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
Portfolio Rebalancing and Restructuring
I. Introduction to Portfolio Rebalancing and Restructuring
A. Definition and significance of portfolio rebalancing
B. Objectives and benefits of portfolio restructuring
C. Role of rebalancing and restructuring in risk management and portfolio optimization
II. Asset Allocation and Portfolio Construction
A. Introduction to asset classes and their characteristics
B. Strategic asset allocation: Determining target allocations
C. Tactical asset allocation: Making adjustments based on market conditions
D. Evaluating risk and return trade-offs in asset allocation decisions
III. Rebalancing Strategies
A. Time-based rebalancing: Periodic adjustments
B. Threshold-based rebalancing: Triggering adjustments based on predetermined thresholds
C. Opportunistic rebalancing: Taking advantage of market conditions or opportunities
D. Hybrid rebalancing approaches: Combining different strategies
IV. Practical Tools and Techniques
A. Portfolio analysis and performance evaluation
B. Identifying and analyzing portfolio drift
C. Determining the appropriate rebalancing bands or thresholds
D. Tax implications and considerations in rebalancing decisions
V. Behavioral Finance and Emotional Biases
A. Understanding cognitive biases and their impact on portfolio decisions
B. Overcoming emotional biases during the rebalancing process
C. Strategies to mitigate the negative effects of behavioral biases
VI. Case Studies and Real-World Examples
A. Examining historical examples of successful portfolio rebalancing
B. Analyzing the impact of different rebalancing strategies in different market conditions
C. Considering the role of rebalancing and restructuring during market downturns or crises
VII. Advanced Topics and Contemporary Issues
A. Factor-based investing and its influence on portfolio rebalancing
B. Environmental, Social, and Governance (ESG) considerations in portfolio restructuring
C. Integrating alternative investments into the rebalancing process
VIII. Ethical and Legal Considerations
A. Compliance and regulatory requirements in portfolio rebalancing
B. Fiduciary responsibilities and obligations
C. Ethical considerations when making portfolio restructuring decisions
IX. Risk Management and Monitoring
A. Measuring and managing portfolio risk
B. Monitoring portfolio performance and deviations from target allocations
C. Adjusting the rebalancing frequency or thresholds based on risk management needs
X. Conclusion and Future Trends
A. Recap of key concepts and strategies covered
B. Emerging trends and technologies impacting portfolio rebalancing
C. Opportunities for further research and professional development
Note-The course will be modified regularly to meet Regulatory Body &Industry Standards
