Duration 3 days – 21 hrs
Overview
This Portfolio Management Training Course is designed to provide banking professionals with a comprehensive understanding of how to effectively manage investment and credit portfolios. Participants will gain insights into strategic allocation, performance measurement, risk management, and optimization of banking portfolios to align with regulatory requirements and institutional goals. The training balances theory and practical applications, helping bankers make informed decisions that enhance portfolio performance and minimize risk.
Objectives
- Understand the fundamentals of portfolio management in a banking context.
- Identify and assess portfolio risks including credit, interest rate, and market risk.
- Apply portfolio diversification and asset allocation strategies.
- Evaluate and measure portfolio performance using key metrics.
- Implement best practices in active and passive portfolio management.
- Align portfolio strategies with regulatory frameworks and economic conditions.
Audience
- Portfolio Managers
- Investment Officers
- Risk Managers
- Treasury Professionals
- Relationship Managers
- Credit Officers
- Bank Executives and Strategy Planners
- Finance and Banking Professionals involved in asset and credit management
Pre- requisites
- Basic understanding of financial products and services
- Familiarity with banking operations and risk management concepts is recommended
Course Outline
Day 1: Foundations of Portfolio Management
- Introduction to Portfolio Management in Banking
- Types of Portfolios: Investment vs. Credit
- Key Concepts: Return, Risk, and Diversification
- Strategic vs. Tactical Asset Allocation
- Portfolio Theory and Modern Portfolio Concepts
Day 2: Risk Management and Performance Evaluation
- Identifying Portfolio Risks: Credit, Market, Liquidity, and Operational
- Risk-Adjusted Performance Measures (Sharpe Ratio, Alpha, Beta, etc.)
- Stress Testing and Scenario Analysis
- Performance Attribution and Benchmarking
- Portfolio Reporting and Review Process
Day 3: Portfolio Optimization and Regulatory Considerations
- Portfolio Optimization Techniques
- Credit Portfolio Management Strategies
- Active vs. Passive Portfolio Management
- Regulatory Requirements (BSP Guidelines, Basel III, IFRS 9)
- Case Studies and Practical Exercises
- Developing and Presenting a Portfolio Strategy
