An Intensive 5-day Training Course
Portfolio Management & Hedging
Managing Portfolio Performance and Hedging the Risk
Scheduled Dates
Classroom
| 02 - 06 Jun 2025 | Amsterdam - The Netherlands | $5,950 | RESERVE A SEAT |
| 24 - 28 Nov 2025 | London - UK | $5,950 | RESERVE A SEAT |
Online
| 02 - 06 Jun 2025 | Online | $3,950 | RESERVE A SEAT |
Would an alternative date be more suitable?
We offer a variety of tailored training options, customized to meet your organisation's needs. Delivered anytime, anywhere, we make it easy to bring expert training directly to your team.
Why Choose this Training Course?
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 PetroKnowledge Portfolio Management & Hedging training course highlights:
- Practical applications of portfolio theory.
- Bond valuations and duration.
- Bond convexity.
- Forward and future contract.
- Option pricing.
What are the Goals?
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.
Who is this Training Course for?
- 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.
How will this Training Course be Presented?
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.
Daily Agenda
Day One: 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 Two: 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 Three: 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 Four: Derivative Securities II
- Using Options to provide portfolio insurance
- Option trading strategies.
- Option pricing
- Option Greeks
- Volatility trading
Day Five: Alternative Investments
- Opportunities offered by alternative investments:
- Property
- Commodities
- Art & Wine
Certificate
- On successful completion of this Training Course / Online Training Course, a PetroKnowledge Certificate / E-Certificate will be awarded to the delegates.
In Association With
Frequently Asked Questions
Why PetroKnowledge?
PetroKnowledge is a globally recognized provider of training courses for oil and gas professionals, offering a wide range of specialized training courses designed to enhance knowledge, skills, and expertise in the energy sector. With courses tailored to meet the evolving demands of the oil and gas industry, PetroKnowledge helps professionals stay up-to-date with industry standards, technological advancements, and best practices.
Who are these training courses designed for?
Our courses are specifically developed for professionals in the oil and gas industry, including engineers, technical staff, managers, and other specialists looking to advance their careers. Whether you’re a seasoned expert or new to the sector, our training for oil and gas professionals is suited to individuals at all stages of their professional journey.
Are the courses delivered online or in person?
PetroKnowledge offers flexible learning solutions with both online courses and in-person training options. Online courses for oil and gas professionals provide the flexibility to learn from anywhere, while in-person courses offer a hands-on, interactive learning environment. Each training course page provides detailed information on the delivery format, allowing you to choose the option that best meets your learning style and schedule
Can I get a customized training course for my team?
Yes, PetroKnowledge offers customized in-house training solutions for organizations looking to upskill their teams. We work closely with companies to design bespoke training courses for oil and gas professionals that address specific challenges and objectives. Whether you need on-site training or online solutions, we can tailor the training courses to suit your organization’s needs.
Are there any prerequisites for attending a course?
Certain advanced training courses for oil and gas professionals may require prior experience or technical knowledge. These prerequisites ensure that participants can fully benefit from the course content. We recommend reviewing the course description on the relevant page to determine if any prerequisites apply to your selected course.
How can I enroll in a course?
Enrolling in one of our training courses for oil and gas professionals is simple and convenient. Navigate to the specific course page, click “Enroll Now,” and complete the registration form. You will receive a confirmation email with further details on how to proceed.
You may also get in touch with our Registration Team on
+971 50 981 7386 | +971 2 557 7389 or send an email to [email protected]
When should I expect to receive confirmation of registration?
Upon successful registration online, enrolment on the respective training course will be confirmed by Registration Team by e-mail along with the invoice and joining instruction.
Will I receive a certificate after completing the course?
Yes, upon successful completion of our courses for professionals in the oil and gas industry, you will receive an industry-recognized certificate from PetroKnowledge. This certification is designed to validate your skills and knowledge and can significantly enhance your professional credentials, boosting your career prospects in the competitive oil and gas sector.
When and how do I arrange payments?
We offer two convenient payment options:
- Bank Transfer – You can make payment via bank transfer. Once your registration is confirmed, you will receive an invoice with the banking details for the transfer. We would require you to supply a swift copy for us to confirm receipt of funds.
- Payment Link – Alternatively, we provide a secure payment link that you can use to complete your payment after your registration has been confirmed.
What is the refund or cancellation policy?
Our refund and cancellation policy varies depending on the course and circumstances. Generally, cancellations made at least 21 days before the training are eligible for a refund, less any administrative fees. If you have any specific inquiries about the cancellation or refund, don’t hesitate to contact our support team, who can assist with your booking and cancellation queries.
Is there a discount for more than one registrant/course?
For corporate fees and group registration, please send your query to [email protected].
