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Overview:
This 3-day interactive programme is designed to offer a practical insight into how best to allocate a global mix of diverse financial instruments into logical & understandable portfolios which match client objectives.
Who will benefit / Who should attend?
This programme will be of particular value to:
· Junior Fund Managers
· Investment Bank Sales & Trading staff with Fund Managers as clients
· Regulators responsible for Fund Managers
· Wealth Management Client Relationship Officers
· Sovereign Wealth Funds which out-source their Assets.
Key Topics Covered:
Day One
Modern Portfolio Theory and Efficient Markets - still relevant?
Investing in Bonds - What you need to know
Investing in Equities - What you need to know
Portfolio Performance Measurement & Attribution Analysis
Day Two
The impact of Behavioural Finance on Investing Strategies
Portfolio Construction in Practice
An Introduction to Exchange Traded Funds
Exchange Traded Funds - An evolving investible universe
Day Three
Risk Measurement and Management across the Investible Universe
Using Derivatives in Portfolio Management
The Alternative Investment Universe
Investing in Hedge Funds
Standard Price: £1,500 per delegate. Group savings available
BOOK BY 30 JUNE 2012 to qualify for our early bird discount
CLICK HERE to download a booking form