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:

  1. Definition and Types of Your Portfolio/ mutual funds
    1. Purpose and benefits of investing in Your Portfolio/ mutual fundsRoles and responsibilities of fund managers
    1. 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
  1. Technological advancements in performance measurement
    1. Alternative performance measures (e.g., behavioral finance, environmental, social, and governance considerations)
    1. Impact of industry trends and changes on performance evaluation

Note-The course will be modified regularly to meet Regulatory Body &Industry Standards