Price: $2,999.00

Length: 3 Days
Print Friendly, PDF & Email

Portfolio Management Fundamentals Training

Portfolio Management Fundamentals Training is a 3-day course where participants learn how to optimize the quantity and strategic significance of the projects that your corporation accomplishes.

The fundamental objective of portfolio management is to help select best investment options as per one’s income, age, time horizon and risk appetite.

The entire process is based on the ability to make sound decisions. Typically, such a decision relates to – achieving a profitable investment mix, allocating assets as per risk and financial goals and diversifying resources to combat capital erosion.

Primarilyportfolio management serves as a SWOT analysis of different investment avenues with investors’ goals against their risk appetite. In turn, it helps to generate substantial earnings and protect such earnings against risks.

SWOT (strengths, weaknesses, opportunities, and threats) analysis is a framework used to evaluate a company’s competitive position and to develop strategic planning. SWOT analysis assesses internal and external factors, as well as current and future potential.

Portfolio management helps project selection, sets priorities and controls the operational, functional activities.

By doing portfolio management, businesses can improve in many ways, such as:

  • Funds Allocation:By Portfolio Management, you can allocate funds at different levels so that you can accept maximum return or investment
  • Risk Management:By proper data and market analysis, you’ll be in a stage to predict something. With the help of data, you can find those risk factors
  • Achieve Business Objective:By portfolio management, it is feasible to focus on the business objective

Portfolio management professionals contend there are several keys to success. These include:

  • Define business objectives.
  • Clarifying business objectives is a critical first step in project portfolio management
  • Inventory projects and requests
  • Prioritize projects
  • Validate project feasibility and initiate projects
  • Manage and monitor the portfolio

A prime objective of portfolio management is to minimize investment turnover because the short-term stock market is irrational, volatile, and capricious.

Aside from the volatility, there are tax advantages to holding onto investments. The profits on long-term investments are taxed at a lower rate than short-term investments, and dividends from those investments are often taxed at a lower rate than distributions from recent additions to your portfolio.

Diversifying is also recommended. By diversifying, you’re spreading your risk across different sectors, industries, management styles, and geographic regions. When something negative happens—a company goes bankrupt or a natural disaster affects industries in a certain region—the impact will only hit a segment of your portfolio. You will feel the negative effects, but not as intensely as you would have if you had put all your money in that one company or region.

Portfolio Management Fundamentals Training Course

Portfolio Management Fundamentals training delivers the tools and methods to assist you monitor the portfolio and project sources to enhance the portfolio management implementation in your corporation.

Portfolio Management Fundamentals training offers a systematic method to generating and management of a project portfolio. It allows you comprehend the importance of portfolio management; determine and describe the portfolio stakeholder tasks and responsibilities; outline and apprehend a portfolio management procedure; determine tools, approaches, and strategies for portfolio management; and distinguish the roles of the program management office (PMO) or portfolio executive office (PEO) in effective portfolio management.

In fact, through Portfolio Management Fundamentals training, you will realize how to optimize the quantity and strategic significance of the projects that your corporation accomplishes.

Moreover, you will get to learn about the terms of active portfolio management and investment analysis as well.

TONEX Training Format

  • Portfolio Management Fundamentals training is combined of theory and hands-on modules.
  • Theory and concepts are delivered through interactive lectures and presentations
  • Practical activities are provided through hands-on workshops, seminars, and group activities


Portfolio Management Fundamentals training is a 3-day course designed for:

  • Program managers
  • Product managers
  • Portfolio managers
  • Senior executives accountable for corporation policies
  • Managers accountable for generating organizational policies or for offering strategic recommendations
  • Members of portfolio, program, or project offices
  • Operational managers
  • Project team personnel, clients, and other stakeholders of the portfolio management process

Training Objectives

Upon the completion of Portfolio Management Fundamentals training, attendees are able to:

  • Distinguish portfolio management from other management types
  • Connect projects to corporate strategic goals
  • Describe what is included in project prioritization in big, complex corporations
  • Derive and use a model of project prioritization to integrate the multiple angles of project value
  • Give priority to various projects based on their strategic value
  • List projects based on the strategic priorities so as to optimize the advantages stemmed from a corporation capability to finish projects
  • Increase the volume of projects as much as possible to be accomplished by creating defensive ability of non-limiting resources
  • Optimize the value of projects that are over by making sure that the proper projects are being accomplished in the right order
  • Facilitate the portfolio management procedure by concentrating the management attention on the bottlenecks to project accomplishment
  • Consider portfolio management effectiveness as a factor to the participation of the Project Management Office
  • Evaluate the advantages of portfolio management
  • Analyze the role of project portfolio management in the organizational achievements
  • Develop a pattern for determining and using selection requirements to project portfolio elements
  • Explain and elaborate the bases of strategic resourcing
  • Express efficient project portfolio documents
  • Choose the tools and approaches to equalize a project portfolio

Course Outline

Overview of Portfolio Management

  • Project portfolio definition
  • Project portfolio management definition
  • What is governance
  • Why do we need a project portfolio?
  • Managing the resources
  • Private sectors vs Federal agencies
  • The Project Management Office (PMO)
  • Portfolio management architecture

Elements of Portfolio Management

  • Resources accessibility
  • How to prioritize elements of portfolio?
  • How to balance out the project portfolio?
  • How to deliver investment oversight

Getting Started on the Project Portfolio Management

  • The goal of portfolio documentation
  • Quantity metrics
  • Project portfolio reports
  • Administrative dashboards
  • Portfolio risk analysis
  • Managing caveats
  • Portfolio risk management effective policies
  • Seizing investment data

Managing the Project Portfolio

  • Review the performance of portfolio
  • Portfolio evaluations
  • The frequency of portfolio evaluation
  • Yearly portfolio review
  • Factors of success in portfolio management
  • Project portfolio management drawbacks
  • Portfolio requirements

Active Portfolio Management Fundamentals

  • Consensus expected revenue: The CAPM
  • Risk
  • Outstanding revenue, standards, and added value
  • Remaining risk and return
  • The fundamental principal of dynamic management

Expected Revenues and Assessment

  • The arbitrage pricing philosophy
  • The concept of valuation
  • The exercise of valuation

Active Portfolio Management Performance

  • Effective predictions
  • Information assessment
  • Portfolio structure
  • Transactions expenses, revenue, and tradeoff
  • Implementation Evaluation
  • Benchmark timetabling

Investment Management Process

  • Difference between investing and financing
  • Difference between direct and indirect investment
  • Investment environment
  • Financial markets
  • Investment management procedure

Computable Methodologies of Investment Assessment

  • Investment income and risk
  • Return on investment and expected rate of return
  • Investment risk. Variance and standard deviation
  • Relationship between risk and return
  • Covariance
  • Relationship and coefficient of determination
  • The revenues on stock vs market portfolio
  • Distinctive line and Beta factor
  • Residual variance

Portfolio Management and Evaluation

  • Difference between active and passive portfolio management
  • Difference between strategic and tactical asset distribution
  • Managing and modification of the portfolio
  • Portfolio performance matrices

Psychological Features of Investment Management

  • Boldness
  • Character impact
  • Insights of investment risk
  • Psychological accounting and investing
  • Sentiments and investment decisions

Optional Topics

The Philosophy Behind Investment Portfolio

  • Markowitz portfolio theory
  • The predictable rate of revenue and risk of portfolio
  • Capital asset pricing theory
  • Market Effectiveness concept

Stocks Investment

  • Stock as unique investment
  • Stock evaluation for investment decision-making
  • How to manage investment in stocks
  • Stock estimation
  • Creation of stock portfolios
  • Stocks investment policies

Bonds Investment Management

  • Bonds ID and categorization
  • Bond assessment: structure and contents
    • Quantitative evaluation
    • Qualitative evaluation
    • Market interest rates evaluation
  • How to make a wise investment in bonds
  • Bond evaluation
  • Bonds investment policies

TONEX Hands-On Sample Workshop for Portfolio Management

  • Consider performing portfolio management project for a legal firm
  • Assume you have two objectives:
    • To increase profitability
    • To extend production
  • Consider the following projects as the strategies associated with the profitability:
    • Cutting down inventory
    • Monitoring credit terms
    • Robot assembly system
  • Consider the following projects as the strategies related to the production expansion:
    • Robot assembly system
    • Increase the production personnel
    • The challenge with the legal firm was double:
    • One, to show the connections between the current projects and strategy.
    • Two, to support a structure to test potential projects against their participation to projects.
  • By gathering information, identify the following:
    • Scope
    • Scope exclusions
    • Resources necessary
    • Wanted result
    • Main risks
    • Dependencies
  • Strategic evaluation
  • Portfolio analysis
  • New project assessment
  • Existing state
  • Conclusion

Portfolio Management Fundamentals Training

Request More Information

Please enter contact information followed by your questions, comments and/or request(s):
  • Please complete the following form and a Tonex Training Specialist will contact you as soon as is possible.

    * Indicates required fields

  • This field is for validation purposes and should be left unchanged.

Request More Information

  • Please complete the following form and a Tonex Training Specialist will contact you as soon as is possible.

    * Indicates required fields

  • This field is for validation purposes and should be left unchanged.