Tactical Asset Allocation and Investment Solutions
This course will give you a thorough introduction to Tactical Asset Allocation and Investment Solutions. The course will give you tools to optimise a portfolio based on tactical bets and choosing the appropriate investment solutions. 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.
- Tactical Asset Allocation
- The TVF-approach
- The high 5/6 approach
- Four-phase macro-model
- Other Approaches
- Product Selection and Investment Solutions
- Active vs. passive investments
- Manager selection
- Sustainability and ESG
The course is relevant to
- Portfolio Managers
- Private Bankers
- Investment advisors
- Investment controllers
- Private bankers
The course requires a general knowledge of the investment management process
Frank Hvid Petersen
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 just started his own advisory firm and was until recently Head of Strategy and Portfolio Management at Carnegie Wealth Management and a portfolio manager of global equities and fixed income.
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.
DKK 7.000 ex VAT. The price covers course material, lunch and refreshments.
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