Strategic Asset Allocation & Dynamic Portfolio Management

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Overview

This programme is aimed at investment professionals seeking to further develop their investment management knowledge, skills, and competencies to construct efficient products and investment strategies and manage risk in today’s globalised markets scenario.   


Benefits of the Program/Programmes’ Learning Benefits
The programme will provide delegates with the knowledge, tools and techniques that will enable them to:  

  • Design a practical and efficient investment risk management model to control multi-asset class investment portfolios in today’s globalised markets scenario
  • Manage and control the correlation and volatility of multi-asset class portfolios in order to achieve the required rates of return within specific risk parameters
  • Comprehend the importance of economic, business and market cycles in the asset allocation and portfolio management process
  • Construct an efficient investment strategy to conduct profitable investment in frontier and emerging markets, controlling investment risk and avoiding market collapses
  • Acquire an in-depth knowledge of company financial analysis and valuation methodologies  to construct growth portfolios acquired at reasonable values for  IPOs, M&As, equity transactions, avoiding bubbles and pricing anomalies
  • Decide which investment management style, strategy, and vehicles will be more efficient to achieve the required returns within the risk tolerance parameters, when managing multi-asset class portfolios  
  • Apply behavioural finance concepts to better understand and manage client’s expectations, believes, and anomalies, in order to present efficient investment solutions

Who should attend

  • Investment Heads and Managers
  • Fund Managers & Asset Managers
  • Private Bankers & Wealth Managers
  • Investment Advisors & Family Office Representatives
  • Pension Funds & Life Insurance Portfolio Managers and Analysts 
  • Bank Relationship Managers
  • Securities Sales Representatives & Brokers
  • Legal, Compliance, and Regulators
  • Wealthy private investors
  • Related Courses

    Inhouse


     

    Do you have five or more people interested in attending this course? Do you want to tailor it to meet your company's exact requirements? If you'd like to do either of these, we can bring this course to your company's office. You could even save up to 50% on the cost of sending delegates to a public course.

    To find out more about running this course in-house:





    Our Tailored Learning Offering

    If you want to run this course at a location convenient to you or if you want a completely customised learning solution, we can help.

    We produce learning solutions that are completely unique to your business. We'll guide you through the whole process, from the initial consultancy to evaluating the success of the full learning experience. Our learning specialists ensure you get the maximum return on your training investment.



    We can offer any of our public courses delivered at your office or we can devise completely tailored solutions:


    Read more about our offering or complete a call back request to speak to a learning specialist.

     

    Why us


    We have a combined experience of over 60 years providing learning solutions to the world’s major organisations and are privileged to have contributed to their success. We view our clients as partners and focus on understanding the needs of each organisation we work with to tailor learning solutions to specific requirements.

    We are proud of our record of customer satisfaction. Here is why you should choose us to help you achieve your goals and accelerate your career:

    • Quality – our clients consistently rate our performance ‘excellent’ or ‘outstanding’. Our average overall score awarded to us by our clients is nine out of ten.
    • Track record – we have delivered training solutions for 95% of worlds’ top 100 banks and have trained over 250,000 professionals.
    • Knowledge – our 150 strong team of industry specialist trainers are world leading financial leaders and commentators, ensuring our knowledge base is second to none.
    • Reliability – if we promise it, we deliver it. We have delivered over 20,000 events both in person and online, using simultaneous translation to delegates from over 180 countries.
    • Recognition – we are accredited by the British Accreditation Council and the CPD Certification Service. In an independent review by Feefo we scored 96% on service and 95% on product