The Fundamentals Of Investment Analysis And Portfolio Management

The aim of this workshop is to provide students with the theoretical and practical tools needed for the analysis of investments and management of portfolios.

The workshop introduces critical investment concepts like security valuation, portfolio selection, asset allocation and portfolio evaluation. Examples will involve portfolios comprising equity, debt, hedge funds, derivatives, foreign assets & crypto-assets.

On the practical level, this workshop will be directly involved with the dynamics that take place within the Johannesburg Stock Exchange (JSE).

Workshop Outline:

• The Economy in the context of investing
• Introduction to investing
• The major financial instruments available to investors
• The basic approaches used to valuing financial instruments
• The basic approaches used to make sound investment decisions
• Fundamental and Technical Analysis
• Market Efficiency
• Portfolio Management
• Selection of the asset mix
• Formulation of portfolio strategy
• Security analysis
• Portfolio execution
• Portfolio revision
• Portfolio evaluation

The Workshop Is Aimed At:

• Early-Career financial services professionals
• Aspiring finance or investment professionals
• Financial advisors & brokers
• Regulators looking to understand current trends in financial markets
• Non-finance professionals who want to understand how investment management and portfolio management work.