Table of contents
Training in French
Brussels :
17 and 18 March 2025
Luxembourg :
22 and 23 May 2025
Duration :
2 consecutive days
Language :
French
Price :
1,200 excl. VAT for 2 days
Registration deadline :
10 days before the date
Introduction
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).
Content
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
Part 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.
2025…
Brussels or Luxembourg?
17 and 18 March in Brussels
22 and 23 May in Luxembourg
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.
Professor Mathias SCHMIT
Mathias Schmit
- Professor of Finance and Academic Director at the Solvay Brussels School of Economics and Management (Université Libre de Bruxelles)
- Doctorate in Management Science
- Founder of Sagora, a financial training platform
- Lecturer or former lecturer at INSEAD, TiasNimbas, the Amsterdam Institute of Finance, and the universities of Aix-en-Provence Marseille, Hanoi, Hô-Chi-Minh...
- Director and member of the management boards of several companies
- Solvay Sales Engineer
- PhD in Management Sciences on Risk Management
- Professor at Solvay Brussels School, MBA - SBS,INSEAD, Tilburg
- Director of executive training, Director MBA HCMC
Vietnam - Research: Basel II, financial regulation, risk management
- Director of executive training, Director MBA HCMC
- Consultant in
- risk management
- financial analysis
- Coaching in risk management and governance
- Manager and board member in some companies
- Provide in-company executive trainings
- Worked previously for Leaseurope on EU financial regulations
Registration
To register for our Portfolio Management course, please complete the application form below. Please note that your registration will only be confirmed once we have received written confirmation from one of our Sagora members.