# Portfolio Investment Analysis and Management

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

- **Provider:** Afriskora Training Solutions
- **Category:** Banking, Economics & Monetary Policy
- **Duration:** 5 days
- **Formats:** classroom (cities across Africa), live virtual (Zoom/Teams), in-house for teams
- **Certificate:** Afriskora Certificate of Completion, verifiable online
- **Booking:** request dates and a quote; invoice and EFT payment
- **Web page:** https://afriskora.co.za/courses/banking-economics/portfolio-investment-analysis-and-management
- **Request dates:** https://afriskora.co.za/request-training?course=portfolio-investment-analysis-and-management

## 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

## Learning outcomes

- 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

### Day 1: Investment foundations

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

### Day 2: Asset allocation

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

### Day 3: Security analysis

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

### Day 4: Risk management

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

### Day 5: Performance

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