Investment strategy and asset allocation
Asset Allocation is at the center of investment considerations. In the wake of the financial crisis and in a low interest rate environment, what are the main challenges of an optimal diversification?
Evaluation et titre décerné
Written exam with certificate of successful completion (minimum grade required 4).
Public
Anyone interested in the financial sector and wishing to acquire knowledge of portfolio management.
Objectifs
By the end of this course the student should be able to :
•Understand the financial expressions used in the asset management industry and be able to describe and explain their meaning (concept of correlation, concept of volatility, concept of portfolio optimization)
•Be able to differentiate between “sell side” and “buy side” and understand concepts of « Top Down » and « Bottom up ».
Contenu
A. Understand Investment Strategy
• Primary research and Secondary research
• Top down and Bottom up analysis
• Fundamental analysis ( basics)
• Quantitative analysis (basics)
• Technical analysis ( basics)
B. Understand Asset Allocation and Diversification
• Principles of Asset Allocation and diversification
• Which Asset Allocation for which client?
• The retail client
• The private client
• The HNWI and UHNWI and FO
• The institutional client ( pensions, wealth managers, insurance compa-nies, others )
• Which Asset Class for which investment profile?
• Strategic and Tactical Asset Allocation
C. Meet the client
• Case study or Simulation (Role playing games)
D. Intervention by an external expert on current events in the banking industry
Intervenants
Professionals in the field, selected on the basis of their expertise and skills.
Durée, horaires et organisation (infos complémentaires)
This is a blended learning course consisting of:
Lessons given by a lecturer (synchronious learning)
- Classes begin at 18h15 one or two evenings per week, 2 to 4 periods of 45 minutes (written exam one period)
- Certain sessions might be given by Videoconference, via Zoom, please consult the detailed timetable for more information or contact the gestionnaire de cours
E- learning (using our platform smartacademy - asynchronious learning) :
- The student works independently and in their own time through the online courses, as directed by lecturer (between 2 to 4 periods a week)
Prochaine session
On request
