This program is designed to review developments and best practices within the industry focusing on asset allocation, portfolio construction, style management strategies, performance measurement and popular thematic trends. The course is designed for participants with knowledge of the fundamentals of modern portfolio theory, asset allocation theory, and equity analysis and portfolio construction techniques.

For Whom

The course is designed for professionals in private banking and wealth management, Portfolio and Asset Managers, Heads of Investment, Investment Analysts and Advisors, Pension Fund Managers and Trustees, Accountants and Finance Managers, Regulators and Auditors and Compliance Officers.

Learning Objectives

At the end of the program, Participants will be able to:

• Design robust asset allocation models for all market conditions
• Build and maintain optimal portfolios based on investors' needs
• Analyze the key features, advantages and risks of a broad range of asset classes and their performance in different market conditions.
• Recognize different approaches to identifying and capturing alpha
• Gain competitive advantage from understanding behavioural biases and how to manage them
• Apply both theoretical and practical skills in connection with multi-asset class investing.