Portfolio Management and Asset Allocation
This course gives you a thorough introduction to Portfolio Management and teaches you the necessary steps to a successful portfolio optimisation. The course is relevant for employees in the Asset Management industry working with or supporting the Portfolio Management process and for investment advisors more generally.
– Introduction to Portfolio Management
– The Portfolio Management Process
– Challenges Today
– Investment Objectives
– Time Horizon and Risk Tolerance
– Traditional Asset Classes and their Characteristics
– Cash, Fixed income, Credit, Equities
– Strategic Asset Allocation
– Fixed vs. dynamic SAA-structure
– Long term Forecasting
– Risk, Returns and Correlations
– Risk Measures for Portfolios
– Classical Markowitz
– Problems with Markowitz
– Alternative solutions
The course is relevant to
- Portfolio Managers
- Risk Managers
- Risk Controllers
- Fund Managers
- Middle Office Employees
- Private bankers
A general knowledge of investment management will be beneficial.
DKK 13.500 ex VAT. (Approx. EUR 1.800 ex VAT)
The price includes course material, lunch and refreshments.
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).
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