Details
OVERVIEW
This course focuses on training participants on modern ways of managing endowment funds. It explains the concepts and methodologies of how to put an investment strategy and how to valuate, invest and manage an endowment portfolio. It outlines risk/return relation and the various ways of their calculations, comparison of different investments, portfolio performance analysis and bench marking.
The course can be delivered in Arabic or English.
OBJECTIVES
This course will help learners to understand the principles, requirements and methodologies of portfolio management and investment within the waqf industry. It outlines all concepts, tools and techniques to valuate investments in order to reach an investment decision, build up an investment portfolio, analyze and benchmark performance. It also outlines what is required to build a strategy to develop endowment funds.
This course focuses on training participants on modern ways of managing endowment funds. It explains the concepts and methodologies of how to put an investment strategy and how to valuate, invest and manage an endowment portfolio. It outlines risk/return relation and the various ways of their calculations, comparison of different investments, portfolio performance analysis and bench marking.
The course can be delivered in Arabic or English.
OBJECTIVES
This course will help learners to understand the principles, requirements and methodologies of portfolio management and investment within the waqf industry. It outlines all concepts, tools and techniques to valuate investments in order to reach an investment decision, build up an investment portfolio, analyze and benchmark performance. It also outlines what is required to build a strategy to develop endowment funds.
Outline
•Introduction to Investment and the relation with endowments
•Return calculations
•Investment risks and calculations
•Introduction to endowment Portfolio
•Types of investors
•Principles of Portfolio Management
•Investment Strategies and Investment Policies
•How to appoint a portfolio manager/investment manager for the endowment fund.
•Performance analysis of endowment fund/investments.
•Examples of International Endowment Funds (Yale/Harvard Endowment Funds)
•Return calculations
•Investment risks and calculations
•Introduction to endowment Portfolio
•Types of investors
•Principles of Portfolio Management
•Investment Strategies and Investment Policies
•How to appoint a portfolio manager/investment manager for the endowment fund.
•Performance analysis of endowment fund/investments.
•Examples of International Endowment Funds (Yale/Harvard Endowment Funds)
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MENTOR is a management consulting firm that helps organizations to improve performance and reach their full potential. Since our establishment in 2006, we have served as a strategic partner to organizations of all sizes and worked with government entities, UN organizations, multinational businesses, non-profits, and financial institutions. Through a combination of consulting services, learning programs and digital applications, we guide organizations on their journey to becoming better at what they do. 1.We provide consultancy to organizations on how to create positive change and become more efficient and cohesive.
2.We equip employees and business leaders with skills required for change, through customized learning solutions.
3.We empower change through digital applications that help clients to operate and learn more effectively.
From our offices in California and Dubai, we work to deliver positive change in our client organizations and the customers they serve. Read more about us here: https://www.mentor-gc.com/
2.We equip employees and business leaders with skills required for change, through customized learning solutions.
3.We empower change through digital applications that help clients to operate and learn more effectively.
From our offices in California and Dubai, we work to deliver positive change in our client organizations and the customers they serve. Read more about us here: https://www.mentor-gc.com/
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