Strategic Asset Allocation

En London (Inglaterra)

£ 1.999 - ($ 7.162.464)
Exento de IVA

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This course has been designed to provide you with the perfect synergy between theory and practice. It will equip you with a strong theoretical background that is then underpinned by an intense practical focus with regards to developing an asset allocation programme. This will be demonstrated throughout the course with a number of case studies and real-life scenarios to help reinforce the practical applications learned throughout.

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Dónde se imparte y en qué fechas

Inicio Ubicación
27 abril 2017
02 octubre 2017
6th Floor, 29 Bressenden Place, SW1E 5DR, London, Inglaterra
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¿Qué aprendes en este curso?

Decision Making
Private Banking

Programa académico

Agenda Summary Asset Allocation Introduction: Managing Asset Class Selection and Risk Asset Allocation for Institutional Investors The Practice of Strategic Asset Allocation: Further Details on Asset Class Drivers, Investment Risk and Navigating the Markets The Process of Asset Allocation Modern Portfolio Theory and Portfolio Optimisation Tactical and Practical Asset Allocation Plans Today's Practical Challenges for some of the Asset Classes Capital Preservation Strategies Asset Allocation to Alternative Assets What Looks Interesting in 2016 for Clients Implementing the Group Decision Making Process for Asset Allocation Case Studies and Exercises Private banking asset allocations vs. pension fund allocation: some examples of primary differences Pitfalls in using a mean variance asset allocation optimiser to create a global asset allocation program for an investment organisation A review of endowment asset allocation success: The Yale and Harvard Endowment examples Creating an Asset Allocation Model for 2015 for your investment organisation

Información adicional

Practical course