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Portfolio Management & Hedging

An Interactive 5-Day Training Course

Portfolio Management & Hedging

Managing Portfolio Performance and Hedging the Risk

NASBA
Classroom Schedule
Date Venue Fees
01 - 05 Jun 2026 Amsterdam $ 5,950
23 - 27 Nov 2026 London $ 5,950
Online Schedule
Date Venue Fees
01 - 05 Jun 2026 Online $ 3,950
03 - 07 Aug 2026 Online $ 3,950

Introduction

The essential criteria for a successful portfolio are managing the portfolio in terms of risk and returns. Portfolio management involves overseeing investments that meet long-term financial objective and risk tolerance of the organisations. Portfolio management is extremely useful to organisations and individual investors. Different investment options come with different levels of risks and managing such risks are the core of portfolio management.  Unfortunately, being effective in portfolio management requires the ability to weigh strengths and weaknesses, opportunities and threats across the full range of investments.

This Portfolio Management & Hedging training course is an ideal opportunity for individuals willing to enhance their skills set and improves their technical skills in managing portfolio risk and returns. The delegates will have a good insight of the financial markets and relevant technique required in managing & hedging portfolio risks.

This GLOMACS Portfolio Management & Hedging training course highlights:

  • Practical applications of portfolio theory.
  • Bond valuations and duration.
  • Bond convexity.
  • Forward and future contract.
  • Option pricing.

Objectives

The Portfolio Management & Hedging training course aims to provide delegates with

  • Knowledge of selecting alternative asset classes from the capital market.
  • Relevant techniques for assessing portfolio risk and returns.
  • The importance of derivative market for hedging.
  • Types of asset classes available in the market.
  • Different option strategy.

Training Methodology

The training course will be delivered as highly participative workshop with formal presentations. Each topic will be supported by real world examples and delegates will have the opportunity to apply each of the topics during the training. The use of Excel is critical and therefore it would be beneficial for the delegate to bring his or her own laptop to the sessions.

Organisational Impact

By sending delegates on the Portfolio Management and Hedging training course, your organisation will benefit by:

  • Providing your staff with the ability to manage portfolio risks.
  • Up-to-date industry standard techniques for portfolio management and risk assessment.
  • Advanced knowledge of Excel for portfolio management techniques.
  • Organisation growth and development because of increased credibility in managing portfolio.
  • Competitive advantage because of the knowledge and techniques in effective management of the portfolio

Personal Impact

By attending this Portfolio Management and Hedging training course, you will:

  • A wider knowledge set of financial products
  • A greater awareness of techniques available to provide leverage
  • Advanced ability in financial analysis using Excel.
  • Greater clarity on “risk” and tools available to manage the portfolio risk.
  • A good understanding of derivative market and its impact on portfolio management.

Who should Attend?

  • Financial market professionals seeking to widen their knowledge base of financial products and investment analysis
  • Upper middle and senior management who joined the industry 10+ years previously who are looking to update their skill set
  • Regulators looking to understand current trends in financial markets.
  • New entrant to financial industry willing the capital market and portfolio theory.
Course Outline
Day 1

Portfolio Theory

  • The Markowitz model of Portfolio Risk
  • The Capital Asset Pricing Model
  • A practical application of the CAPM to a range of companies
Day 2

Fixed Income Securities

  • Bond pricing
  • Bond duration
  • The term structure of interest rates
  • The convexity of a bond
  • Bond ratings
  • Immunising a bond portfolio
  • Structured products
  • Money Market Deposits.
Day 3

Derivative Securities I

  • An introduction to the Derivatives Market
    • Futures
    • Options
  • The cost of carry model
  • Cash and carry arbitrage
  • Reverse cash and carry arbitrage
  • Using Futures to provide portfolio insurance
  • Using futures to change a portfolios “beta”
  • Spread trading:
    • Inter-commodity spreads
    • Intra-commodity spreads
Day 4

Derivative Securities II

  • Using Options to provide portfolio insurance
  • Option trading strategies.
  • Option pricing
  • Option Greeks
  • Volatility trading
Day 5

Alternative Investments

  • Opportunities offered by alternative investments:
    • Property
    • Commodities
    • Art & Wine
Certificates
  • On successful completion of this training course, GLOMACS Certificate will be awarded to the delegates.
  • Continuing Professional Education credits (CPE): In accordance with the standards of the National Registry of CPE Sponsors, one CPE credit is granted per 50 minutes of attendance.
Providers and Associations

Endorsed Education Provider

NASBA

In Association With

This training course is also a part of the 10-Day Titles
Options & Brochure
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Frequently Asked Question

No. Saudi GLOMACS delivers courses in Saudi Arabia and internationally, including delivery across Europe and Asia. This allows organisations and professionals to access training both locally and abroad.

No. While governance and leadership are part of the portfolio, Saudi GLOMACS delivers training across the entire business and professional lifecycle, including administrative, technical, legal, regulatory, and sector-specific training.

Yes. Saudi GLOMACS designs and delivers bespoke in-house training tailored to organisational objectives, sector requirements, and workforce needs. Training can be delivered in Saudi Arabia or internationally, depending on requirements.

Courses delivered in Saudi Arabia are adapted to reflect local regulatory frameworks, organisational structures, sector conditions, and professional expectations. This ensures training is relevant, practical, and aligned with Saudi workplace realities.

GLOMACS has been delivering professional training for over thirty years, with courses delivered across Europe, the Middle East, Asia, and other international markets.

Saudi GLOMACS combines three decades of global training experience with a clear focus on Saudi market relevance. This allows it to deliver training that is both internationally credible and locally applicable, across a broader range of disciplines than niche or single-focus providers.

Saudi GLOMACS is a Saudi-based professional training provider delivering courses tailored to the Saudi market and applicable internationally. It operates within the global GLOMACS framework and draws on more than three decades of international training experience.

Saudi GLOMACS offers professional training across a wide range of disciplines, including administration, leadership and management, governance and regulation, law, oil and gas, energy, engineering, finance, digital technologies, and sector-specific specialisations.

Training supports professionals across all career stages, from operational roles to specialist and senior responsibilities.

Participants include professionals from public sector, semi-government, and private sector organisations, across a wide range of roles and industries. Attendees range from administrative and operational professionals to technical specialists, managers, and senior decision-makers.

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