Bankers Institute of the Philippines, Inc.
cordially invites you to the Seminar on:
INTRODUCTION TO
PORTFOLIO MANAGEMENT
www.baiphil.org
MR. ALEXANDER NORBERT GILLES, CFA
Consultant for Financial Markets Education
First Metro Securities
COURSE OUTLINE
1. Portfolio management
o Matching the client with the markets
2. Portfolio management policies for individual investors
o Demographics
o Objectives
o Constraints
o Requirements of effective policy
3. Portfolio management policies for institutional investors
o Objectives
o Constraints
o Pensions and employee benefit funds
o Endowment funds
o Insurance companies and commercial banks
4. Capital market expectations
o Key macroeconomic factors affecting security pricing
o Development of expectations
o Macro valuation model
o Elements of discounting process
5. Asset allocation
o Assessment of opportunities
o Determination of asset mix
o Selection approaches
o Issues in multiple-manager environments
SCHEDULE
le
November 26 & 27, 2015
(Thursday & Friday)
8:30 A.M. to 1:00 P.M.
VENUE
Dusit Thani Manila,
Ayala Center, Makati City
TARGET AUDIENCE
Bank personnel who
wants to enhance their
knowledge and skills on
portfolio management.
6. General portfolio construction and revision
o Inputs to portfolio construction and revision
o Diversification issues
o Portfolio monitoring and rebalancing
o Implementation issues
“Building Capacity towards Financial Inclusion and Integration”
Introduction to Portfolio Management
November 26 & 27, 2015
REGISTRATION DUES
Php7,000.00 / participant for Member Banks
Php8,000.00 / participant for Non-Member Banks
(Inclusive of AM snack, Lunch, Certificate of Attendance and materials)
PROCESS of PAYMENT
Payment should be made on or before the seminar date payable to Bankers Institute of the
Philippines, Inc. (BAIPHIL). NO CASH PAYMENT DURING THE SEMINAR DAY.
For inquiries, please call the BAIPHIL Secretariat at (02) 853-4457 or 519-2433.
Registration form may be reproduced, and fax at no. (02) 853-0889 or e-mail at:
training@baiphil.org
REGISTRATION FORM
DEADLINE of SUBMISSION
• November 18, 2015 (Wednesday)
Note: Cancellation of Registration shall be made before the deadline of submission of registration
form otherwise same shall be billed accordingly
“Building Capacity towards Financial Inclusion and Integration”