Portfolio Management
Discover our portfolio management training and master the essential strategies for optimising your investments. Learn how to diversify your assets, manage risk and adjust your allocation in a highly volatile market. Develop your expertise and make informed financial decisions with confidence.
Public
This course is aimed at anyone who is new to the financial markets or already familiar with them, and who wants to learn the fundamentals of portfolio management, regardless of their personal objectives (managing their investments independently or working more closely with their financial adviser).
Objectives
Our programme aims to equip you with the skills you need to manage your private investment portfolio effectively and consciously. When completing the training you will be able to:
- Optimally diversify your investments in financial assets based on your risk tolerance.
- Avoid cognitive bias when making investment decisions.
- Understand economic and financial events and assess the impact they will have on your portfolio.
- Regularly assess the performance of your portfolio and review the costs associated with your investments.
- Understand extreme events and incorporate their impact into your investment strategy.
- Spot fraudulent schemes and avoid financial pitfalls.
- Develop a robust investment plan based on your objectives and investment horizon.
- Ask your bank advisor the right questions to ensure that your investments are managed efficiently.
Le contenu
1 : Introduction to portfolio management
Personal Financial Objectives
- Defining your financial objectives
- Assessing your risk tolerance
Classic investment approach
- Investment in equities
- Bonds and other fixed-income securities
- Commodities and gold
- Investment funds and real estate
- Index funds and ETFs
2 : Investment strategies
The basic principle of diversification
- Introduction to asset allocation
- The importance of asset diversification
- Importance of time diversification
Investing in a Risky But Profitable Environment
- Relationship between expected return and risk
- Importance of extreme events and their management
- Importance of the time horizon
Active vs Passive Management
- Differences in performance and costs
- Advantages and disadvantages of each approach
- Decoding an investment fund prospectus (KIID) and understanding the pitfalls
- Practical application: the Madoff case study
3 : Portfolio management practices
The lessons of the Wall Street monkey and efficient markets
- Understanding the efficiency of financial markets
- The market cannot always be beaten
- Implications for portfolio management
Building Your Portfolio
- Steps to building a balanced portfolio
- Selecting investments according to objectives
Measuring Performance
- Calculating returns
- Evaluating performance against objectives
4 : Tax implications of wealth management choices
In our complex and not always logical tax system, every choice made in the area of wealth management has significant tax consequences. Investing in shares or bonds, in Belgian or foreign securities, in various types of collective investment, gives rise to sometimes unforeseen effects. Tax on securities accounts must be included in the calculation of tax costs.
The same applies, in an incredibly more complex way, to the possible effects of the Cayman tax, which is applicable much more quickly than is generally believed.
- 12 and 13 December 2025 (Brussels)
- French
- Brussels or Luxembourg
Professeurs associés à la formation
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Le saviez-vous ?
Nous sommes agréés INFPC. En tant qu’entreprise luxembourgeoise, vous pouvez donc bénéficier d’un cofinancement substantiel de votre formation continue via Luxembourg Lifelong Learning. Pour plus d’informations, cliquez ici.
