Portfolio Management & Hedging

An Interactive 5-Day Training Course

Portfolio Management & Hedging

Managing Portfolio Performance and Hedging the Risk

NASBA
Classroom Schedule
Date Venue Fees
24 - 28 Nov 2025 London $ 5,950
01 - 05 Jun 2026 Amsterdam $ 5,950
23 - 27 Nov 2026 London $ 5,950
Online Schedule
01 - 05 Jun 2026 Online $ 3,950
03 - 07 Aug 2026 Online $ 3,950

Introduction

The essential criteria for a successful portfolio are managing the portfolio in terms of risk and returns. Portfolio management involves overseeing investments that meet long-term financial objective and risk tolerance of the organisations. Portfolio management is extremely useful to organisations and individual investors. Different investment options come with different levels of risks and managing such risks are the core of portfolio management.  Unfortunately, being effective in portfolio management requires the ability to weigh strengths and weaknesses, opportunities and threats across the full range of investments.

This Portfolio Management & Hedging training course is an ideal opportunity for individuals willing to enhance their skills set and improves their technical skills in managing portfolio risk and returns. The delegates will have a good insight of the financial markets and relevant technique required in managing & hedging portfolio risks.

This GLOMACS Portfolio Management & Hedging training course highlights:

  • Practical applications of portfolio theory.
  • Bond valuations and duration.
  • Bond convexity.
  • Forward and future contract.
  • Option pricing.

Objectives

The Portfolio Management & Hedging training course aims to provide delegates with

  • Knowledge of selecting alternative asset classes from the capital market.
  • Relevant techniques for assessing portfolio risk and returns.
  • The importance of derivative market for hedging.
  • Types of asset classes available in the market.
  • Different option strategy.

Training Methodology

The training course will be delivered as highly participative workshop with formal presentations. Each topic will be supported by real world examples and delegates will have the opportunity to apply each of the topics during the training. The use of Excel is critical and therefore it would be beneficial for the delegate to bring his or her own laptop to the sessions.

Organisational Impact

By sending delegates on the Portfolio Management and Hedging training course, your organisation will benefit by:

  • Providing your staff with the ability to manage portfolio risks.
  • Up-to-date industry standard techniques for portfolio management and risk assessment.
  • Advanced knowledge of Excel for portfolio management techniques.
  • Organisation growth and development because of increased credibility in managing portfolio.
  • Competitive advantage because of the knowledge and techniques in effective management of the portfolio

Personal Impact

By attending this Portfolio Management and Hedging training course, you will:

  • A wider knowledge set of financial products
  • A greater awareness of techniques available to provide leverage
  • Advanced ability in financial analysis using Excel.
  • Greater clarity on “risk” and tools available to manage the portfolio risk.
  • A good understanding of derivative market and its impact on portfolio management.

Who should Attend?

  • Financial market professionals seeking to widen their knowledge base of financial products and investment analysis
  • Upper middle and senior management who joined the industry 10+ years previously who are looking to update their skill set
  • Regulators looking to understand current trends in financial markets.
  • New entrant to financial industry willing the capital market and portfolio theory.
Course Outline
Day 1

Portfolio Theory

  • The Markowitz model of Portfolio Risk
  • The Capital Asset Pricing Model
  • A practical application of the CAPM to a range of companies
Day 2

Fixed Income Securities

  • Bond pricing
  • Bond duration
  • The term structure of interest rates
  • The convexity of a bond
  • Bond ratings
  • Immunising a bond portfolio
  • Structured products
  • Money Market Deposits.
Day 3

Derivative Securities I

  • An introduction to the Derivatives Market
    • Futures
    • Options
  • The cost of carry model
  • Cash and carry arbitrage
  • Reverse cash and carry arbitrage
  • Using Futures to provide portfolio insurance
  • Using futures to change a portfolios “beta”
  • Spread trading:
    • Inter-commodity spreads
    • Intra-commodity spreads
Day 4

Derivative Securities II

  • Using Options to provide portfolio insurance
  • Option trading strategies.
  • Option pricing
  • Option Greeks
  • Volatility trading
Day 5

Alternative Investments

  • Opportunities offered by alternative investments:
    • Property
    • Commodities
    • Art & Wine
Certificates
  • On successful completion of this training course, GLOMACS Certificate will be awarded to the delegates.
  • Continuing Professional Education credits (CPE): In accordance with the standards of the National Registry of CPE Sponsors, one CPE credit is granted per 50 minutes of attendance.
Providers and Associations

Endorsed Education Provider

NASBA

In Association With

Frequently Asked Question:

GLOMACS offers both online andperson training options. You can choose from interactive virtual sessions or attend one of our globally locatedperson training courses. The flexibility ensures that learning fits your schedule and preferences.
Yes, GLOMACS provides customized training solutions tailored to meet the specific needs of organizations. We work closely with companies to design bespoke training courses that address their unique challenges and objectives.
Our courses are structured to provide a balanced mix of theory and practical application. They typically include presentations, case studies, group discussions,on activities, and interactive Q&A sessions to maximize learning outcomes.
For detailed information about specific courses, including course content, schedules, and instructors, you can visit our website or contact our customer service team. They will be happy to provide all the information you need to make an informed decision.
You can register for a GLOMACS training course by visiting our website, selecting the course of your choice, and following the simple registration process. You can also contact our support team for assistance with the registration process.
Attending a GLOMACS training course offers numerous benefits, including enhanced professional skills, increased employability,recognized certification, networking opportunities with peers and experts, and the chance to apply practical knowledge directly to your workplace.
GLOMACS is a globally recognized leader in professional training and development, with a reputation for deliveringquality,driven training courses. We offer a broad spectrum of training courses taught by expert trainers, flexible delivery options (both online andperson), and accredited certifications that add real value to your career.

Yes, upon successful completion of any of our training courses, GLOMACS Certificate will be awarded to the delegates. This certificate is a valuable addition to your professional portfolio and is recognized across various industries.

Options & Brochure
This training course is also a part of the 10-Day Titles:
Portfolio Management and Investment Analysis
Portfolio Investment Strategy, Derivatives and Financial Market
View Course
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