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Portfolio Management

Watch our interview with Academic Programme Director Professor Raghavendra Rau.

Overview

How should investors value the different financial instruments they are offered and what are the risk-return choices they have? This programme focuses on these two key decisions faced by investors:

  • How can they maximise their returns while taking on the least amount of risk?
  • Which of the numerous investment opportunities available - stocks, bonds, options, derivatives, etc. offers them the best combination of risk and return?

The programme offers a balanced approach by examining the decision making problems from the perspective of both the investor and the company perspective. Firms need to fully understand what investors are looking for in order to design securities that will attract interest from investors, whether they are stocks, bonds or derivatives. Investors need to be fully appraised of the various options, the associated benefits and potential pitfalls.

In exploring the various financial instruments, the programme does assume a basic understanding of finance and accounting principles.

Topics covered include:

  • Overview of arbitrage
  • Stocks, bonds and the term structure of interest rates
  • Mutual funds
  • Risk, return and the capital asset pricing model
  • Other types of asset pricing models
  • Market efficiency

This programme can be taken on its own or together with five others as a consolidated series. On completion of all six programmes, participants receive the Cambridge Judge Business School Financial Management Certificate of Achievement. On completing the FMCA you will be eligible to become an associate member of Cambridge Judge Business School's global network of graduates and business-focused University of Cambridge alumni, faculty and staff.

Benefits

  • Understand the characteristics of different types of financial instruments
  • Understand how to value any type of financial instrument

This programme counts as one course for those completing the Cambridge Judge Business School General Management Certificate of Achievement or Cambridge Judge Business School Financial Management Certificate of Achievement. On completing either the GMCA or FMCA you will be eligible to become an associate member of Cambridge Judge Business School's global network of graduates and business-focused University of Cambridge alumni, faculty and staff.

Who should attend

Typically, participants will have a minimum three years' professional experience. It is particularly suited for early-career corporate managers, analysts, and portfolio managers, who would like a comprehensive introduction to the different types of financial securities, such as stocks, bonds, retirement annuities, etc.

Those aspiring to a career switch and who wish to understand more about finance, together with recent entrants to financial roles in the banking, alternative finance, wider finance, accounting, consultancy or public sectors would also be welcome to attend.

Faculty and speakers

Raghavendra Rau

Sir Evelyn de Rothschild Professor of Finance
PhD (INSEAD)

Read more

Dates & fees

Dates Duration Fees *
13-14 October 2016 2 days £2300 + VAT
14-15 December 2017 2 days £2300 + VAT

VAT is charged at the prevailing rate, which is currently 20%; e.g. £2,300 + 20% = £2,760.

* Fees include instruction, materials, lunch and breaks. Preferential rates may be available for groups, University of Cambridge alumni and members of the School's Alumni Association. Please note prices pre-registration are subject to change.

This programme forms part of the Cambridge Judge Business School Financial Management Certificate of Achievement. For participants completing all six finance programmes required, the overall fee is £9,975 + VAT.

On completing the FMCA you will be eligible to become an associate member of Cambridge Judge Business School's global network of graduates and business-focused University of Cambridge alumni, faculty and staff.

For information regarding payment terms, cancellation rights, transfer policies and fees, please see our terms & conditions documents:

Terms & Conditions for Self-funded Applicants (pdf, 226KB) (updated 27 October 2015)
Terms & Conditions for Organisation-funded Applicants (pdf, 243KB) (updated 27 October 2015)

Registration closes at midday two working days before the programme start date.

Participants are expected to attend the full programme.

Version 2.1 (5 February 2016)

Register

You can register for this programme via our online system. Please note the registration form will open in a new tab/window.

When you register for this programme, please let us know if your organisation is paying for your placement or if you are applying as an individual.

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Individual

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