Advance Portfolio Management Techniques

In this course, effective stock distributions are created by calculating detailed risk analyses within the effective limit framework, optimizing the average variance in line with the investors' portfolio return targets, and stock portfolio limitations in line with the risk-return preferences. Portfolio management, as it is called, encompasses the principles of deciding on the distribution of financial assets in asset classes and managing with tactics such as risk management, portfolio diversification, and market timing. This course aims to introduce investing theory, enlighten investors about topics to consider when making investment decisions and evaluate portfolio management in depth on both a theoretical and practical basis.

Aside from theoretical understanding, participants will be provided various practical applications of Markowitz Portfolio Optimization utilizing Finnet Portfolio Advisor Software during the course. Effective stock portfolio selection strategies are created with the optimizations to be made on the selected stocks with the Excel-based Hoadley Portfolio Optimizer Pro (HPO) program on the publicly traded companies in the BIST, and the effectiveness of these strategies can be seen in the risk-return perspective. As a result of the course practices, participants can actually build stock selection techniques and examine their risk-return performances to the extent they desire.