Description

Course Outline:

1. Creating an investment policy statement

1. Risk
2. Return
3. Tax regulatory
4. Others

2. Fixed income portfolio management

1. Passive management
2. Active management

3. Equities portfolio management

1. Passive management
2. Active management

4. Performance measurement

1. Sharpe ratio
2. Jensen ratio
3. Information ratio
4. Sortino ratio
5. Attributes of a benchmark

Speaker:

Dr. Robert B. Ramos, 

CFA, CAIA, CIPM, RFC

Trust and Investments Group

Rizal Commercial Banking Corporation

 

Schedule:

February 15, 2024 

(Thursday)

1:00 PM – 4:00 PM

 

Training Fee:

Member Institution – P 2,800.00

Non-Member Institution – P 3,920.00

**VAT inclusive

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