Investment Portfolio: Construction and Management

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Learn to manage your own investment portfolio with our communication and career development courses in Sydney.

If you have an investment portfolio or are looking to build a portfolio from cash, this course will outline an investment framework based on the work of many Nobel laureates (economics) and professional fund managers.

Each individual, family and organisation have different investment time frames, return objectives and risk constraints therefore no universal portfolio exists that is suitable for all investors. In light of that, this presentation will step you through a methodical process to help you to build a portfolio designed to maximise the chances of achieving your desired objectives, whatever they may be.

This course is designed to give you an understanding of different investment philosophies and approaches used by large professional organisations to gain exposure to a globally diversified investment portfolio and demystifies how some professional organisations approach the construction of a globally diversified portfolio. It will teach you the philosophy supporting a Chief Investment Officer (CIO) and the theory behind adopting an institutional investment approach.

This course advocates using an institutional investment approach rather than that of a DIY part-time stock picker.

Outcomes

By the end of this presentation you will:

  • be able to apply smart techniques used by the some of the most successful fund managers in Australian and around the world
  • know how to access research and investments that may add additional performance and/or cost savings to your investment accounts
  • understand your options and be able to carefully analyse where and how to access advice and investments
  • appreciate the complex world of financial markets and the financial intermediaries who can be both a positive and negative influence on the achievement of an investors objectives
  • know how to build a portfolio most cost-effectively and efficiently to ensure that more of your money remains in your portfolio and not in an intermediary’s hands
  • be able to effectively measure the success of your decisions.

Ideal for

This lecture is designed for everyone who has or is thinking of building an investment portfolio for either growth or income or both.

Course content

  • Introduction
  • What is portfolio investing for retail investors?
  • Diversification – the most important consideration when investing. Why is it poorly understood.
  • How to conduct portfolio analysis by using the examples by real world fund managers
  • What is risk? Why is it poorly understood?
  • Asset allocation, how to properly spread your money over various asset classes to reduce risk. What are the different types of assets?
  • Understand the different structures that are available to help you to reduce unnecessary costs
  • Discuss the various cost propositions in the market from financial intermediaries and investment managers
  • Learn how to measure and benchmark your portfolio against peers and against your stated objectives. Ie risk and cost adjusted returns
  • Portfolio solutions available in the Australian marketplace
  • Summary of all of the above

Please bring to class

  • A notepad and pen or open word document or digital note pad for taking notes digitally

We provide

  • Digital handouts

Disclaimer

The information provided in this course is general in nature and does not constitute advice.

Other information

  • This course does not provide advice on how to invest in single stocks. It is about constructing a diversified portfolio.

This course has no current classes. Please join our waitlist and we will notify you when we have places available. Join Waitlist

This course has no current classes. Please join our waitlist and we will notify you when we have places available. Join Waitlist

Course testimonials:

  • said: Very useful - has given me a lot to think about.

  • said: How to get started - answer some questions to make a plan

  • said: The Tutor seemed very knowledgeable and up to date with the latest thinking in the investment industry. Answered all questions well. One problem, not the Tutors fault, was there was a very wide difference in the knowledge and experience of students within the classroom group.

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