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Cesim Business Simulations

Investment Portfolio ManagementInvestment Portfolio Management

Focus:

Finance, Investment analysis, CAPM, Portfolio analysis and Wealth management.

Used in:

Integral to finance and investment graduation and postgraduates, management courses, professional development for portfolio managers and financial analysts, and training programs for individuals involved in investment decision-making. Applicable in industries such as asset management, banking, and financial consulting.

Case scenario:

In the role of a portfolio manager, participants are tasked with budget allocation across various securities to generate returns while minimizing risks. Leveraging historical data, participants navigate economic information, conduct risk analysis, assess market positions, and consider investor expectations to make well-informed investment decisions.

Participant tasks:

Participants strategically manage portfolios within a fixed budget for three years, striving to surpass market performance through informed decision-making. They concentrate on economic activities, diversify investments with consideration of return and risk, factor in competitive influences on security pricing, and make decisions with a thorough understanding of market uncertainty.

Key learning areas:

Acknowledging the importance of diversifying the portfolio through analyzing returns and risks, emphasizing the competitive incentives that steer security pricing toward fair valuation. 

Key success factors:

Success hinges on participants' capacity to apply financial concepts, strategically handle portfolios, analyze risk, and return effectively, and navigate market dynamics to attain superior performance, outperforming the market.

Expected outcome:

Participants will acquire hands-on experience in managing portfolios, refining their ability to make well-informed investment decisions, comprehending the intricacies of the market, and gaining an understanding of market dynamics.

Adaptability:

The platform offers powerful user-level customization options where the educator can change the storyline, parameters, difficulty level, languages, and currency for different target groups and experience levels. The platform provides a tool where participants' feedback and assessments can be done by AI. In addition, the platform also has the capability of recording engagement, conducting quizzes, and a forum for doubt-solving.

Available languages:

English, Hindi, Tamil, Telugu, Kannada, Marathi, Bengali, Malayalam, Odia, Gujarati, Punjabi.

Our microsimulations portfolio

Title underline

Local business
Local Business

Design thinking
Design Thinking

Innovation
Innovation

Ecommerce
Ecommerce

IT management
IT Management

Accounting
Accounting

CVP Analysis
CVP Analysis

Financial Analysis
Financial Analysis

Capital Budgeting
Capital Budgeting

Investment Portfolio Management
Investment Portfolio Management

Mergers
Mergers & Acquisition

Ordering
Ordering Basics

Logistics
Logistics

Value Chain
Value Chain

Pricing
Pricing

Promotions
Promotions & Segments

Positioning
Segmentation, Targeting & Positioning

Sales Management
Sales Management / Sales & Targets

Consumer behaviour
Product & Consumer Behaviour

Customer Relationship Management
Customer Relationship Management

HR Management
Human Resources Management

HR planning
Human Resources Planning

Change Management
Change management