Portfolio Management Fundamentals Training

Portfolio Management Fundamentals Training Call Us Today: +1-972-665-9786 https://www.tonex.com/training-courses/portfolio-management-fundamentals-training/ TAKE THIS COURSE Since 1993, Tonex has specialized in providing industry-leading training, courses, seminars, workshops, and consulting services. Fortune 500 companies certified.

Since 1993, Tonex has specialized in providing industry-leading training, courses, seminars, workshops, and consulting services. Why Tonex ? --Presenting highly customized learning solutions is what we do. For over 30 years TONEX has worked with organizations in improving their understanding and capabilities in topics often with new development, design, optimization, regulations and compliances that, frankly, can be difficult to comprehend. --Ratings tabulated from student feedback post-course evaluations show an amazing 98 percent satisfaction score. --Reasonably priced classes taught by the best trainers is the reason all kinds of organizations from Fortune 500 companies to government’s most important agencies return for updates in courses and hands-on workshops

TAKE THIS COURSE 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 https://www.tonex.com/training-courses/portfolio-management-fundamentals-training/

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. TAKE THIS COURSE Portfolio Management Fundamentals Training https://www.tonex.com/training-courses/portfolio-management-fundamentals-training/

TAKE THIS COURSE 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 https://www.tonex.com/training-courses/portfolio-management-fundamentals-training/

TAKE THIS COURSE 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 https://www.tonex.com/training-courses/portfolio-management-fundamentals-training/

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-management-fundamentals-training/

TAKE THIS COURSE 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 https://www.tonex.com/training-courses/portfolio-management-fundamentals-training/

TAKE THIS COURSE 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 https://www.tonex.com/training-courses/portfolio-management-fundamentals-training/

TAKE THIS COURSE 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 https://www.tonex.com/training-courses/portfolio-management-fundamentals-training/

TAKE THIS COURSE 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 https://www.tonex.com/training-courses/portfolio-management-fundamentals-training/

TAKE THIS COURSE 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 https://www.tonex.com/training-courses/portfolio-management-fundamentals-training/

TAKE THIS COURSE 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 https://www.tonex.com/training-courses/portfolio-management-fundamentals-training/

TAKE THIS COURSE 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 https://www.tonex.com/training-courses/portfolio-management-fundamentals-training/

TAKE THIS COURSE 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 Bonds investment policies Portfolio Management Fundamentals Training https://www.tonex.com/training-courses/portfolio-management-fundamentals-training/

TAKE THIS COURSE 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 https://www.tonex.com/training-courses/portfolio-management-fundamentals-training/

Contact Tonex Training Expert Dallas, TX: 1400 Preston Rd., Suite 400 Plano, Texas 75093 Tel: +1-972-665-9786 Washington, DC: 1025 Connecticut Ave, NW Suite 1000 Washington, DC 20036 Tel: +1-202-327-5404 International: +1-214-762-6673 Fax: +1-972-692-7492 Visit Tonex website https://www.tonex.com/

TAKE THIS COURSE https://www.tonex.com/training-courses/portfolio-management-fundamentals-training/ Portfolio Management Fundamentals Training

Portfolio Management Fundamentals Training

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