Portfolio Management Fundamentals Training

Portfolio Management
Fundamentals Training
Call Us Today: +1-972-665-9786
https://www.tonex.com/training-courses/portfolio-management-fundamentals-training/
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Since 1993, Tonex has specialized in providing industry-leading training, courses, seminars,
workshops, and consulting services. Fortune 500 companies certified.

Since 1993, Tonex has specialized in providing industry-leading training,
courses, seminars, workshops, and consulting services.
Why Tonex ?
--Presenting highly customized learning solutions is what we do. For over 30
years TONEX has worked with organizations in improving their
understanding and capabilities in topics often with new development,
design, optimization, regulations and compliances that, frankly, can be
difficult to comprehend.
--Ratings tabulated from student feedback post-course evaluations show an
amazing 98 percent satisfaction score.
--Reasonably priced classes taught by the best trainers is the reason all kinds
of organizations from Fortune 500 companies to government’s most
important agencies return for updates in courses and hands-on workshops

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Audience:
3-day course designed for:
• 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
Price: $2,999.00 Length: 3 Days
Portfolio Management Fundamentals Training

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.
TAKE THIS COURSEPortfolio Management Fundamentals Training

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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.
TONEX Training Format
Portfolio Management Fundamentals training is combined of theory and hands-on modules.
Theory and concepts are delivered through interactive lectures and presentations
Practical activities are provided through hands-on workshops, seminars, and group activities

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Training Objectives:
• 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 so as 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

TONEX TRAINING
Portfolio
Management
Fundamentals
Training
3 Days Course
Call Us Today:
+1-972-665-9786
TAKE THIS COURSE

TAKE THIS COURSE
Course Outline:
• Overview of Portfolio Management
• Elements of Portfolio Management
• Getting Started on the Project Portfolio Management
• Managing the Project Portfolio
• Active Portfolio Management Fundamentals
• Expected Revenues and Assessment
• Active Portfolio Management Performance
• Investment Management Process
• Computable Methodologies of Investment Assessment
• Portfolio Management and Evaluation
• Psychological Features of Investment Management
Optional Topics:
• The Philosophy Behind Investment Portfolio
• Stocks Investment
• Bonds Investment Management

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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

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Elements of Portfolio Management:
• Resources accessibility
• How to prioritize elements of portfolio?
• How to balance out the project portfolio?
• How to deliver investment oversight
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

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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
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

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Expected Revenues and Assessment:
• The arbitrage pricing philosophy
• The concept of valuation
• The exercise of valuation
Active Portfolio Management Performance:
• Effective predictions
• Information assessment
• Portfolio structure
• Transactions expenses, revenue, and tradeoff
• Implementation Evaluation
• Benchmark timetabling

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Investment Management Process:
• Difference between investing and financing
• Difference between direct and indirect investment
• Investment environment
• Financial markets
• Investment management procedure
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

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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
Psychological Features of Investment Management:
• Boldness
• Character impact
• Insights of investment risk
• Psychological accounting and investing
• Sentiments and investment decisions

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Optional Topics
The Philosophy Behind Investment Portfolio:
• Markowitz portfolio theory
• The predictable rate of revenue and risk of portfolio
• Capital asset pricing theory
• Market Effectiveness concept
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
Bonds Investment Management:
• Bonds ID and categorization
• Bond assessment: structure and contents
• How to make a wise investment in bonds
• Bond evaluation
• Bonds investment policies

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TONEX Hands-On Sample Workshop for Portfolio Management:
• Consider performing portfolio management project for a legal firm
• Assume you have two objectives:
• Consider the following projects as the strategies associated with the profitability:
• Consider the following projects as the strategies related to the production expansion:
• By gathering information, identify the following:
• Strategic evaluation
• Portfolio analysis
• New project assessment
• Existing state
• Conclusion

Contact Tonex Training Expert
Dallas, TX:
1400 Preston Rd., Suite 400
Plano, Texas 75093
Tel: +1-972-665-9786
Washington, DC:
1025 Connecticut Ave, NW Suite 1000
Washington, DC 20036
Tel: +1-202-327-5404
International: +1-214-762-6673
Fax: +1-972-692-7492
Visit Tonex website
https://www.tonex.com/

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Portfolio Management Fundamentals Training

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Portfolio Management Fundamentals Training