Portfolio Management and Investment Analysis

Start Date End Date Venue Fees (US $)
16 Nov 2025 Riyadh, KSA $ 3,900 Register

Portfolio Management and Investment Analysis

Introduction

This Portfolio Management and investment analysis course address a gap in the Management-by-projects field across all types of organizations (i.e., profit, nonprofit, and government)- that is, the need for a documented set of processes that represent generally recognized good practices in the discipline of portfolio management. While project management and program management have traditionally focused on “doing the work right,” portfolio management is concerned with “doing the right work.” The term “portfolio” has been in use for some time and is used throughout many diverse organizations; therefore, the term has come to represent different meanings. It is recognized that there are many types and varieties of portfolios; for example, in the financial industry, a portfolio is a collection of investment instruments (stocks, bonds, mutual funds, commodities, etc.). This standard does not attempt to address those types of portfolios; furthermore, there is no attempt to bridge this standard to those other kinds of portfolios. For the purpose of this standard, the focus is on “project portfolio” management. It will be referred to simply as “portfolio” management.

Objectives

    At the completion of this course the student will be able to:

    • Know investment alternatives
    • Optimally diversify and make efficient portfolios
    • Allocate funds between risk-free and risky assets and choose portfolio as par the risk tolerance of investors
    • Know and practice to trade at KSE
    • Know how margin financing at KSE works
    • Calculate the cost of equity with CAPM and DDM
    • Value stocks and bonds and find under/over-valued stocks
    • Understand various technical indicators like a stochastic oscillator, MACD, DMA, RSI, etc.
    • Relate Portfolio Management to Project and Program Management
    • Describe generally accepted processes associated with Portfolio Management and investment analysis
    • Present and describe the required elements for Portfolio Management
    • Identify the required tools and techniques needed in each process in the Portfolio Management

Training Methodology

This is an interactive course. There will be open question and answer sessions, regular group exercises and activities, videos, case studies, and presentations on best practices. Participants will have the opportunity to share with the facilitator and other participants on what works well and not so well for them, as well as work on issues from their own organizations. The online course is conducted online using MS-Teams/ClickMeeting.

Who Should Attend?

This course targets Senior Managers, Management staff in charge of organization strategy, Portfolio managers, members of a strategic and/or portfolio management office, Managers of projects, Program managers, Functional managers and process owners with resources in a portfolio, Educators teaching the management of portfolios and related subjects, Consultants and other specialists in the project, program, and portfolio management and related fields, and Trainers developing.

Course Outline

Understanding Investments:

  • The nature of investments
  • Understanding the investment decision process

Investment Alternatives:

  • Organizing financial assets
  • Money market securities
  • Fixed-income securities
  • Equity securities
  • Derivative securities (Futures and Options)

Indirect Investing:

  • Investment company
  • Types of investment companies
  • Major types of mutual funds
  • Net Asset Value
  • Mutual Fund Returns

Introduction, Portfolio Management Overview and Organization, Portfolio Management Processes, Portfolio Governance

  • Get to know classmates (company, industry, background)
  • Portfolio Management context, lifecycle, Roles & Responsibilities
  • Portfolio Management processes overview, ten portfolio governance processes, and four portfolio risk management processes
  • Portfolio Management Governance, identify, categorize, evaluate, select and prioritize components

Portfolio Management Governance, Portfolio Risk Management

  • Balance Portfolio, applying quantitative methods, communicate portfolio adjustment
  • Authorize Components, approve funding and resources, Review and report portfolio performance
  • Recommendations to business, monitor business strategy change, setting up new criteria
  • Portfolio Risk Management, identify portfolio risks, analyze portfolio risks, building risk register
  • Develop portfolio risks responses, select response strategy, monitor and control portfolio risks, request portfolio changes

Accreditation

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