Portfolio Management
Construction, allocation and performance attribution for funds operating in the Egyptian market.
Programme overview
A full-cycle programme covering mandate design, strategic and tactical allocation, security selection, execution and client reporting for funds and discretionary portfolios licensed in Egypt.
Participants run a simulated fund over the programme, rebalancing against a benchmark and reporting attribution to a mock investment committee.
Key learning outcomes
- 01Translate a client mandate into an investment policy statement
- 02Build strategic and tactical allocations under local constraints
- 03Apply risk budgeting and position sizing discipline
- 04Measure performance and decompose attribution
- 05Manage liquidity, redemptions and valuation policy
- 06Report to investment committees and unit holders
Curriculum
Mandates & IPS
Objectives, constraints, benchmarks and suitability.
Asset allocation
Strategic frameworks, tactical tilts and rebalancing rules.
Selection
Screening, conviction sizing and trade implementation.
Risk & liquidity
Tracking error, drawdown control and redemption management.
Attribution & reporting
Brinson attribution, GIPS-aligned reporting and disclosures.
Prerequisites, assessment & certification
Prerequisites
Equity Markets & Valuation or three years of investment experience.
Assessment
Simulated fund performance report and committee presentation.
Certification
Counts toward the Asset Management Certification.
Other programmes in this track
Reserve a place on the next cohort
Member firms receive preferential rates and can nominate delegates directly through the secretariat. In-house delivery is available for cohorts of ten or more.