Managing Financial Portfolios in a Digital Age

Managing Financial Portfolios in a Digital Age

Objective:
By the end of this course, participants will be equipped with the knowledge and skills to manage financial portfolios using digital tools and strategies, understand the role of technology in modern portfolio management, and adapt to evolving financial landscapes.

Introduction to Financial Portfolio Management
• Overview of financial portfolio management and its importance.
• Types of financial portfolios: Equity, debt, mixed.
• Key principles of portfolio diversification and risk management.

The Digital Transformation of Financial Portfolio Management
• Impact of digital technology on portfolio management.
• Overview of digital tools and platforms for portfolio tracking and analysis.
• Introduction to robo-advisors and algorithmic trading.

Risk Management and Performance Evaluation in a Digital Context
• Techniques for assessing risk in digital portfolios.
• Understanding volatility and the role of artificial intelligence in risk prediction.
• Methods for performance evaluation: Sharpe ratio, alpha, and beta.

Future Trends in Portfolio Management and the Role of Emerging Technologies
• Emerging technologies: Blockchain, AI, and machine learning in portfolio management.
• The future of decentralized finance (DeFi) and its impact on portfolio strategies.
• How to stay adaptive and competitive in an evolving digital financial environment.