Portfolio Management Fundamentals Training

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• Audience
•  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
• Price 2,999.00 Length 3 Days

Portfolio Management Fundamentals Training
TAKE THIS COURSE
https//www.tonex.com/training-courses/portfolio-m
anagement-fundamentals-training/
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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.
Portfolio Management Fundamentals Training
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anagement-fundamentals-training/
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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
TAKE THIS COURSE
https//www.tonex.com/training-courses/portfolio-m
anagement-fundamentals-training/
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• Training Objectives
• 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

Portfolio Management Fundamentals Training
TAKE THIS COURSE
https//www.tonex.com/training-courses/portfolio-m
anagement-fundamentals-training/
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TONEX TRAINING Portfolio Management
Fundamentals Training 3 Days Course Call Us
Today 1-972-665-9786
TAKE THIS COURSE
Portfolio Management Fundamentals Training
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anagement-fundamentals-training/
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• Course Outline
• Overview of Portfolio Management
• Elements of Portfolio Management
• Getting Started on the Project Portfolio
  Management
• Managing the Project Portfolio
• Active Portfolio Management Fundamentals
• Expected Revenues and Assessment
• Active Portfolio Management Performance
• Investment Management Process
• Computable Methodologies of Investment Assessment
• Portfolio Management and Evaluation
• Psychological Features of Investment Management
• Optional Topics
• The Philosophy Behind Investment Portfolio
• Stocks Investment
• Bonds Investment Management

Portfolio Management Fundamentals Training
TAKE THIS COURSE
https//www.tonex.com/training-courses/portfolio-m
anagement-fundamentals-training/
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• 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

Portfolio Management Fundamentals Training
TAKE THIS COURSE
https//www.tonex.com/training-courses/portfolio-m
anagement-fundamentals-training/
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TONEX TRAINING Portfolio Management
Fundamentals Training 3 Days Course Call Us
Today 1-972-665-9786
TAKE THIS COURSE
Portfolio Management Fundamentals Training
https//www.tonex.com/training-courses/portfolio-m
anagement-fundamentals-training/
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• 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

Portfolio Management Fundamentals Training
TAKE THIS COURSE
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anagement-fundamentals-training/
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• 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

Portfolio Management Fundamentals Training
TAKE THIS COURSE
https//www.tonex.com/training-courses/portfolio-m
anagement-fundamentals-training/
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TONEX TRAINING Portfolio Management
Fundamentals Training 3 Days Course Call Us
Today 1-972-665-9786
TAKE THIS COURSE
Portfolio Management Fundamentals Training
https//www.tonex.com/training-courses/portfolio-m
anagement-fundamentals-training/
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• 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

Portfolio Management Fundamentals Training
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https//www.tonex.com/training-courses/portfolio-m
anagement-fundamentals-training/
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• 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 Fundamentals Training
TAKE THIS COURSE
https//www.tonex.com/training-courses/portfolio-m
anagement-fundamentals-training/
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TONEX TRAINING Portfolio Management
Fundamentals Training 3 Days Course Call Us
Today 1-972-665-9786
TAKE THIS COURSE
Portfolio Management Fundamentals Training
https//www.tonex.com/training-courses/portfolio-m
anagement-fundamentals-training/
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• 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

Portfolio Management Fundamentals Training
TAKE THIS COURSE
https//www.tonex.com/training-courses/portfolio-m
anagement-fundamentals-training/
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TONEX TRAINING Portfolio Management
Fundamentals Training 3 Days Course Call Us
Today 1-972-665-9786
TAKE THIS COURSE
Portfolio Management Fundamentals Training
https//www.tonex.com/training-courses/portfolio-m
anagement-fundamentals-training/
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• 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
• How to make a wise investment in bonds
• Bond evaluation

Portfolio Management Fundamentals Training
TAKE THIS COURSE
https//www.tonex.com/training-courses/portfolio-m
anagement-fundamentals-training/
20
TONEX TRAINING Portfolio Management
Fundamentals Training 3 Days Course Call Us
Today 1-972-665-9786
TAKE THIS COURSE
Portfolio Management Fundamentals Training
https//www.tonex.com/training-courses/portfolio-m
anagement-fundamentals-training/
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• TONEX Hands-On Sample Workshop for Portfolio
  Management
• Consider performing portfolio management project
  for a legal firm
• Assume you have two objectives
• Consider the following projects as the strategies
  associated with the profitability
• Consider the following projects as the strategies
  related to the production expansion
• By gathering information, identify the following
• Strategic evaluation
• Portfolio analysis
• New project assessment
• Existing state
• Conclusion

Portfolio Management Fundamentals Training
TAKE THIS COURSE
https//www.tonex.com/training-courses/portfolio-m
anagement-fundamentals-training/
22
TONEX TRAINING Portfolio Management
Fundamentals Training 3 Days Course Call Us
Today 1-972-665-9786
TAKE THIS COURSE
Portfolio Management Fundamentals Training
https//www.tonex.com/training-courses/portfolio-m
anagement-fundamentals-training/
23
TONEX TRAINING Portfolio Management
Fundamentals Training 3 Days Course Call Us
Today 1-972-665-9786
TAKE THIS COURSE
Portfolio Management Fundamentals Training
https//www.tonex.com/training-courses/portfolio-m
anagement-fundamentals-training/
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Portfolio Management Fundamentals Training
https//www.tonex.com/training-courses/portfolio-m
anagement-fundamentals-training/
TAKE THIS COURSE
26
(No Transcript)