On course for success

Investments & Asset Allocation

THE COURSE OBJECTIVES

  • Understand the context of allocation and strategic asset allocation in a portfolio design
  • Learning different types of economic and macro analysis along with asset class drivers
  • Discover the finer nuances of MPT and the role of SAA
  • Learn different strategies and tactical deviations and approaches in relation to SAA

COURSE CONTENT

  • Asset Allocation Introduction: Managing Asset Class Selection and Risk
  • Asset Allocation for Institutional Investors
  • Case Study 1
  • The Practice of Strategic Asset Allocation: Further Details on Asset Class Drivers, Investment Risk and Navigating the Markets
  • The Process of Asset Allocation
  • Modern Portfolio Theory and Portfolio Optimization
  • Group Exercise
  • Tactical and Practical Asset Allocation Plans
  • Practical Challenges in 2012/13 for Some of the Asset Classes
  • Capital Preservation Strategies
  • Asset Allocation to Alternative Assets: Providing promised downside protection?
  • Case Study 2
  • What Looks Interesting in 2015 for Clients
  • Implementing the Group Decision Making Process for Asset Allocation

TRAINERS PROFILE – RAGHU K.

HIGHLIGHT OF HIS CAREER

  • Specialist financial Trainer who is CFA and FRM Chartered
  • Established International Financial Regulatory Architecture frameworks and benchmarks for top companies in order to deepen the understanding and working knowledge of all regulations that could adversely affect impact the organization
  • Developed customized learning solutions to three of the top tier investment banks in valuation, financial modeling, financial markets and products, global macro-economic analysis and structured products
  • Trained and headed the education initiative for client advisers in the wealth management domain of a very large wealth manager
  • Trained candidates in CFA, FRM, CAIA and IAQ programmes

AREA OF EXPERTISE

Enterprise Risk Management

  • Basel III
  • Leveraged Buy Outs
  • Stock Valuation
  • Financial Modeling & Valuation
  • Advance Risk Modeling
  • Credit & Market Risk
  • Financial Statement Analysis
  • Advance Statistical Analysis
  • Risk Management & Modeling

EDUCATIONAL & PROFESSIONAL QUALIFICATION

Certified Financial Analyst (CFA®)

  • Chartered Financial Risk Manager (FRM)
  • Chartered Member of Global Association of Risk Professionals (GARP), USA
  • Masters in Finance

WORK EXPERIENCE

Conducts training programmes mainly on Enterprise Risk Management and Advance Risk Modelling around the world

  • Associate Director for UBS
  • Guest Lecturer at Department of Financial studies, University of Delhi, India
Download Brochure
Location Map
▲ Top