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 Active Portfolio Management amp Asset Allocation T2052 QR Code
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Active Portfolio Management & Asset Allocation



The Active Portfolio Management & Asset Allocation course examines in depth the most recent innovations and industry best practices with a particular emphasis on asset allocation, portfolio construction, style management tactics, performance measurement, and well-liked thematic trends.

Course Objectives

At the end of this course, participants will be able to:

  • Create reliable asset allocation models that can handle all market circumstances.
  • Create and maintain ideal portfolios based on the requirements of investors.
  • Examine the salient characteristics, benefits, and dangers of a wide array of asset classes, as well as how they perform under various market conditions.
  • Recognize many methods for locating and capturing alpha.
  • Gain a competitive edge by comprehending behavioral biases and managing them.
  • Discuss the theoretical and practical concerns related to investing in many asset classes.

Targeted Audience

Participants in this program should be familiar with the basics of contemporary portfolio theory, asset allocation theory, equity analysis, and portfolio creation methods.

Course Outline

Unit 1: Introduction

  • An overview of trends within the industry
  • The 'theoretical' backdrop – tools and concepts
  • Understanding asset allocation
  • Rebalancing and reallocation

Unit 2: Building the equity allocation

  • Asset allocation and other portfolio construction disciplines
  • The search for 'alpha' and the importance of information
  • The emergence of SMART Beta Performance Measurement and Attribution
  • Individual investor behaviour
  • Asset class characteristics
  • Integrating alternative assets with 'traditional' asset

Unit 3: Building the Fixed Income Allocation

  • Overview Bond Type
  • Species of issuer
  • Risks related to earned income
  • Fixed income for emerging markets
  • Haw ratio
  • The Yield components of Asset SWAP
  • length hedging
  • Convexity
  • Attribution of fixed income

Unit 4: Risk management

  • Risk assessment
  • kinds of danger
  • Important ratios and measurements
  • Asymmetry and kurtosis

Unit 5: Islamic Treasury Products

  • Property
    • Getting familiar with the asset class
    • Performance benchmarks and measurement
    • Correlation
  • Commodities
  • Structured products

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