Course outline

Amid today’s demanding investing environment we will provide participants with an insight and understanding of asset allocation principles, contemporary challenges and applications to the asset allocation process. We will review the importance of a considered, long-term strategic perspective, careful manager selection and attentiveness to the power of active asset allocation.

We will delve into how investors can find alpha, diversification and inflation protection by looking beyond traditional asset classes. This will include the rationale for investing in alternative assets, the use of alternative investment strategies and performance evaluation, including an introduction into various strategies.

The programme is built around hands-on, practical experience in portfolio construction and asset allocation. This will include participation in a portfolio management simulation exercise based on real-world case studies.

This program will be eligible for CPD credits.

Core modules

• Developments in asset allocation

• Active, passive and ESG integration

• Performance evaluation

• Manager selection and due diligence

• Long-Term Capital Market Assumptions

• Reaching investment objectives when traditional assets may not be enough

• Alternatives: alpha, income and diversification

• A guide to alternative assets
• Python and Excel applications