Micro-Credential in Portfolio Management: Institutional & Personal Investing
AI-Driven Insights into Smarter Investing
January 30, 2027
Program Start Date
1.5 Credits
Course Credits
RM8,500*
Fee
STF Claimable;
HRDC Claimable
Funding Options
Overview
This Portfolio Management: Institutional & Personal Investing module serves as a comprehensive real-world examination of the model-based approaches utilized for performing portfolio & risk management in the financial industry. Major topics covered include Multifactor Models, Behavioral Finance and Retirement Finance. Lectures will involve in-classroom discussions, simulations & exercises, interaction with practitioners from the industry, hands-on “lab-style” projects, and real-life examples.
Students are also expected to research investment-related reports (preferably on Asian-relevant strategies) and use it to inform institutional-level or personal-level asset allocation strategies in teams. These reports will hopefully facilitate in-class presentations, and be used to ascertain students’ basic investments research, asset allocation and alpha-generating skills. In your presentations, students are expected to provide comprehensive analysis and recommendations which could be incorporated into our classroom portfolio discussions & learnings. This course is suitable for students interested in the asset management industry. Students will learn hands-on computational finance, risk & portfolio management. To ensure the broadest participation of students interested in investment management, the class is graded on a Pass/Fail basis.
Through a combination of videos, quizzes and exercise during our live sessions, you will achieve the following:
- Multifactor Models (MFM) in Portfolio Management
- Economic rationale for MFM
- Types of models – APT, Relative Valuation, Fundamental
- Diversification of themes
- Testing for efficacy, monotonicity, transitions, downside risk
- Behavioral Finance 1
- Anchoring, over and under-reaction, overconfidence, loss aversion
- Herding
- Mental accounting
- Confirmation and Hindsight Bias
- Examples
- Behavioral Finance 2
- Undiscovered Managers Fund
- Asset Allocation Project Stock-taking
- Hedge funds and Alternative Investments
- Case study – Are hedge funds just traditional beta?
- Retirement Finance & ESG
- Sustainable & Personal Investing
This course will enable you to:
- Demonstrate methodologies & models used in theory and in practice, including Relative Valuation, Multifactor Models, Value Enhancement Strategies, Behavioral Finance and Retirement Finance.
- Create asset allocation plans and resilient portfolios for institutional or retail investors.
- Prepare a not more than 10-page team presentation to investors / clients on proposed portfolio allocation strategy, in line with stakeholder mandate.
- Anyone interested in taking control of their personal investing (lifecycle) journey
- Portfolio managers, analysts, risk managers, buy-side service providers, and CFA holders with 3 years of professional investments experience who are looking to reinvigorate their quantitative, fundamental, portfolio and risk management skills in equities, fixed income, and hedge funds
- Individuals planning to make the switch from operations and admin-type functions to the front office in financial institutions (buy-side or sell-side) and who already have basic knowledge of investments and financial analysis, example, CFA Level 1 or 2
Basic knowledge of:
- Excel
- Financial Accounting
- Financial Mathematics and Statistics
Class Structure
Video Learning
Before live sessions, you’ll watch 20- to 40-minute video lectures and complete assignments to reinforce your learning. Videos will be available starting January 18, 2027.
Live Sessions
The live sessions are held in hybrid format, beginning with a review of the video lecture and followed by a discussion of the case of the day.
Duration
Total 6 weeks (this includes time for learners to watch videos before the first live session)
First Live Session
- Saturday, January 30, 2027
- 9:00 AM – 12:15 PM (MYT)
Second Live Session
- Sunday, January 31, 2027
- 10:00 AM – 1:15 PM (MYT)
Third Live Session
- Saturday, February 20, 2027
- 9:00 AM – 12:15 PM (MYT)
Fourth Live Session
- Sunday, February 21, 2027
- 10:00 AM – 1:15 PM (MYT)
Online Presentation
- Tuesday, March 2, 2027
- 8:00 PM – 10:00 PM (MYT)
First Live Session
- Saturday, January 30, 2027
- 9:00 AM – 12:15 PM (MYT)
Second Live Session
- Sunday, January 31, 2027
- 10:00 AM – 1:15 PM (MYT)
Third Live Session
- Saturday, February 20, 2027
- 9:00 AM – 12:15 PM (MYT)
Fourth Live Session
- Sunday, February 21, 2027
- 10:00 AM – 1:15 PM (MYT)
Online Presentation
- Tuesday, March 2, 2027
- 8:00 PM – 10:00 PM (MYT)
Faculty
Connect with us to start
Micro-Credential in Portfolio Management: Institutional & Personal Investing
AI-Driven Insights into Smarter Investing
RM8,500 or approximately USD1,848*
