AlephSys

PORTFOLIO MANAGEMENT    

Training objectives and Expertise outcome :

Acquisition of the basics of investment strategy and awarding of assets

 Knowing the regulatory framework of UCITS

 Assess the basic features of classes of assets and their place in an investment strategy

 Know how to draw up an investment strategy and translate it into asset allocation

 Know how to present and analyse the performance of an investment

Content details:

Management approach and organisation

Asset class management

Regulatory restrictions

Asset allocation

Alternative management

Performance

Teaching methods :

 Presentations

Case studies

Practical information:

Training location: At our premises or the Client’s premises

2-day course dates: throughout the year, contact us

 Enrolment method:

Minimum number of participants: 7

Maximum number of participants: 11

Cost per participant: Contact us to arrange a costing according to your needs