Performance and Reviewing of Portfolios

Master portfolio performance evaluation and review techniques with Financial Regulation Courses (FRC). Learn about benchmarking, portfolio measurement, rebalancing, and the impact of market changes on investment strategies.

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Created by Financial Regulation Courses



Performance and Reviewing of Portfolios


Financial Regulation Courses (FRC)


Overview


The Performance and Reviewing of Portfolios course, offered by Financial Regulation Courses (FRC), provides a comprehensive guide to evaluating investment portfolios and assessing their performance.
Learners will explore essential concepts like benchmarking, portfolio measurement, and review processes.
The course covers the key indices used for performance evaluation, the impact of asset allocation, and the importance of periodic portfolio reviews to ensure alignment with client goals and market conditions.
By the end of the course, learners will be able to effectively manage and assess portfolios using industry-standard metrics and techniques.


Learning Objectives


By the end of this course, learners will:


  • Understand the purpose and limitations of portfolio evaluation and the role of benchmarking.

  • Explore major stock market indices used for performance measurement, including FTSE 100, MSCI World, and S&P 500.

  • Learn how to apply performance attribution to evaluate the contributions of asset allocation, stock selection, and sector allocation.

  • Analyse absolute and relative returns and understand how to evaluate portfolios in terms of risk-reward ratios and volatility.

  • Evaluate the impact of currency movements on portfolio returns.

  • Understand the importance of portfolio reviews and how to address key factors such as client changes, market shifts, and investment product updates.

  • Apply the principles of portfolio rebalancing and benchmark reviews as part of the portfolio management process.


Learning Outcomes


Upon successful completion of the course, learners will:


  • Demonstrate the ability to assess portfolio performance using benchmark comparisons and performance attribution.

  • Calculate and analyse absolute and relative returns of portfolios and apply these concepts to real-world investment scenarios.

  • Implement portfolio reviews to address changes in client circumstances, market conditions, and the introduction of new financial products.

  • Manage portfolio rebalancing to ensure alignment with investment goals and risk tolerance.

  • Conduct comprehensive reviews of investment benchmarks and adjust portfolio strategies as needed.

  • Understand the impact of currency fluctuations on global investments and incorporate these insights into portfolio management.

£299.99

Interest Free Payment Plans

This Text course includes:
Downloadable content
Video Available
Estimated Duration :
5:00 Hours
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Certificate of Completion

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