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EasyUphill
CORPORATE DEVELOPMENT
+27 81 041 7673
training@eubiz.co.za
68 Sunstone Street, Germiston, 1401
eubiz.co.za
Banking & Financial Services

Investment Analysis and Portfolio Principles

Duration
5 Days
Delivery
In-house, public or online
From
R18,000 per delegate
Certificate
On completion
Course overview

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.

What you will be able to do
  • 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
Course outline
01
Asset classes and their risk and return characteristics
02
Time value of money and discounting
03
Equity valuation methods
04
Bond pricing, yield and interest rate sensitivity
05
Measuring return, volatility and risk adjusted performance
06
Diversification, correlation and portfolio construction
07
Benchmarks, performance attribution and investor duties
Upcoming public sessions
DatesVenueDurationFee per delegate
9 to 13 Nov 2026London5 DaysUS$1,800
23 to 27 Nov 2026Dubai5 DaysUS$1,800
11 to 15 Jan 2027Pretoria5 DaysR18,000
22 to 26 Feb 2027Cape Town5 DaysR18,000
10 to 14 May 2027Johannesburg5 DaysR18,000
12 to 16 Jul 2027London5 DaysUS$1,800
Fees exclude VAT. This course can also be delivered in-house at your premises on dates that suit your team, or live online.
To book or ask for an in-house quote

Reply to the email this brochure came with, call +27 81 041 7673, or visit eubiz.co.za and open this course.

EasyUphill Training & ConsultingTailored training that moves teams forward.
+27 81 041 7673  ·  training@eubiz.co.za
68 Sunstone Street, Germiston, 1401  ·  eubiz.co.za