Planning and Constructing Portfolios & Performance
Financial Regulation Courses (FRC)
Overview
The Planning and Constructing Portfolios & Performance course, offered by Financial Regulation Courses (FRC), delves into the key strategies for building and assessing investment portfolios.
The course covers essential topics such as asset allocation, risk-return analysis, and the performance evaluation of portfolios using benchmarks.
Learners will explore both active and passive management strategies and learn how to adjust portfolios to remain aligned with client goals and market conditions.
By the end of this course, participants will be able to design portfolios that optimise risk and performance and evaluate them effectively over time.
Learning Objectives
By the end of this course, learners will:
- Understand the principles of portfolio construction, including strategic and tactical asset allocation.
- Learn to assess risk and return using models like Modern Portfolio Theory (MPT).
- Explore the role of diversification in reducing risk and enhancing portfolio performance.
- Gain insight into active and passive investment strategies and when to apply each.
- Master the techniques for performance evaluation, using benchmarks such as the Sharpe Ratio and R-squared.
- Understand the process of portfolio review to ensure portfolios stay aligned with changing client goals and market conditions.
- Learn to make adjustments in portfolio strategies in response to economic and market shifts.
Learning Outcomes
Upon successful completion of the course, learners will:
- Be able to plan and construct portfolios tailored to specific client needs and risk profiles.
- Confidently apply strategic and tactical asset allocation strategies for optimal performance.
- Implement diversification techniques to mitigate risks and enhance portfolio stability.
- Assess portfolio performance using industry-standard metrics like the Sharpe Ratio, R-squared, and benchmark comparisons.
- Conduct regular portfolio reviews and make necessary adjustments based on market conditions and client changes.
- Make informed decisions on active vs. passive management, applying the appropriate strategy for the market environment.
- Ensure portfolios are aligned with long-term goals and responsive to economic trends.