Finance and TreasuryPortfolio Investment Analysis
A technical course on analysing investments for inclusion in a portfolio. Delegates work through equity valuation using discounted cash flow and relative methods, fixed income pricing and yield analysis, credit assessment, and the analysis of an investment's contribution to portfolio risk rather than its risk in isolation. Substantial attention goes to interrogating the assumptions in a valuation, since most valuation disputes are assumption disputes, and to the specific difficulty of valuing assets in markets with limited comparable transactions.
Course objectives
- Value equities using discounted cash flow and relative methods
- Price fixed income instruments and analyse yield
- Assess credit quality and its effect on required return
- Analyse an investment's contribution to portfolio risk
- Interrogate the assumptions underlying a valuation
- Value assets where comparable transactions are limited
- Present an investment recommendation with its assumptions stated
Who should attend
- Investment analysts
- Portfolio managers and asset managers
- Corporate finance professionals
- Pension fund and institutional investment staff
- Finance professionals moving into investment roles
Course outline
- 01Discounted cash flow valuation of equities
- 02Relative valuation and comparable selection
- 03Fixed income pricing and yield analysis
- 04Credit assessment and required return
- 05Contribution to portfolio risk against standalone risk
- 06Interrogating valuation assumptions
- 07Valuation with limited comparable transactions
- 08Presenting a recommendation
Scheduled sessions
| Dates | Venue | Format | Price | Register |
|---|---|---|---|---|
| 17 to 21 September 2026 | Windhoek, Namibia | Classroom | R11,995 per delegate | Register Now |
| 20 to 24 September 2026 | Dar es Salaam, Tanzania | Classroom | R11,995 per delegate | Register Now |
| 20 to 24 September 2026 | Cape Town, South Africa | Classroom | R11,995 per delegate | Register Now |
| 29 September to 3 October 2026 | Nairobi, Kenya | Classroom | R11,995 per delegate | Register Now |
| 14 to 18 November 2026 | Mbabane, Eswatini | Classroom | R11,995 per delegate | Register Now |
| 30 November to 4 December 2026 | Windhoek, Namibia | Classroom | R11,995 per delegate | Register Now |