Portfolio Rebalancing & Restructuring<\/p>\n\n\n\n
Name of Course-Portfolio Rebalancing & Restructuring<\/p>\n\n\n\n
About Instructor-<\/p>\n\n\n\n
Duration of Course- Two Months (All three modules of PMS Course)<\/p>\n\n\n\n
Level-Intermediate<\/p>\n\n\n\n
Prerequisite-Knowledge About Stock Market, Fundamental Analysis, Sectors, Broad Market,Theory of Investing<\/p>\n\n\n\n
TNA-NA<\/p>\n\n\n\n
Methodology-Offline\/Online Classes\/Concept Classes\/Practicals-Study of top 5 funds\/Designing Your Fund<\/p>\n\n\n\n
Assessment-Worksheets<\/p>\n\n\n\n
Course Material-Workbook<\/p>\n\n\n\n
Course Fee-INR49999\/( fees including all three courses-asset allocatio+Portfolio Rebalancing & Restructuring+Portfolio Performance Measurement)<\/p>\n\n\n\n
Coupon Code-For True knowledge seekers will get on your phone number<\/p>\n\n\n\n
Discounted Fees-INR39999\/(with Coupon Code)<\/p>\n\n\n\n
Certification of Completion-Certificate will be given on completion of course<\/p>\n\n\n\n
Course Outline<\/strong><\/p>\n\n\n\n Portfolio Rebalancing and Restructuring<\/strong><\/p>\n\n\n\n I. Introduction to Portfolio Rebalancing and Restructuring<\/strong><\/p>\n\n\n\n A. Definition and significance of portfolio rebalancing<\/p>\n\n\n\n B. Objectives and benefits of portfolio restructuring<\/p>\n\n\n\n C. Role of rebalancing and restructuring in risk management and portfolio optimization<\/p>\n\n\n\n II. Asset Allocation and Portfolio Construction<\/strong><\/p>\n\n\n\n A. Introduction to asset classes and their characteristics<\/p>\n\n\n\n B. Strategic asset allocation: Determining target allocations<\/p>\n\n\n\n C. Tactical asset allocation: Making adjustments based on market conditions<\/p>\n\n\n\n D. Evaluating risk and return trade-offs in asset allocation decisions<\/p>\n\n\n\n III. Rebalancing Strategies<\/strong><\/p>\n\n\n\n A. Time-based rebalancing: Periodic adjustments<\/p>\n\n\n\n B. Threshold-based rebalancing: Triggering adjustments based on predetermined thresholds<\/p>\n\n\n\n C. Opportunistic rebalancing: Taking advantage of market conditions or opportunities<\/p>\n\n\n\n D. Hybrid rebalancing approaches: Combining different strategies<\/p>\n\n\n\n IV. Practical Tools and Techniques<\/strong><\/p>\n\n\n\n A. Portfolio analysis and performance evaluation<\/p>\n\n\n\n B. Identifying and analyzing portfolio drift<\/p>\n\n\n\n C. Determining the appropriate rebalancing bands or thresholds<\/p>\n\n\n\n D. Tax implications and considerations in rebalancing decisions<\/p>\n\n\n\n V. Behavioral Finance and Emotional Biases<\/strong><\/p>\n\n\n\n A. Understanding cognitive biases and their impact on portfolio decisions<\/p>\n\n\n\n B. Overcoming emotional biases during the rebalancing process<\/p>\n\n\n\n C. Strategies to mitigate the negative effects of behavioral biases<\/p>\n\n\n\n VI. Case Studies and Real-World Examples<\/strong><\/p>\n\n\n\n A. Examining historical examples of successful portfolio rebalancing<\/p>\n\n\n\n B. Analyzing the impact of different rebalancing strategies in different market conditions<\/p>\n\n\n\n C. Considering the role of rebalancing and restructuring during market downturns or crises<\/p>\n\n\n\n VII. Advanced Topics and Contemporary Issues<\/strong><\/p>\n\n\n\n A. Factor-based investing and its influence on portfolio rebalancing<\/p>\n\n\n\n B. Environmental, Social, and Governance (ESG) considerations in portfolio restructuring<\/p>\n\n\n\n C. Integrating alternative investments into the rebalancing process<\/p>\n\n\n\n VIII. Ethical and Legal Considerations<\/strong><\/p>\n\n\n\n A. Compliance and regulatory requirements in portfolio rebalancing<\/p>\n\n\n\n B. Fiduciary responsibilities and obligations<\/p>\n\n\n\n C. Ethical considerations when making portfolio restructuring decisions<\/p>\n\n\n\n IX. Risk Management and Monitoring<\/strong><\/p>\n\n\n\n A. Measuring and managing portfolio risk<\/p>\n\n\n\n B. Monitoring portfolio performance and deviations from target allocations<\/p>\n\n\n\n C. Adjusting the rebalancing frequency or thresholds based on risk management needs<\/p>\n\n\n\n X. Conclusion and Future Trends<\/strong><\/p>\n\n\n\n A. Recap of key concepts and strategies covered<\/p>\n\n\n\n B. Emerging trends and technologies impacting portfolio rebalancing<\/p>\n\n\n\n C. Opportunities for further research and professional development<\/p>\n\n\n\n Note-The course will be modified regularly to meet Regulatory Body &Industry Standards<\/p>\n","protected":false},"excerpt":{"rendered":" Portfolio Rebalancing & Restructuring Name of Course-Portfolio Rebalancing & Restructuring About Instructor- Duration of Course- Two Months (All three modules […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-262","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/tradinglabacademy.in\/index.php\/wp-json\/wp\/v2\/pages\/262","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tradinglabacademy.in\/index.php\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/tradinglabacademy.in\/index.php\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/tradinglabacademy.in\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/tradinglabacademy.in\/index.php\/wp-json\/wp\/v2\/comments?post=262"}],"version-history":[{"count":7,"href":"https:\/\/tradinglabacademy.in\/index.php\/wp-json\/wp\/v2\/pages\/262\/revisions"}],"predecessor-version":[{"id":2355,"href":"https:\/\/tradinglabacademy.in\/index.php\/wp-json\/wp\/v2\/pages\/262\/revisions\/2355"}],"wp:attachment":[{"href":"https:\/\/tradinglabacademy.in\/index.php\/wp-json\/wp\/v2\/media?parent=262"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}