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Afriskora Training Solutions
Banking, Economics & Monetary Policy

Portfolio Investment Analysis and Management

Build and manage investment portfolios: asset allocation, security analysis, risk measurement and performance attribution.

  • 5 days
  • Classroom · Live virtual · In-house
  • Afriskora Certificate of Completion

Course overview

Pension funds, insurers and sovereign wealth funds across Africa manage growing pools of savings with a duty to invest them prudently. This course covers modern portfolio theory, strategic asset allocation, equity and fixed-income analysis, alternative assets, risk measurement and performance attribution, with a portfolio simulation run over the week.

Who should attend

  • Portfolio and fund managers
  • Pension fund trustees and investment officers
  • Investment analysts
  • Treasury staff managing reserves

What you will be able to do

  • Apply risk-return principles and modern portfolio theory
  • Set strategic and tactical asset allocation
  • Analyse equities, bonds and alternative investments
  • Measure and manage portfolio risk
  • Evaluate performance and report to trustees

Course outline

  1. Day 1Investment foundations

    • • Return, risk and diversification
    • • Modern portfolio theory and CAPM
    • • Investment policy statements
    • • Regulation 28 and other prudential limits

  2. Day 2Asset allocation

    • • Strategic asset allocation
    • • Liability-driven investing
    • • Tactical shifts
    • • Rebalancing

  3. Day 3Security analysis

    • • Equity valuation
    • • Bond pricing, duration and credit
    • • Infrastructure and private equity
    • • ESG integration

  4. Day 4Risk management

    • • Volatility, VaR and drawdown
    • • Currency risk in African portfolios
    • • Stress testing
    • • Manager selection and monitoring

  5. Day 5Performance

    • • Performance measurement
    • • Attribution analysis
    • • Reporting to trustees
    • • Portfolio simulation review

Frequently asked questions

How long is the Portfolio Investment Analysis and Management course?

The course runs for 5 days. Daily start and finish times are confirmed in your joining instructions. Live virtual sessions cover the same programme.

Do I receive a certificate?

Yes. Every participant who completes the course receives an Afriskora Certificate of Completion with a unique code that employers can verify online.

Can this course be delivered in-house for our team?

Yes. We can run it at your premises or online for your team, on dates that suit you, and adapt examples and case studies to your sector.

How do I book and pay?

Request dates and we'll send available sessions and a quote. Bookings are confirmed by invoice and paid by EFT. South African clients can include the course in their Workplace Skills Plan.

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