated.
The emphasis is on disciplined investment analysis rather than speculative decision-making.
Objectives
Understand the foundations of investment analysis and portfolio management.
Evaluate investment risk and expected return.
Apply fundamental valuation concepts to investment securities.
Understand diversification and portfolio construction.
Measure and evaluate portfolio performance.
Learning outcomes
Analyse investment opportunities using structured criteria.
Evaluate the relationship between risk and return.
Apply basic valuation techniques to securities.
Construct a diversified portfolio based on defined objectives.
Interpret portfolio performance and risk measures.
Who it is for
Investment analysts.
Portfolio-management professionals.
Finance and treasury professionals.
Banking and investment professionals.
Managers involved in investment decisions.
Programme modules
1. Investment Analysis Foundations
Investment objectives
Asset classes
Risk and return
Investment constraints
2. Financial Market Analysis
Market structure
Economic factors
Industry analysis
Market information
3. Security Analysis and Valuation
Equity analysis
Fixed-income analysis
Valuation principles
Investment assumptions
4. Portfolio Risk and Diversification
Portfolio risk
Correlation
Diversification
Systematic and specific risk
5. Portfolio Construction
Investment objectives
Asset allocation
Security selection
Portfolio constraints
6. Performance Evaluation
Portfolio returns
Benchmarking
Risk-adjusted performance
Portfolio review and rebalancing
Methodology
The programme uses investment cases, market data, valuation exercises and portfolio-construction scenarios. Participants analyse investments and make portfolio decisions using explicit objectives and risk considerations.
Assessment
Assessment includes investment-analysis exercises and a final portfolio case requiring participants to evaluate assets, construct a portfolio and justify their investment choices.
Certificate
Certificate of Completion
For your organisation
This programme can be delivered for a single organisation, team or institution, and adapted to your context, participants and objectives.
Organisational delivery is scoped and priced individually, and is not booked from this page.
Upcoming sessions
No dates are scheduled at present.
Institutional needs addressed
Related expertise
Related capabilities
Training & Professional Development
Structured professional learning that develops practical, role-relevant knowledge and capability.
Consulting & Advisory
Structured advisory support for strategy, governance, performance, transformation and organisational decision-making.