Active Portfolio Management & Asset Allocation Course
The British Academy offers a comprehensive Active Portfolio Management and Asset Allocation Course designed to equip professionals with the knowledge and skills needed to excel in investment management. Among the important topics, active portfolio management principles and the role of asset allocation in optimising investment strategies are usually taught in this course. Attendees are likely to discover topics regarding the differences between a passive and active style of management, and also mention diversification as an important risk-management technique. Meanwhile, this course allows attendees to get into the basics of Modern Portfolio Theory (MPT), the Capital Asset Pricing Model (CAPM), and Behavioral Finance by forging a strong ground in understanding how best the markets should be perceived. Afterward, the course moves toward risk management techniques, including quantitative approaches and strategies, as well as asset selection and weighting methods for building a balanced portfolio. Practical insights into performance evaluation using measures such as the Sharpe ratio, alpha, and beta, together with attribution analysis for evaluating portfolio outcomes, will be imparted to attendees. It includes sophisticated techniques such as dynamic asset allocation, risk parity, and factor investing that enable professionals to think ahead in portfolio management. In addition, the applicability of the real-life case studies will allow attendees to implement them in their careers. After completing the programme, attendees will be equipped to diversify their client portfolios and allocate assets optimally, which would lead to improving investment returns while managing risk effectively.
Overview
Course Objectives
Objectives:
The primary objective of this course are:
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Understand the basics of active portfolio management and its significance in investment strategies in connection with asset allocation.
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Learn to measure and choose financial instruments for constructing a portfolio.
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Acquire skills to manage risks, maximise returns, and reallocate portfolios according to market conditions.
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Understand asset classes such as equity, fixed income, alternative investments, and commodities.
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Learn evaluation techniques for performance, along with the importance of benchmarking as a basis of performance.
Target Audience
This course is ideal for:
People who really represent investment oriented roles such as investment advisors, portfolio managers, financial analysts could equally benefit from this course to significantly raise their knowledge around active portfolio management and asset allocations. Other individuals who stand to gain from this course include those in asset management houses, hedge funds, private equity, and financial advisory services and delegates with a knowledge of the fundamentals of modern portfolio theory, asset allocation theory, equity analysis and portfolio construction techniques.
Course Outline
Introduction to Active Portfolio Management
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The evolution of portfolio management strategies
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Key differences between passive and active management
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The role of an active portfolio manager
Fundamentals of Asset Allocation
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Types of asset classes and their characteristics
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Strategic vs. tactical asset allocation
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The importance of diversification in risk management
Investment Theories and Approaches
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Modern Portfolio Theory (MPT)
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Capital Asset Pricing Model (CAPM)
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Efficient Market Hypothesis (EMH)
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Behavioral finance in portfolio management
Risk Management in Active Portfolio Management
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Identifying, measuring, and managing different types of risk
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Quantitative techniques for risk management
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Hedging strategies and tools
Active Portfolio Construction
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Asset selection and weighting techniques
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Evaluating and integrating alternative investments
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Managing a multi-asset portfolio
Performance Evaluation and Benchmarking
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Setting benchmarks and comparing portfolio performance
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Key performance metrics (Sharpe ratio, alpha, beta, etc.)
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Attribution analysis and portfolio review
Advanced Asset Allocation Strategies
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Dynamic asset allocation
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Factor investing
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Risk parity and other modern approaches
Case Studies and Real-World Applications
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Analyzing case studies of active portfolio management
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Practical tips for real-world portfolio management
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Adapting strategies to changing economic and market conditions
Structured products
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What are structured products?
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Foreign exchange products
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Certificates
- Index
- Basket
- Comparison with mutual funds
- Covered warrants
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Capital guarantee and protection products
- Vanilla products
- Portfolio insurance
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Maximum return products
- Discount certificates
- Reverse convertibles
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Derivatives
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Exchange Traded Funds – tools for tactical asset allocation
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Ad hoc solutions or part of portfolio construction?
Schedule & Fees
No upcoming sessions at the moment. Contact us for custom scheduling.