Investment Analysis and Portfolio Principles
Sound investment decisions rest on valuation discipline and an honest view of risk. This course covers asset classes, valuation methods and portfolio construction, taught as analysis rather than as recommendation.
Course outline
What this programme covers, module by module.
- 01Asset classes and their risk and return characteristics
- 02Time value of money and discounting
- 03Equity valuation methods
- 04Bond pricing, yield and interest rate sensitivity
- 05Measuring return, volatility and risk adjusted performance
- 06Diversification, correlation and portfolio construction
- 07Benchmarks, performance attribution and investor duties
What you will gain
- Explain the characteristics and risks of the main asset classes
- Apply valuation methods to shares and bonds
- Measure return and risk consistently
- Explain diversification and correlation in portfolio construction
- Assess portfolio performance against appropriate benchmarks
- Describe the regulatory duties owed to investors
Who should attend
- Investment analysts and researchers
- Bank and wealth management staff
- Trustees and investment committee members
- Finance professionals broadening into investments
Upcoming sessions
| Date | City | Duration | Fees | Book |
|---|---|---|---|---|
| 9 to 13 Nov 2026 | London | 5 Days | US$1,800 | |
| 23 to 27 Nov 2026 | Dubai | 5 Days | US$1,800 | |
| 11 to 15 Jan 2027 | Pretoria | 5 Days | R18,000 | |
| 22 to 26 Feb 2027 | Cape Town | 5 Days | R18,000 | |
| 10 to 14 May 2027 | Johannesburg | 5 Days | R18,000 | |
| 12 to 16 Jul 2027 | London | 5 Days | US$1,800 |
Fees are per delegate and exclude VAT. Public intakes are confirmed once minimum numbers are met. We also deliver this course on your own schedule, in-house or live online.
Enquire about this course
Register your team or ask for a tailored in-house quote. We reply within one working day.
WhatsApp usCourse brochure (PDF)- Fees from
- R18,000 per delegate
- Duration
- 5 Days
- Field
- Banking & Financial Services
- Formats
- In-house, public, online
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