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
Location Map