Simulated Portfolio Management
This e-learning course 'Simulated Portfolio Management' supports you in mastering this topic in a professional context.
The aim of this course is to help you identify the key issues of portfolio management.
The examples, situational exercises, and case studies are designed to be easily transposable to different professional contexts and types of organizations.
Prerequisites
No specific prerequisites are required to follow this course.
Target Audience
Managers, HR managers, and employees concerned with the topic of 'Simulated Portfolio Management'.
Content
The course is structured into several complementary modules, combining theoretical contributions, practical applications, and interactive activities to facilitate the appropriation of concepts.
Training path
Why manage an investment portfolio effectivelyWhat if you started thinking like a real asset manager?Dive into this opening module to understand the crucial importance of portfolio management in finance.…What if you started thinking like a real asset manager?
Dive into this opening module to understand the crucial importance of portfolio management in finance. Whether you are a student or a young professional in finance or asset management, this module will help you lay the foundations of an essential skill in the industry.
You will discover:
• Why portfolio management is one of the keys to financial performance.
• How each decision impacts profitability and cumulative risks.
• The logics of diversification and rational asset allocation.
This module can be taken alone, as a strategic introduction to investing, or as the entry point of the complete e-learning path “Finance, Management Control & Purchasing,” dedicated to simulated portfolio management.
An immersive pedagogical approach, designed to combine awareness of the stakes and acquisition of professional reflexes.
Who is this module for?
- Finance students
- Juniors in asset management
- Curious about portfolio management
- Beginner professionals wishing to better understand structured investment
Why will you love it?
• For its pragmatic, clear, and contextualized approach
• Because it answers a real question: Why invest wisely, and how to avoid losing from the start?
• And because it lays the right foundations… before moving on to practice in the fictitious portfolio simulator (Module 5).
Effective management of your investment portfolioMaster the fundamental principles that govern successful investment decisions with this module dedicated to the basics of portfolio management. Whether you are a finance…Master the fundamental principles that govern successful investment decisions with this module dedicated to the basics of portfolio management. Whether you are a finance student or a professional at the beginning of your career in asset management, this module is an essential step to understanding the architecture of a balanced, diversified, and methodically managed portfolio.
✔ This module can be taken independently or integrated as the 2nd step of the complete pathway in "Finance, Management Control & Purchasing", specially designed to guide you towards a comprehensive mastery of applied financial tools.
💡 On the agenda:
- Understanding the levers of diversification to limit risks
- Assimilating the return/risk relationship, the cornerstone of any investment strategy
- Getting acquainted with essential models such as Markowitz's efficient frontier or the CAPM
- Deciphering the main performance indicators used by professionals
- Preparing to apply these concepts in a simulated portfolio management
Why is it essential?
Because good portfolio management does not rely on intuition, but on proven models, a strategic asset allocation, and a relevant risk analysis. This module grounds you in the fundamentals to build solid investment decisions – whether in an academic setting or within a professional strategy.
Active management techniques to optimize professional performanceMaster the levers of performance in an active management logicDo you want to move from theory to practice in portfolio management? This module gives…Master the levers of performance in an active management logic
Do you want to move from theory to practice in portfolio management? This module gives you the keys to appropriate the flagship techniques of active management, whether you are a finance student, a young professional in asset management, or a high-potential finance function player.
Through an immersive pedagogical approach, you will learn to build, adjust, and actively manage a fictitious portfolio, while integrating rules of diversification, risk management, and performance optimization.
This module can be taken independently or as part of the complete pathway dedicated to the theme of Finance, Management Control & Purchasing.
What you will experience in this module:
- Interactive scenarios confront you with the operational choices of an active manager
- Expert advice on where to look, how to analyze, and what to decide
- A targeted quiz to immediately validate the key skills acquired
- Common mistakes highlighted to accelerate your skill development
- A compact, actionable format that is immediately transferable to a professional environment
Why take this module?
- You are looking for a concrete and operational approach to active management
- You want to practice without risk through a simulated portfolio
- You want to identify the winning practices of the best professionals in the industry
- You need benchmarks to make good decisions quickly in volatile environments
Building a portfolio, adjusting it based on market signals, and making asset trades: these are all professional actions you will learn here.
Adaptive strategies for an effective innovation portfolioStandalone module or integrated into the "Finance, Management Control & Purchasing" pathwayPut your financial skills to the test in a realistic and engaging simulated…Standalone module or integrated into the "Finance, Management Control & Purchasing" pathway
Put your financial skills to the test in a realistic and engaging simulated environment.
Imagine yourself facing multiple economic contexts and investor profiles: will you be able to adapt your portfolio strategy and maintain balanced performance?
This interactive module immerses you in 3 practical cases where your decisions directly influence portfolio performance. You will act under realistic conditions, facing critical choices regarding diversification, risk management, or asset reallocation.
Ideal for finance students or junior professionals in asset management, this module allows you to transform your theoretical knowledge into practical reflexes.
A module accessible independently, or as a key step in the complete e-learning pathway "Finance, Management Control & Purchasing", designed to enhance expertise and employability.
What you will experience in this module:
• 3 interactive scenarios for immediate immersion
• A narrative thread with an evolving scenario based on your choices
• A diversity of client profiles and economic contexts to learn how to adjust your strategies
• Real-time feedback on the relevance of your financial decisions
• A stimulating training in dynamic portfolio management, to progress methodically
This module is for you if you are wondering:
• How to adapt my investment strategy according to risk profiles?
• What reflexes to adopt when the market changes suddenly?
• How to move from theory to practice in portfolio management?
• What are the classic mistakes to avoid in a portfolio simulation?
Take action, develop your decision-making agility, and make a difference in your future professional environments.
Master quiz - Simulated Portfolio ManagementImmerse yourself in an exciting educational challenge, inspired by the greatest game shows, and test your skills in Finance, Management Control & Purchasing through…Immerse yourself in an exciting educational challenge, inspired by the greatest game shows, and test your skills in Finance, Management Control & Purchasing through an original and playful format. This module can be taken independently or integrated into the overall path dedicated to Finance, Management Control & Purchasing.
You will need to correctly answer 15 successive questions to reach the top, while avoiding the classic traps that await both novice and experienced investors.
What awaits you:
- A tiered game with 3 levels of progress:
- Tier 1: Basic questions on financial fundamentals
- Tier 2: Contextualization and applied questions
- Tier 3: Strategic mastery and advanced analysis
- 3 jokers to assist you in your progress:
- 50/50 hint: eliminates two incorrect answers
- Call an expert: get contextual help on the subject
- Second chance: a new attempt on a wrong answer
- An engaging and scripted atmosphere that stimulates active memorization and learning through play
- Questions based on real situations related to portfolio management, diversification, arbitrage, and performance tracking
Objective: Review or validate your understanding of key concepts in simulated portfolio management, while developing your analytical and decision-making reflexes in a dynamic environment. An ideal format for self-assessment or preparing for an exam or a position in asset management.
For whom?
- Finance students looking to consolidate their knowledge
- Junior professionals in asset management or management control
- Anyone wishing to test their skills interactively
A playful, strategic, and remarkably effective module to progress quickly while having fun.