​Whether you are a seasoned investor or new to asset management concepts, this Asset Allocation Principles e-learning course promises to equip you with the insights and strategies necessary to navigate the intricate landscape of Asset Allocation successfully.

US$52 per 365 days

 

What is Asset Allocation:

If you’ve ever walked down the streets of New York or another major city you’ll probably have noticed street vendors selling an array of seemingly unrelated products, from sunglasses to umbrellas and rain ponchos. What, you might wonder, are they thinking? It’s highly unlikely that any customer will buy sunglasses simultaneously as an umbrella or poncho. But that’s exactly the point – the vendors know that when it rains they’ll sell umbrellas, but when it’s sunny the demand will be for sunglasses. They’re simply diversifying their product line to maximize potential revenue, whatever the weather.

The concept of diversification in finance goes back to the 1950s and Harry Markowitz’s seminal work on modern portfolio theory. In simple terms, it means not “putting all your eggs in one basket.” Diversification is intrinsically linked to asset allocation, which is deciding how a portfolio should be distributed among different asset classes. Ever since Markowitz shared his thinking, investors and fund managers everywhere have sought to find the “optimal” portfolio. On this sweet spot, the portfolio’s asset class mix (stocks, bonds, and so on) is such that the investor or fund manager is achieving the highest return for the least amount of risk.

Why it is important:

Asset allocation is undoubtedly important, although there is considerable debate as to how important it is. While we may not be able to make a definitive statement on this, the short answer is that it's important enough that anyone involved in asset management should know about it.

So what exactly will you get from this course? The tag cloud below provides an indication of the topics covered.

What will you learn:

  1. Understand the basics of Asset Allocation
  2. Portfolio diversification strategies, evaluation & classification of assets
  3. Design robust asset allocation models for all market conditions
  4. Build and maintain optimal portfolios based on investor needs
  5. Tactical Asset Allocation
  6. Analyze the key features, advantages, and risks of a broad range of asset classes and their performance in different market conditions
  7. Recognize different approaches to identifying and capturing alpha
  8. Gain a competitive advantage by understanding behavioral biases and how to manage them
  9. Address the theoretical and practical issues in connection with multi-asset class investing

Target audience:

Recruits to the asset management industry, portfolio and money managers, private banking/wealth management executives and client relationship managers, product specialists looking for a broader view of the business, non-client-facing personnel requiring an understanding of the business they support, and individual investors.

Curriculum:

  1. Asset Allocation: Basics
  2. Asset Allocation: Portfolio Diversification
  3. Asset Allocation Strategies
  4. Evaluation and Classification of Assets
  5. Asset Classes: Equities
  6. Asset Classes: Equity Subclasses
  7. Asset Classes Fixed Income
  8. Asset Classes: Cash and Cash Equivalents
  9. Asset Classes Real Estate
  10. Asset Classes Alternative Assets
  11. Strategic Asset Allocation Basics
  12. Strategic Asset Allocation Portfolio Rebalancing
  13. Strategic Asset Allocation Considerations in Portfolio Rebalancing
  14. Strategic Asset Allocation Optimal Rebalancing Strategy
  15. Tactical Asset Allocation: Basics
  16. Tactical Asset Allocation: Signals
  17. Tactical Asset Allocation: Strategies

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