The Fundamentals Of Investment Analysis And Portfolio Management

by SAIFM (South African Institute of Financial Markets) Claim Listing

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.

R4884.8

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img Duration

1 Day

Course Details

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.
  • Johannesburg Branch

    Ground Floor Building 27, Woodlands Office Park, 20 Woodlands Drive, Woodmead, Johannesburg
  • Teacher's Name
  • Steven
  • Teacher's Experience
  • Dr Steven Msomi is a Fellow & sits on the Board of Governors of the South African Institute of Financial Markets (SAIFM). He is the CEO of Kabusha Advisory, which is a mergers & acquisitions, transaction advisory and capital raising entity. He has a PhD in Finance from KwaZulu-Natal University, a Master’s degree in Finance from the University of Southern Queensland in Australia and other qualifications from different institutions. Steven recently completed the Blockchain & crypto-assets certificate from University of Cape Town. Steven has over 20 years of corporate experience with over ten years in mergers & acquisitions, transaction advisory and capital raising roles. Steven has extensive corporate experience having worked for companies like Rand Merchant Bank, FNB Private Clients, PSG Konsult, South African Breweries, Sanlam and KwaZulu-Natal University. Steven has been lecturing on a part-time basis from 2004 as he has passion for sharing information, having lectured Finance to MBA students at UKZN, and has supervised 30 Masters dissertations. He has facilitated programmes for different private and government entities which include ABSA, Trade & Investment KwaZulu-Natal, Ithala Bank, Umngeni Water, University Extended Learning, and many others. Steven has facilitated the following programmes: Accounting & Finance for Entrepreneurs, Blockchain & Crypto-assets, Finance for Non-Financial Managers, Management Development Programme, Equity Investment Management Programme, Portfolio Management Accounting & Finance, Project Packaging, Financial Modeling, Share Trading & Investments, due diligence & valuation, JSE for Youth. He has presented in radio stations and conferences in and outside of South Africa and sits on Digitlab and Blockchain Global Strategies (BGS) corporate Boards.
  • Gender
  • Male
  • Teacher's Nationality
  • N/A

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