Portfolio Management and Asset AllocationFinancial Training Partner A/S
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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.
13.500 DKK ex VAT. The prices includes course material, lunch and refreshment.
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.
Kurser i finansiel analyse - åbne og interne kurser (inhouse)
Financial Training Partner er førende Skandinavisk udbyder af uddannelse inden for finansiel analyse til virksomheder og finansielle institutioner. Som deltager på vore kurser vil du møde instruktører med pædagogiske evner ud over det sædvanlige. Instruktørerne har alle praktisk erfaring fra...
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