Administración de Portafolios de Inversión

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Overview

OBJETIVO DEL CURSO:

En tres días usted tendrá un curso intensivo donde aprenderá a:

  • Dominar los aspectos teóricos y prácticos de la administración de portafolios de inversiónDominar los aspectos teóricos y prácticos de la administración de portafolios de inversión
  • Interpretar variables macroeconómicas para la toma de decisiones de inversión
  • Utilizar herramientas estadísticas para cuantificar las expectativas de rendimientos y niveles de riesgos
    Elaborar un presupuesto de riesgo
  • Identificar los aspectos más importantes que guían las decisiones de inversiones de individuos e instituciones
  • Administrar el portafolio de bonos corporativos y de gobierno
  • Administrar el portafolio de acciones
  • Distribuir en forma Táctica-Global las inversiones
  • Evaluar la ejecutoria del portafolio de inversiones

METODOLOGÍA:

Se discutirán los conceptos y sus usos en el mundo real, se aplicarán las estrategias y tácticas a un número significativo de casos.

MATERIALES DEL CURSO:

Todos los delegados recibirán una carpeta con material a utilizarse durante el curso y que le servirá de referencia luego del curso.

QUIÉNES DEBEN ASISTIR:

  • Tesoreros
  • Administradores de Portafolio
  • Analistas de Inversiones
  • Consejeros de Inversiones
  • Banqueros Privados
  • Administradores de Planes de Pensiones
  • Miembros de Comité de Inversiones
  • Principales Oficiales Financieros
  • Jefes de Inversiones de Compañías de Seguros
  • Brokers


 

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