Portfolio Management Theory and Application

Banking, Insurance and Financial Services October 25, 2025
Enquire About This Course

Introduction

This advanced course provides comprehensive coverage of portfolio management theory and its practical applications in investment management. Participants will learn about modern portfolio theory, asset allocation strategies, risk management techniques, and performance measurement frameworks used by professional portfolio managers. The curriculum covers both theoretical foundations and real-world implementation challenges, including behavioral aspects, regulatory considerations, and the integration of environmental, social, and governance factors. Through case studies and portfolio simulation exercises, learners will develop the expertise to construct and manage diversified investment portfolios that meet client objectives across different market conditions.

Objectives

Upon completion of this course, participants will be able to:

  • Apply modern portfolio theory in practice
  • Develop optimal asset allocation strategies
  • Implement risk management frameworks
  • Measure and analyze portfolio performance
  • Integrate ESG factors into investment decisions
  • Manage behavioral biases in portfolio management
  • Navigate regulatory requirements
  • Develop investment policy statements
  • Implement rebalancing strategies

Target Audience

  • Portfolio Managers
  • Investment Analysts
  • Wealth Managers
  • Financial Advisors
  • Institutional Investors
  • Risk Management Professionals
  • Investment Committee Members

Methodology

  • Portfolio construction exercises
  • Case studies on investment strategies
  • Risk analysis workshops
  • Performance measurement simulations
  • ESG integration scenarios
  • Investment committee role-playing

Personal Impact

  • Enhanced portfolio management skills
  • Improved risk assessment capabilities
  • Stronger analytical abilities
  • Better investment decision-making
  • Enhanced strategic thinking

Organizational Impact

  • Improved investment performance
  • Enhanced risk management
  • Better client outcomes
  • Increased assets under management
  • Reduced portfolio volatility

Course Outline

Unit 1: Portfolio Theory Foundations

Theoretical Framework
  • Modern portfolio theory concepts
  • Efficient frontier analysis
  • Capital asset pricing model
  • Arbitrage pricing theory

Unit 2: Asset Allocation

Strategic Planning
  • Strategic asset allocation
  • Tactical asset allocation
  • Dynamic allocation strategies
  • Liability-driven investing

Unit 3: Risk Management

Portfolio Protection
  • Risk measurement techniques
  • Diversification strategies
  • Hedging approaches
  • Stress testing applications

Unit 4: Performance Measurement

Evaluation Framework
  • Performance attribution analysis
  • Risk-adjusted return measures
  • Benchmark selection and construction
  • Reporting standards

Unit 5: Behavioral Aspects

Psychological Factors
  • Investor psychology
  • Behavioral portfolio theory
  • Emotional discipline techniques
  • Decision-making frameworks

Unit 6: ESG Integration

Sustainable Investing
  • ESG factors in portfolio construction
  • Impact investing strategies
  • Screening and selection criteria
  • ESG performance measurement

Unit 7: Implementation

Practical Applications
  • Investment policy statements
  • Rebalancing methodologies
  • Manager selection processes
  • Regulatory compliance

Ready to Learn More?

Have questions about this course? Get in touch with our training consultants.

Submit Your Enquiry