Study the performance, drivers and risk implications of today's asset classes

• Analyse the drivers of the stock market and their influence on pricing
• Evaluate different approaches to equity portfolio management
• Formulate a plan on how best to position a fixed income portfolio of an institutional investor in light of current market conditions
• Study the various hedging techniques/portfolio construction techniques which the growth of the derivatives markets have made available
• Explore tactical asset allocation, core and satellite approaches, portable alpha strategies, as well as asset allocation overlay programmes
• Analyse market shocks and assess the relative effectiveness of a conventional risk management function
• Synthesise the risk management function and asset allocation function into a firm-wide portfolio management view

• Great stock bond market collapses: 2009 and 2011
• 2016 and historical equity level indications
• The bond market meltdown of 2008/9 and the bond market rally of 2011
• Warren Buffet and his investment style
• The HerbaLife Short
• Option Strategy with Microsoft and Facebook
• Asset allocation exercise using a mean variance optimiser
• Where institutional investors are going with their asset allocation
• The endowment style asset allocation: Yale Investment Office Annual Report
• The Canadian Pension Plan Investment Board rethinks asset allocation
• Indicating future investment risk – Running a multifactor model on an intermediate term bond fund
• Outsourcing alternative exposure – Due diligence and manager monitoring of external managers

Date: Please contact Customer Services for the course schedule

地点:在线或伦敦市中心

Course Leader: John E. Dunn III

Online course fee: £2999 + VAT if applicable
London course fee: £4999 + VAT = £5998.80

TRACK RECORD – we have been delivering expert training to the banking, finance and energy sectors since 1991

INNOVATION – our courses are continually reviewed so you can be sure they are focusing on the most current issues

KNOWLEDGE – all of our trainers are highly experienced practitioners and leading subject matter experts so you can be confident you are learning from the very best

SMALL CLASS SIZES – to aid learning and increase your personal interaction with the trainer

VALUE – we provide a practical training experience with skills that can be used immediately to gain a tangible return on your investment

ACCREDITATION – we are accredited by the British Accreditation Council (BAC)