Portfolio Rebalancing & Restructuring
Name of Course-Portfolio Rebalancing & Restructuring
About Instructor-
Duration of Course- Two Months (All three modules of PMS Course)
Level-Intermediate
Prerequisite-Knowledge About Stock Market, Fundamental Analysis, Sectors, Broad Market,Theory of Investing
TNA-NA
Methodology-Offline/Online Classes/Concept Classes/Practicals-Study of top 5 funds/Designing Your Fund
Assessment-Worksheets
Course Material-Workbook
Course Fee-INR49999/( fees including all three courses-asset allocatio+Portfolio Rebalancing & Restructuring+Portfolio Performance Measurement)
Coupon Code-For True knowledge seekers will get on your phone number
Discounted Fees-INR39999/(with Coupon Code)
Certification of Completion-Certificate will be given on completion of course.
Course Outline
Course syllabus on measuring the performance of Your Portfolio/ mutual funds:
Introduction to Your Portfolio/ mutual funds:
- Definition and Types of Your Portfolio/ mutual funds
- Purpose and benefits of investing in Your Portfolio/ mutual fundsRoles and responsibilities of fund managers
- Fundamentals of Investment Performance
- Risk and return relationship
- Time value of money and compounding basis investment metrics (e.g., return, risk, volatility)
- Performance Measurement Techniques
- Benchmarking and its importance
- Calculation and interpretation of returns risk-adjusted performance measures (e.g., Sharpe ratio, Treynor ratio, Jensen’s alpha)Performance attribution and decomposition
- Evaluation Frameworks
- Historical performance analysis
- Peer group analysis style analysis factor-based analysis of qualitative
- analysis (e.g., fund manager assessment, investment strategy)
- Data Sources and Tools
- Sources of Your Portfolio/ mutual funds data
- Calculation methodologies Excel functions and formulas for performance analysis Introduction to performance analysis software and tools
- Performance Reporting and Presentation
- Standard industry reporting formats (e.g., factsheets)
- Key performance indicators (KPIs) and metricsVisualizations and graphical representation of performance data Communicating performance to clients and stakeholders
- Challenges and Limitations of Performance Measurement
- Survivorship bias
- Benchmark selection and appropriatenessPerformance persistence and consistencyLimitations of historical data and assumptions
- Regulatory Environment and Disclosure Requirements
- Overview of regulatory bodies and guidelines
- Legal and regulatory requirements for mutual Fund performance reporting Compliance and Governance considerations
- Case Studies and Practical Application
- Analysis of real-world mutual fund performance data
- Interpretation and decision-making based on performance metricsGroup discussions and presentations on performance evaluation
- Emerging Trends and Future Developments
- Technological advancements in performance measurement
- Alternative performance measures (e.g., behavioral finance, environmental, social, and governance considerations)
- Impact of industry trends and changes on performance evaluation
Note-The course will be modified regularly to meet Regulatory Body &Industry Standards
