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CPD certified event
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CPD Certified
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IPD Courses
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Property Portfolio Strategies
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This one-day course focuses on the investment process - from how to develop a strategy based on your risk/return objectives to determining your asset allocation. The course will take you through creating the optimal portfolio, selecting and managing the stocks and reviewing the performance that results. Particular emphasis will be placed on the role of uncertainty in the property investment process – how this can be measured under the heading of ‘risk’, and how risk can ultimately be managed.
Course content
- What is meant by the term 'investment'?
Introducing the client investment objective: investment risk and expected return. Do we know the risk and return? Introducing the concept of uncertainty.
- What do we know about uncertainty in real estate?
Uncertainty and probability attached to potential future events.
- Defining the investment strategy philosophy.
- Implementing a strategy.
Forecasting and asset allocation. Stock selection framework.
- Managing risk.
Diversification. Required return, appraising a sector, appraising a local market, appraising an asset.
- A learning process.
Reviewing your investment strategy and learning from past mistakes.
Who should attend
- All clients of IPD's portfolio analysis service
- Researchers
- Strategists
- Fund Managers
- Analysts
- Property Directors
- Lawyers
- Accountants
- Trustees
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Trainers
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Malcolm Frodsham,
Director of Research, IPD
Mark Clacy Jones,
Research Manager, IPD
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2012 course fees:
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Course Dates: London
- 21 June 2012
- 17 October 2012
Course Fees
Standard fee: £600+VAT
IPD Client fee*: £550+VAT
*PAS subscribers only
(VAT is charged at 20%)
To contact us directly:
+44 (0) 207 336 4783
enquiries@ipd.com
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Copyright 2011 IPD Ltd
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