Derivatives and Portfolio Management

I. Derivatives and Structured Products

Course Details:

• Call and Put Options (Long and Short)
• Difference in American, European, and Asian style Options
• Structured Products for hedging
  • Protective Put, Covered Calls, Collar Structure
• Structured Products for Income generation with limited risks
  • Autocallable Notes, Straddle, Strangle and Butterfly
  • Reverse Convertibles
  • Warrants & Accumulators
  • One Touch and No Touch Structures

II. Portfolio Construction

• Investing in different types of asset classes, with focus on listed equities in regional markets.
• Mitigating portfolio risk through diversification, dilution and management efficiency risk Tolerance.
• Working to get long-term returns and profit maximization by balancing risks & returns.

Main Purpose: strategically allocate capital to improve total portfolio return.

III. Portfolio Asset Allocation

Asset allocation refers to an investment strategy in which individuals divide their investment between different diverse assets classes to minimize risks through diversification.

Investor Types:

• Risk averse investors (Conservatives)
• Conservatives
• Moderates
• Aggressive & Very Aggressive investors

IV. Equity Trading

The process of trading equities involves purchasing shares at a lower determined price, holding them for a shorter/longer time, then selling at higher prices achieving a capital gain or keeping shares for collection varying dividends distributions on an annual basis.