Portfolio Management
Understand. Decode. Act.
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.
Registration is open.
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 (whether it's 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.
Why should you register ?
By joining Portfolio Management, you will :
- Secure your investment decisions, even during a crisis.
- Manage your risks with method and efficiency.
- Maximise your performance by balancing returns and security.
- Build a sustainable strategic vision for your investments.
- Achieve independence to manage your portfolio without relying solely in experts.
- Grow confident in your financial decisions, even when facing uncertainty.
- Assert your leadership by mastering the keys to asset management.
- Elevate your discussions with bankers, investors, and partners using accurate and credible terminology.
- Avoid expensive mistakes caused by poor diversification or tracking.
- Convert volatility into opportunity, by knowing how to reposition your assets at the right time.
- Create long-lasting value for your organisation or your personal assets.
Content
Section 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
Section 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
Section 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
Section 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.
- From 12/12/2025 to 13/12/2025
- Brussels
- From 05/02/26 to 06/02/2026
- Luxembourg-City
Professors associated with the training
Discover our team
Interested in our portfolio management training course?
Discover the training content
FAQ – Portfolio Management: A Training Programme by Sagora
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This programme is designed for executives, leaders, and financial managers looking to optimise their investments and reinforce the resilience of their portfolios, even in unstable markets.
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You will learn how to analyse the markets, define a clear strategy, diversify your investments, and make informed decisions to secure and grow your assets.
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It combines academic rigour, practical case studies, and interactivity, offering a unique approach that turns your investment decisions into strategic levers.
Did you know?
We are INFPC approved. As a Luxembourg company, you may therefore benefit from substantial co-financing for your continuous training via Luxembourg Lifelong Learning. For more information, click here.
