Certified Portfolio Manager
This new certification program will provide you with the most up-to-date tools within Portfolio Management. You will learn how to analyse and optimise portfolios and get experience with establishing the investment universe and making factor-based Investments. You will learn how to choose the right investment solutions, analyse alternative investment classes and measure the performance of your decisions. The education consists of three modules. After the final module you can take an exam and thereby become a Certified Portfolio Manager.
The education is relevant for employees in the Asset Management industry working with or supporting the Portfolio Management process and for investment advisors more generally.
Module 1 – Portfolio Management and Asset Allocation
April 8-9, 2019
Introduction to Portfolio Management
The Portfolio Management Process
Time Horizon and Risk Tolerance
Traditional Asset Classes and their Characteristics
Strategic Asset Allocation
Fixed vs. dynamic SAA-structure
Long term Forecasting
Risk, Returns and Correlations
Risk Measures for Portfolios
Problems with Markowitz
Module 2 – Factor-based Investing and Tactical Asset Allocation
May 14-15, 2019
What are factors?
Equity style factors
Corporate bond style factors
What explains factor rewards?
Should factor investing be timed?
Tactical Asset Allocation
The high 5/6 approach
Product Selection and Investment Solutions
Active vs. passive investments
Sustainability and ESG
Module 3 – Alternative Investments and Performance Measurement
June 17-18, 2019
Risks and opportunities of Alternative Investments
IRR, J-curve and fee models
Timberland and Farmland
Private Equity and Hedge Funds
Commodities and Structured Products
Time Weighted and Money Weighted
Sharpe Ratio, Treynor Index and Jensen’s Alpha
Alpha and Information Ratio
Fixed Income Attribution
The course is relevant to
- Portfolio Managers
- Portfolio Administrators
- Risk Managers
- Risk Controllers
- Fund Managers
- Investment advisors
- Investment controllers
- Middle Office Employees
- Private bankers
A general knowledge of investment management will be beneficial.
Frank Hvid Petersen has a solid theoretical and practical experience with macroeconomics and financial markets after almost 25 years of working in the financial sector. He has been Head of Strategy and Portfolio Management at Carnegie Wealth Management and a portfolio manager of global equities and fixed income. Today he has his own advisory firm.
Previous positions include joint Head of Strategic Investment Advise and Chief investment Strategist at Nordea including chairman of Nordea’s Global Investment Committee. Before that he was economist, chief economist and chief equity strategist at Alfred Berg.
He has won several top rankings in the annual Prospera institutional investor rankings of best macroeconomic and equity strategy analysts. He holds a M.Sc. (Econ) and has extensive teaching and presentation experience.
Henrik Lumholdt is the founding partner of Inside Economics, a consultancy which advises international investors and multinational corporations. He was until recently the Chief Investment Strategist for Spain’s largest asset management company, BBVA AM. Previous positions include Chief Economist for Bank of America, Spain, Head of Fixed Income Research at FG/Merrill Lynch, and Senior Economist at Nordea Bank.
Henrik has been an adjunct professor at the IE Business School since 2001, where he teaches finance and economics in the Master in Finance and MBA programmes. He has won several prices for best professor. He holds a B.Sc. (Econ.) and a M.Sc. (Finance).
Christoph Junge is a Senior Portfolio Manager working with Alternative Investments at Velliv; a major Danish pension fund. He is a Chartered Alternative Investment Analyst and has more than 15 years of experience from the financial industry in both Denmark and Germany. He has worked with Asset Allocation, Manager Selection as well as investment advice in, among others, Nordea, Tryg and Jyske Bank.
Christoph holds an HD (Finance).
Jørgen Just Andresen is Managing Director of Financial Training Partner A/S, which he co-founded in 2002.
He has many years of teaching experience as a chief consultant at SimCorp’s training department, which he joined in 1996. Prior to SimCorp he worked at Danske Bank with fixed income research and fixed income sales.
Jørgen is also an external lecturer at Copenhagen Business School and was awarded teacher of the year at CBS’ education Graduate Diploma in Business Administration (Financial planing) in 2016.
He is author of the books Finansiel Risikostyring (Financial Risk Management) and Finansielle Derivater (Financial Derivatives) published by Djøf Publishing.
He holds an M.Sc. (international finance) and an HD (accounting).
DKK 34.000 ex VAT (Approx. EUR 4.535 ex VAT)
The price covers training, lunch and refreshments, exercises between the modules, course material, exam and diploma.
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