LBO Model, Loan Structuring, Pricing and Leveraged Acquisition Finance

The key objective of this Investment Portfolio Management Certification Course is to empower professionals with—
• an in-depth understanding of investment portfolio management
• the required experience and knowledge to undertake any role in any function within investment portfolio management and successfully meet all expectations of the role
• the required foresight and analytical skills to review existing information well before making investment decisions, thereby protecting one’s clients and/or organisation against risks of wrongful investments
• the experience and exposure to conduct proper risk assessments and analyses before drawing conclusions regarding investment plans
• the knowledge and experience to stay updated with developments in the industry to be able to alter approaches and take decisions accordingly
• the dynamism to help organisations alter approaches and investment decisions, thereby also inviting greater opportunities for career growth and development
• adequate knowledge, confidence and experience to train other professionals on all important aspects of investment portfolio management
• a sense of pride and satisfaction in helping organisations make correct and fruitful investment decisions as per available information
• the knowledge of required standards and rules to be adhered to while making investments, in turn supporting the organisation in getting structurally and legally stronger and sustainable
• the overall skill set and capabilities to introduce and handle automated systems backed by technology to track investment performance, thus making one a trusted investment portfolio manager and directing further opportunities beyond one’s current organisation
Course Content
Key Elements of Portfolio Management
• Asset allocation
• Diversification
• Rebalancing
Factors Influencing Investment Portfolio Management
• Timespan
• Age of investor
• Risk tolerance level
Objectives of Investment Portfolio Management
• Capital appreciation
• Maximising returns
• Protection from excessive financial exposure
• Portfolio flexibility
• Risk optimisation
• Optimal fund allocation
• Enhancing overall portfolio efficiency
Types of Investment Strategies
• Value investing
• Contrarian investing
• Growth at a reasonable price
• Growth stock investing
• Momentum investing
Types of Investment Portfolios
• Aggressive portfolio
• Defensive portfolio
• Hybrid portfolio
Types of Investment Portfolio Management
• Active
• Passive
• Discretionary
• Non-discretionary
Steps in the Portfolio Planning Process
• Assess the current situation
• Establish investment objectives
• Determine asset allocation
• Select investment options
• Monitor, measure and rebalance
Process of Investment Portfolio Management
• Identification of investment objectives
• Estimation of capital market
• Decision regarding asset allocation
• Formulation of portfolio strategy
• Selection of securities and investment
• Implementation of portfolio
• Revision and evaluation of portfolio
• Rebalancing the portfolio
Keys to Successful Investment and Portfolio Management
• Insist upon a margin of safety
• Invest in assets you understand
• Measure your success by the underlying operating performance of the business, not the stock price
• Be rational about price
• Minimise costs, expenses and fees
• Stay alert for opportunities
• Allocate capital by opportunity costs

METHODOLOGY
The training methodology integrates lectures, interactive discussions, collaborative group exercises, and illustrative examples. Participants will acquire a blend of theoretical insights and hands-on practical experience, emphasizing the application of learned techniques. This approach ensures that attendees return to their professional environments equipped with both the competence and self-assurance to effectively implement the acquired skills in their responsibilities.

DATE:
1ST BATCH: 18th – 21st Feb,2025
2ND BATCH: 24th – 27th June,2025
3RD BATCH: 4th – 7th Nov,2025