SUBSCRIPTION FOR 1 year

98 in stock

Asset Allocation Principles

What you will 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. Analyse the key features, advantages and risks of a broad range of asset classes and their performance in different market conditions
  7. Recognise different approaches to identifying and capturing alpha
  8. Gain competitive advantage from understanding behavioural biases and how to manage them
  9. Address the theoretical and practical issues in connection with multi asset class investing

US$52 per 365 days

Category:

Product Description

What is asset allocation:

Asset allocation is an investment portfolio technique that aims to balance risk by dividing assets among major categories such as cash, bonds, stocks, real estate, and derivatives. Each asset class has different levels of return and risk, so each will behave differently over time.

Why it is important:

Most financial professionals believe that asset allocation is one of the most important decisions investors can make. In other words, your selection of stocks or bonds is secondary to the way you allocate your assets to high and low-risk stocks, to short and long-term bonds, and to cash. There is no simple formula that can find the right asset allocation for every individual. If there were, we certainly wouldn’t be able to explain it in one article. We can, however, outline five points that we feel are important when thinking about asset allocation.

What you will 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. Analyse the key features, advantages and risks of a broad range of asset classes and their performance in different market conditions
  7. Recognise different approaches to identifying and capturing alpha
  8. Gain competitive advantage from understanding behavioural biases and how to manage them
  9. Address the theoretical and practical issues in connection with multi asset class investing

 

 

 

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