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Portfolio & Risk Management
  • All 8 sessions are tailored for personalized instruction
  • Each student follows the instructor teaching the class and builds the financial models along with him
  • The models are projected on a large screen in our Boardroom/Training Room for easy viewing
  • Each session is 4 hours long for a total of 36 hours of in-class live training

DELIVERING VALUE BEYOND THE LIVE CLASSES

In addition to

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the 9 in-class sessions attended, we also offer the following services (included in the tuition at no extra charge):

  • Job & Interview Preparation – We tailor resume revision, interview preparation, mock interviews, and placement to individual students.
  • Study Materials - Handouts will be provided to trainees. They will be in both hard copy and electronic format. This is an invaluable tool, as you will be able to use the Excel templates and reference materials at any firm where you become an analyst or associate.
  • Excel Training – We will teach you Excel basics and shortcuts giving you the practical skills to efficiently use the most widely used tool in the industry, Excel.

These are just three of the many ways we endeavor to “go the extra mile” for our trainees.

Course Content

SESSION 1 – INTRODUCTION AND OVERVIEW INTO PORTFOLIO MANAGEMENT

  • Introduction about the company (Austal Group)
  • Introduction to regulatory issues for Portfolio management
    • SEBI terms and conditions
  • Different type of portfolios
    • Long only
    • Long-short
    • Absolute returns
    • Relative returns
  • Introduction to different asset classes
  • Objective of the course
    • Discuss mandate for the model fund
      • Type of portfolio
      • Exposure to various asset classes
      • Acceptable level of exposure
  • Ground rules of creation of the portfolio

SESSIONS 2 – STOCK SELECTION PROCESS

  • Discuss the stocks selected by the participants
  • Portfolio building process
    • Screen stocks to enter the portfolio
    • Provide reasons for a specific stock selection
    • How does it meet the fund mandate
    • Select stocks to enter the model portfolio
  • Other investment classes
    • Reason for investment in other asset classes
  • First step of model portfolio will be completed
  • Introduction to derivative instruments

SESSIONS 3 – 4 – INTRODUCTION TO DERIVATIVE INSTRUMENTS

  • Quick over to basic derivative products available
    • Introduction to Futures
    • Introduction to Options
  • Using derivative instruments to impact portfolio
    • Using options to increase/decrease exposure
    • Leveraging the portfolio using options/futures
  • Update the model portfolio

SESSIONS 5 – PORTFOLIO EVALUATION, MONITORING AND REBALANCING

  • Analyze the model portfolio created
  • Performance measure using Sharp, Treynor’s measures
  • Measuring Alpha returns for the portfolio
  • Rebalancing the portfolio based the new investment ideas

SESSIONS 6 – INTRODUCTION TO RISK MANAGEMENT

  • Introduction to risk
    • Why does risk creep into portfolios
      • Stocks
      • Currency
      • Bonds
    • Methods to measure source of risk
    • Evaluate portfolio exposure to various risks
    • Managing risk
  • Hedging the portfolio against risks
    • Reasons for hedging the portfolio
    • Greek letters for portfolio management and its importance in hedging
    • Using the Greek letters in our portfolio
    • Introduction to straddle strategy to limit risks for the portfolio

SESSION 7 – RISK MANAGEMENT APPLICATIONS OF DERIVATIVES

  • Use of equity futures to achieve target Beta
  • Creating Zero exposure portfolio
  • Demonstrate the use of futures to adjust portfolio allocation
  • Using straddle strategy to limit risks for the portfolio
  • Using currency and interest rate derivatives to hedge portfolios
  • Daily volatilities for the stocks in the portfolio
  • Estimating volatilities and Correlations
  • Calculation of value at risk
  • Monte Carlo simulation
  • Stress test on the portfolio and back testing
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SESSION 8 – RECAP AND BEST PRACTICES, INTERVIEW SKILLS AND RESUME REVISION

  • Recap of the course
  • Advantage and disadvantages of risk management
  • Time effort and costs involved in risk management
  • Overview
    • Market Overview
    • Industry Overview
  • Short Individual Tests (To assess Conceptual, Analytical as well as Critical Reasoning abilities)
  • Interactive Q & A / Quiz Sessions / Short Presentations on a specific topics
  • Career Resources
    • Guidelines for resume writing, structured for PM and RM positions
    • Skills acquired through AustalEducation incorporated on student’s resume
    • Top interview questions and questions to ask interviewer
    • PM and RM specific insight
    • Examples of rewritten resumes, including proper format/style