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PORTFOLIO
MANAGEMENT
Leadership & Management Course
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
Portfolio Management Fundamentals training
conveys the instruments and techniques to help you
screen the portfolio and task sources to upgrade the
portfolio management execution in your enterprise.
Portfolio Management Fundamentals training offers a
methodical technique to producing and management
of a venture portfolio.
Portfolio Management
https://www.tonex.com/training-courses/portfolio-management-fundamentals-training/
Actually, through Portfolio Management
Fundamentals training, you will acknowledge how to
upgrade the amount and vital noteworthiness of the
activities that your enterprise achieves.
Additionally, you will get the chance to find out about
the provisions of dynamic portfolio management and
venture examination also.
Portfolio Management
https://www.tonex.com/training-courses/portfolio-management-fundamentals-training/
Portfolio Management
https://www.tonex.com/training-courses/portfolio-management-fundamentals-training/
you will get to learn about the terms of active
portfolio management
TONEX Training Format
• Portfolio Management Fundamentals training is
consolidated of hypothesis and hands-on
modules.
• Hypothesis and ideas are conveyed through
intelligent talks and introductions
• Down to earth exercises are given through hands-
on workshops, classes, and gathering exercises
Portfolio Management
https://www.tonex.com/training-courses/portfolio-management-fundamentals-training/
Audience
Portfolio Management Fundamentals training is a 3-
day course intended for:
• Program administrators
• Item administrators
• Portfolio administrators
• Senior officials responsible for enterprise
arrangements/Managers responsible for creating
authoritative approaches or for offering key
suggestions
Portfolio Management
https://www.tonex.com/training-courses/portfolio-management-fundamentals-training/
Portfolio Management
https://www.tonex.com/training-courses/portfolio-management-fundamentals-training/
Senior executives accountable for corporation
policies
Training Objectives
Upon the culmination of Portfolio Management
Fundamentals training, participants can:
• Recognize portfolio management from other
management types
• Interface ventures to corporate key objectives
• Portray what is remembered for venture
prioritization in huge, complex enterprises
• Determine and utilize a model of venture
prioritization to coordinate
Portfolio Management
https://www.tonex.com/training-courses/portfolio-management-fundamentals-training/
Training Objectives
• Offer need to different undertakings dependent
on their key worth
• Rundown ventures dependent on the key needs
• Increment the volume of ventures however much
as could be expected to be cultivated
• Streamline the estimation of tasks that are over
by
Portfolio Management
https://www.tonex.com/training-courses/portfolio-management-fundamentals-training/
Training Objectives
• Encourage the portfolio management
methodology
• Consider portfolio management viability
• Assess the benefits of portfolio management
• Dissect the job of venture portfolio management
in the authoritative accomplishments
• Build up an example for deciding and utilizing
choice prerequisites
• Clarify and expound the bases of vital resourcing,
Portfolio Management
https://www.tonex.com/training-courses/portfolio-management-fundamentals-training/
Portfolio Management
https://www.tonex.com/training-courses/portfolio-management-fundamentals-training/
Senior executives accountable for corporation
policies
Course Outline
• Review of Portfolio Management
• Components of Portfolio Management
• Beginning on the Project Portfolio Management
• Dealing with the Project Portfolio
• Dynamic Portfolio Management Fundamentals
• Anticipated Revenues and Assessment
• Dynamic Portfolio Management Performance
Portfolio Management
https://www.tonex.com/training-courses/portfolio-management-fundamentals-training/
Course Outline
• Investment Management Process
• Computable Methodologies of Investment
Assessment
• Portfolio Management and Evaluation
• Psychological Features of Investment Management
Portfolio Management
https://www.tonex.com/training-courses/portfolio-management-fundamentals-training/
Course Outline
Optional Topics
• The Philosophy Behind Investment Portfolio
• Stocks Investment
• Bonds Investment Management
• TONEX Hands-On Sample Workshop for Portfolio
Management
Portfolio Management
https://www.tonex.com/training-courses/portfolio-management-fundamentals-training/
Learn more.
Portfolio Management
https://www.tonex.com/training-courses/portfolio-
management-fundamentals-training/
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 training

  • 2. 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
  • 3. Portfolio Management Fundamentals training conveys the instruments and techniques to help you screen the portfolio and task sources to upgrade the portfolio management execution in your enterprise. Portfolio Management Fundamentals training offers a methodical technique to producing and management of a venture portfolio. Portfolio Management https://www.tonex.com/training-courses/portfolio-management-fundamentals-training/
  • 4. Actually, through Portfolio Management Fundamentals training, you will acknowledge how to upgrade the amount and vital noteworthiness of the activities that your enterprise achieves. Additionally, you will get the chance to find out about the provisions of dynamic portfolio management and venture examination also. Portfolio Management https://www.tonex.com/training-courses/portfolio-management-fundamentals-training/
  • 6. TONEX Training Format • Portfolio Management Fundamentals training is consolidated of hypothesis and hands-on modules. • Hypothesis and ideas are conveyed through intelligent talks and introductions • Down to earth exercises are given through hands- on workshops, classes, and gathering exercises Portfolio Management https://www.tonex.com/training-courses/portfolio-management-fundamentals-training/
  • 7. Audience Portfolio Management Fundamentals training is a 3- day course intended for: • Program administrators • Item administrators • Portfolio administrators • Senior officials responsible for enterprise arrangements/Managers responsible for creating authoritative approaches or for offering key suggestions Portfolio Management https://www.tonex.com/training-courses/portfolio-management-fundamentals-training/
  • 9. Training Objectives Upon the culmination of Portfolio Management Fundamentals training, participants can: • Recognize portfolio management from other management types • Interface ventures to corporate key objectives • Portray what is remembered for venture prioritization in huge, complex enterprises • Determine and utilize a model of venture prioritization to coordinate Portfolio Management https://www.tonex.com/training-courses/portfolio-management-fundamentals-training/
  • 10. Training Objectives • Offer need to different undertakings dependent on their key worth • Rundown ventures dependent on the key needs • Increment the volume of ventures however much as could be expected to be cultivated • Streamline the estimation of tasks that are over by Portfolio Management https://www.tonex.com/training-courses/portfolio-management-fundamentals-training/
  • 11. Training Objectives • Encourage the portfolio management methodology • Consider portfolio management viability • Assess the benefits of portfolio management • Dissect the job of venture portfolio management in the authoritative accomplishments • Build up an example for deciding and utilizing choice prerequisites • Clarify and expound the bases of vital resourcing, Portfolio Management https://www.tonex.com/training-courses/portfolio-management-fundamentals-training/
  • 13. Course Outline • Review of Portfolio Management • Components of Portfolio Management • Beginning on the Project Portfolio Management • Dealing with the Project Portfolio • Dynamic Portfolio Management Fundamentals • Anticipated Revenues and Assessment • Dynamic Portfolio Management Performance Portfolio Management https://www.tonex.com/training-courses/portfolio-management-fundamentals-training/
  • 14. Course Outline • Investment Management Process • Computable Methodologies of Investment Assessment • Portfolio Management and Evaluation • Psychological Features of Investment Management Portfolio Management https://www.tonex.com/training-courses/portfolio-management-fundamentals-training/
  • 15. Course Outline Optional Topics • The Philosophy Behind Investment Portfolio • Stocks Investment • Bonds Investment Management • TONEX Hands-On Sample Workshop for Portfolio Management Portfolio Management https://www.tonex.com/training-courses/portfolio-management-fundamentals-training/
  • 17. 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/