Introduction

As financial markets expand globally, the ability to invest across various asset classes—such as stocks, liquid funds, gold, and mutual funds—has become essential. Mastering investment analysis enables individuals and organizations to make informed investment choices, maximizing profitability while minimizing risk.

This Portfolio Investment Analysis training course equips participants with the technical skills necessary to construct a well-diversified portfolio with minimal variance. Participants will gain insights into capital market dynamics and the relationships between different asset classes. Additionally, the course emphasizes not only quantitative analysis but also the experiential wisdom of seasoned investors.

This keleaders training will cover:

• The application of statistical tools for data presentation.
• Optimal debt-to-equity ratios.
•  Dividend policy decisions.
• Comprehensive investment analysis.
• The influence of economic indicators.

 Objectives

The Portfolio Investment Analysis training course aims to provide participants with knowledge of:

• The various asset classes available in financial markets.
• Methods to assess portfolio risk and performance.
• The relationship between economic indicators and portfolio outcomes.
• Financial analysis techniques for evaluating investee companies.
• The process of going public (IPO).

Training Methodology

The philosophy of this course is that finance is both a practical and real-world discipline. Each topic is supported by real-life examples, allowing participants to apply the concepts through hands-on exercises. Proficiency in Excel is a key component of the training, with numerous topics requiring spreadsheet usage.

Organizational Impact

By enrolling staff in the Portfolio Investment Analysis training, your organization will benefit from:

• Exposure to advanced financial products and techniques beyond their current roles.
• Updated industry-standard methods for portfolio investment and risk assessment.
• Enhanced Excel skills tailored for investment analysis.
• Improved ability to identify correlated risks among different asset classes.
• Awareness of common pitfalls in portfolio construction.

 Personal Impact

Attending this training course will enable you to:

• Expand your knowledge of various financial products.
• Gain a deeper understanding of asset selection for portfolio construction.
• Analyze financial statements using Excel.
• Measure and manage investment risk effectively.
• Understand the impact of economic indicators on performance.

Who Should Attend?

This training course is ideal for:

• Financial market professionals seeking to broaden their investment analysis skills.
• Mid- to senior-level managers who joined the industry over 10 years ago and want to refresh their expertise.
• Regulators aiming to understand current trends in financial markets.
• New entrants to the financial industry interested in capital markets and portfolio theory.

Course Outline

 Day 1: Quantitative Methods

• Application of statistical techniques in financial markets
• Descriptive statistics: mean, variance, standard deviation, covariance, correlation, skewness, kurtosis
• Choosing appropriate charts for data representation
• Regression analysis

 Day 2: Corporate Finance

• Corporate structure: debt vs. equity
• Corporate governance
• Mergers and acquisitions
• Investment appraisal
• Dividend decision-making

Day 3: Financial Reporting and Analysis

• Overview of annual financial statements: balance sheet, income statement, cash flow statement
• Ratio analysis: industry metrics
• Case studies: Apple vs. Microsoft, Next vs. Tesco

Day 4: Economics

• Key macroeconomic indicators
• Macroeconomic policy tools
• Exchange rate policies
• Leading indicators and sentiment indicators

Day 5: Equity Investments

• Types of equity investments: ordinary shares, preference shares, ADRs, and ETFs
• IPOs and rights issues
• Market indices
• International equity market linkages