Learning Unit - 5
Portfolio Management
Objectives :
At the end of this learning unit, the participants will be able to;
- Interpret the basic principles required for designing, analyzing and managing a
portfolio - Forecast the future share price movements
- Identify the factors that influence financial performance of companies.
- Decide the proportions of the total funds that should be invested in each security.
- Take decisions on asset allocation and on the choice of securities within each
broad category of asset. - Revise portfolios based on changes in the prices of securities.
- Evaluate portfolio performance.