The basics of portfolio management

The basics of portfolio management

Description

Module: The Basics of Portfolio Management

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 starting out in asset management, this module is an essential step in 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 “Finance, Management Control & Procurement”, specially designed to guide you towards a complete mastery of applied financial tools.

On the program:

  • Understand diversification levers to limit risks
  • Understand the risk/return ratio, the pillar of any investment strategy
  • Get started with essential models such as the Markowitz efficient frontier or the CAPM
  • Decipher the main performance indicators used by professionals
  • Prepare to apply these concepts in simulated portfolio management

Why is this essential?

Because good portfolio management is not based on intuition, but on proven models, strategic asset allocation, and relevant risk analysis. This module anchors you in the fundamentals to build solid investment decisions – whether in an academic setting or within a professional strategy.

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