SkillsFuture Series

Fundamentals of Portfolio Investing

Duration 2 days

Certificate TP Certificate

Course Overview

This course is for learners seeking an understanding of essential portfolio management concepts in a non-technical and accessible context. Understand the core theories and techniques employed by leading investors, including the fundamentals of portfolio management, risk-reward optimisation that are the cornerstones of successful investment portfolios. Learn how AI and machine learning are transforming the investment product landscape, and what you can do to adapt. And uncover the truth behind why the overwhelming majority of online investment gurus typically over-promise and under-deliver.

Who Should Attend

Business professionals seeking to enhance their understanding of investment theory, and professionals in the finance industry (e.g. relationship managers, financial advisors, asset managers) will find this course directly relevant.

What You'll Learn

Building and managing portfolios using risk-reward optimization
Multi-asset approaches
Portfolio levers, e.g. asset selection, sizing, timing, duration
Blending active and passive portfolio management
Digitalization of the investment landscape, and to adapt your own portfolio strategies
Managing portfolio risk
Avoiding common pitfalls

Level

Basic

Certification

Participants who meet at least 75% of the required course attendance and attempt the assessment will be awarded the Certificate of Completion.

For more information on course fee / schedule, or to apply,

CLICK HERE

Lecturer/Trainer Profile

Mr Jason Lee

Mr Jason Lee is a retired finance professional and economist who has held senior positions at leading institutions including senior economist at the Monetary Authority of Singapore, Head of Enterprise Risk at GIC and most recently, as Managing Director of DBS’ Corporate Treasury where he led teams responsible for portfolio management, wholesale funding and data science. He has also represented Singapore at international platforms including the inaugural Asian Leaders in Financial Institutions programme.

With nearly two and a half decades of experience in portfolio management, risk management and economic policy, Jason has a built a proven track record leading world-class investment teams and generating class-leading portfolio outcomes. His professional interests aside, Jason is passionate about financial and economic education, and helping Singaporeans resist the growing tide of irresponsible “get-rich-quick" investment gurus.

Course Contact

Enquire Now
67881212
Monday - Thursday: 8:30am - 6:00pm
Friday: 8:30am - 5:30pm

Closed during lunchtime, 12:00pm - 1:00pm
and on weekends and public holidays.
https://www.tp.edu.sg/tsa
Temasek SkillsFuture Academy (TSA)

Temasek Polytechnic

East Wing, Block 1A, Level 3, Unit 4

21 Tampines Avenue 1,

Singapore 529757

Temasek Polytechnic reserves the right to alter the course, modify the scale of fee, amend any other information or cancel a course with low enrolment.