Fundamentals Of Portfolio Management

Portfolio Management Fundamentals training delivers the tools and methods to assist you monitor the portfolio and project sources to enhance the portfolio management implementation in your corporation.

Portfolio Management Fundamentals training offers a systematic method to generating and management of a project portfolio. It allows you comprehend the importance of portfolio management; determine and describe the portfolio stakeholder tasks and responsibilities; outline and apprehend a portfolio management procedure; determine tools, approaches, and strategies for portfolio management; and distinguish the roles of the program management office (PMO) or portfolio executive office (PEO) in effective portfolio management.

In fact, through Portfolio Management Fundamentals training, you will realize how to optimize the quantity and strategic significance of the projects that your corporation accomplishes.

Moreover, you will get to learn about the terms of active portfolio management and investment analysis as well.

Audience Profile:

• Program managers
• Product managers
• Portfolio managers
• Senior executives accountable for corporation policies
• Managers accountable for generating organizational policies or for offering strategic recommendations
• Members of portfolio, program, or project offices
• Operational managers
• Project team personnel, clients, and other stakeholders of the portfolio management process

At Course Completion:

• After completing this course, students will be able to:
• Distinguish portfolio management from other management types
• Connect projects to corporate strategic goals
• Describe what is included in project prioritization in big, complex corporations
• Derive and use a model of project prioritization to integrate the multiple angles of project value
• Give priority to various projects based on their strategic value
• List projects based on the strategic priorities to optimize the advantages stemmed from a corporation capability to finish projects
• Increase the volume of projects as much as possible to be accomplished by creating defensive ability of non-limiting resources
• Optimize the value of projects that are over by making sure that the proper projects are being accomplished in the right order
• Facilitate the portfolio management procedure by concentrating the management attention on the bottlenecks to project accomplishment
• Consider portfolio management effectiveness as a factor to the participation of the Project Management Office
• Evaluate the advantages of portfolio management
• Analyze the role of project portfolio management in the organizational achievements
• Develop a pattern for determining and using selection requirements to project portfolio elements
• Explain and elaborate the bases of strategic resourcing
• Express efficient project portfolio documents
• Choose the tools and approaches to equalize a project portfolio

Modules:

• Module 1: Overview of Portfolio Management
• Project portfolio definition
• Project portfolio management definition
• What is governance
• Why do we need a project portfolio?
• Managing the resources
• Private sectors vs Federal agencies
• The Project Management Office (PMO)
• Portfolio management architecture
• Module 2: Elements of Portfolio Management
• Resources accessibility
• How to prioritize elements of portfolio?
• How to balance out the project portfolio?
• How to deliver investment oversight
• Module 3: Getting Started on the Project Portfolio Management
• The goal of portfolio documentation
• Quantity metrics
• Project portfolio reports
• Administrative dashboards
• Portfolio risk analysis
• Managing caveats
• Portfolio risk management effective policies
• Seizing investment data
• Module 4: Managing the Project Portfolio
• Review the performance of portfolio
• Portfolio evaluations
• The frequency of portfolio evaluation
• Yearly portfolio review
• Factors of success in portfolio management
• Project portfolio management drawbacks
• Portfolio requirements
• Module 5: Active Portfolio Management Fundamentals
• Consensus expected revenue: The CAPM
• Risk
• Outstanding revenue, standards, and added value
• Remaining risk and return
• The fundamental principal of dynamic management
• Module 6: Expected Revenues and Assessment
• The arbitrage pricing philosophy
• The concept of valuation
• The exercise of valuation
• Module 7: Active Portfolio Management Performance
• Effective predictions
• Information assessment
• Portfolio structure
• Transactions expenses, revenue, and tradeoff
• Implementation Evaluation
• Benchmark timetabling
• Module 8: Investment Management Process
• Difference between investing and financing
• Difference between direct and indirect investment
• Investment environment
• Financial markets
• Investment management procedure
• Module 9: Computable Methodologies of Investment Assessment
• Investment income and risk
• Return on investment and expected rate of return
• Investment risk. Variance and standard deviation
• Relationship between risk and return
• Covariance
• Relationship and coefficient of determination
• The revenues on stock vs market portfolio
• Distinctive line and Beta factor
• Residual variance
• Module 10: Portfolio Management and Evaluation
• Difference between active and passive portfolio management
• Difference between strategic and tactical asset distribution
• Managing and modification of the portfolio
• Portfolio performance matrices
• Module 11: Psychological Features of Investment Management
• Boldness
• Character impact
• Insights of investment risk
• Psychological accounting and investing
• Sentiments and investment decisions
• Module 12: The Philosophy Behind Investment Portfolio
• Markowitz portfolio theory
• The predictable rate of revenue and risk of portfolio
• Capital asset pricing theory
• Market Effectiveness concept
• Module 13: Stocks Investment
• Stock as unique investment
• Stock evaluation for investment decision-making
• How to manage investment in stocks
• Stock estimation
• Creation of stock portfolios
• Stocks investment policies
• Module 14: Bonds Investment Management
• Bonds ID and categorization
• Bond assessment: structure and contents
• Quantitative evaluation
• Qualitative evaluation
• Market interest rates evaluation
• How to make a wise investment in bonds
• Bond evaluation
• Bonds investment policies