Portfolio Management


This course discusses the portfolio management process in detail, the risk and return measures used in portfolio analysis, the difference between active and passive portfolio management, and the various performance ratios used. It also provides a foundation for international certification exams in investments such as the CFA level 1 exam (certified by the CFA institute, USA) and wealth management exams such as the ICWIM (certified by the CISI, UK).

Course Details

Upon successful completion of this course, participants will be able to:

  • Define portfolio management
  • Understand and describe the different approaches to portfolio management
  • Calculate portfolio returns using different return measures and interpret the results
  • Calculate the risk of the portfolio and interpret the results
  • Demonstrate the use of Capital Market Line (CML) and Security Market Line (SML) in calculating the return and risk of a portfolio
  • Discuss different performance measured used in portfolio management
  • Analyse the performance of a portfolio using different performance ratios
  • Portfolio management process
  • Portfolio risk and return
  • CML, SML and calculation of Beta
  • Active portfolio vs. passive portfolio management
  • Performance ratios

This course is relevant for anyone who is attempting or intends to attempt the CFA Level 1 exam.

Participants are expected to have a considerable background in fundamental mathematics and relative work experience.

This course consists of the lectures, discussions and in-class exercises – Participants are also expected to complete an additional 5 hours of self-study.

Note: This course is examinable

Duration: 3 Days (5 hours per day) with the exam on the final day

Date:       12-14 Nov

Lecturers: BIBF Faculty

Fees: Member Organisations

  • GCC Nationals: Covered by Levy
  • Other Nationalities: BHD 75

Fees: Non-Member Organisations

  • All Nationalities: BHD 300

Registration Form