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Portfolio and Risk Management
Course modified date: 22 September 2025
- Course Duration:3.0 hr
- Course Full Fee:SGD 220
Course information
Synopsis
There are uncertainties and risks and other complexities entailed in creating a portfolio, with no one surefire way to construct one. This is because not all investors have the same objectives, or the same level of risk tolerance, so each would require their own customised plan.
This course will take you through the ways in which you can design and manage a portfolio to best achieve your goals. How do you get better returns for your investment? Is riskier always better? What can stop you from achieving your goal? Strategic steps are discussed, going through before and after a portfolio is constructed, to help you ensure that it is effectively managed over time.
Learning Objectives
- (1) Understand the client's goals
(2) Understand the importance of portfolio diversification
(3) Know how to choose different measures of returns based on objectives
(4) Know the different limits and constraints that exist
(5) Understand the client's risk-return requirement
(6) Know how to measure a portfolio's performance and effectiveness
(7) Know how to undertake a performance attribution exercise
(8) Understand the different types of risks and how they can be measured
Course Instructor
Chan Onn
Content Expert
Dr. CHAN Onn's background is in the field of Mathematics. He was a faculty member of the department of Mathematics at NUS and was part of the Financial Markets Education team at UBS AG Singapore.
Funding Options
Concessionary rates are also available for bulk enrolments. Please email us at smartlearn@comeandsee.com.sg and we will reply to you within 2 working days.