Fixed-Income and Equity Portfolio Management

This module provides a comprehensive understanding of managing both fixed-income and equity portfolios. Participants will explore the characteristics and valuation of bonds and other debt instruments, interest rate dynamics, and strategies for generating stable income. On the equity side, the module delves into stock selection techniques, market analysis, and constructing portfolios aligned with growth or value objectives. Learners will also examine how to strategically balance fixed-income and equity investments to optimize risk-adjusted returns and meet diverse investment goals.

Section 1: Fixed-Income Portfolio Management

• Understanding Bond Types and Characteristics

• Interest Rate Risk and Duration Analysis

• Strategies: Laddering, Barbell, and Bullet Approaches

Section 2: Equity Portfolio Management

• Stock Selection Techniques (Fundamental vs. Technical)

• Sector and Market Trend Analysis

• Equity Styles: Value, Growth, and Blend Investing

Section 3: Integrating Fixed-Income and Equity Assets

• Asset Allocation Between Debt and Equity

• Portfolio Balancing for Income vs. Capital Appreciation

• Adjusting Allocations Based on Market Conditions and Client Goals