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Tactical Asset Allocation and Investment Solutions

Financial Training Partner A/S
1 dag


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.

Course description

- 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
- Traders
- Dealers
- Investment advisors
- Investment controllers
- Investors
- Private bankers

Course prerequisites

The course requires a general knowledge of the investment management process




frank-hvid-petersenFrank 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.


This course is offered as an inhouse course. The price is 27.500 DKK ex VAT for up to 12 participants including course material.

Om udbyderen

Financial Training Partner A/S

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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Financial Training Partner A/S

Lyngby Hovedgade 10C
Lyngby 2800

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