Portfolio Management & Asset Allocation

  • Finance & Budgeting

Introduction

To achieve long-term success in investing, effective portfolio management and strategic asset allocation are crucial. Portfolio management aims to maximize returns while minimizing risk through diversification and strategic asset selection. This course is designed to equip financial professionals with the skills needed to effectively manage investment portfolios and strategically allocate assets Participants will learn how to improve portfolio performance, strategically allocate assets, and achieve superior financial outcomes.

Course Outline

  • Module 1
  • Module 2
  • Module 3
  • Module 4
  • Module 5
  • Course Objectives
  • Target Audience

Portfolio Management

  • Overview of portfolio management.
  • Risk-return trade-off and portfolio construction.
  • Asset allocation and investment goals.
  • Major asset classes.
  • Investment policy statement.
  • Investor risk tolerance and time horizon.

Asset Allocation Strategies

  • Strategic vs. tactical asset allocation.
  • The use of statistical measures in asset allocation.
  • Real estate and alternative investments in asset allocation.
  • The role of ETFs and mutual funds in diversification.
  • Advanced methods in asset allocation.
  • Managing liquidity in portfolio construction.

Portfolio Construction & Optimization

  • Steps in building a diversified investment portfolio.
  • Balancing and maintaining desired asset allocation.
  • Use of derivatives in portfolio management to hedge risks.
  • Scenario analysis and stress testing in portfolio planning.
  • Quantitative models for portfolio analysis.
  • Tax considerations and costs in portfolio management.

Behavioural Finance & Client Management

  • Behavioural finance and its impact on investment decisions.
  • Mitigating behavioural biases in portfolio management.
  • Effective client communication and management.
  • Investment strategies based on client interactions.
  • The role of technology in client management.
  • Building long-term client relationships.

Performance Evaluation & Rebalancing

  • Key performance metrics.
  • Benchmarking portfolio performance.
  • Periodic portfolio review and rebalancing.
  • Techniques for efficient portfolio rebalancing.
  • Regulatory updates affecting portfolio management.
  • The future trends of portfolio management.

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

  • Gain expertise in the strategic distribution of assets to balance risk and return.
  • Master the tools and techniques for quantitative portfolio analysis and optimization.
  • Learn how to effectively manage portfolio risks using diversification and hedging strategies.
  • Gain insights into behavioural finance and its impact on investment decisions.
  • Explore the regulatory and ethical considerations in portfolio management.
  • Enhance ability to monitor, rebalance, and adjust portfolios to maintain alignment with client goals.

This course is ideal for

  • Portfolio managers.
  • Institutional investors.
  • Pension fund managers
  • Wealth managers.
  • Financial planners & advisors.
  • Risk managers & analysts
  • Treasury officers.

Course Schedule & Fees

  • Kuala Lumpur
  • Singapore
  • Amsterdam
  • Online
  • Course Fees

This course will take place in Kuala Lumpur on the following dates:

26/05/202509/06/202523/06/202507/07/2025
21/07/202504/08/202518/08/202501/09/2025
15/09/202529/09/202513/10/202527/10/2025
10/11/202524/11/202508/12/202522/12/2025
05/01/202619/01/202602/02/202616/02/2026

This course will take place in Singapore on the following dates:

19/05/202509/06/202530/06/202521/07/2025
11/08/202501/09/202522/09/202513/10/2025
03/11/202515/12/202505/01/202626/01/2026
16/02/2026

This course will take place in Amsterdam on the following dates:

26/05/202516/06/202507/07/202528/07/2025
18/08/202508/09/202529/09/202520/10/2025
10/11/202501/12/202522/12/202512/01/2026
02/02/202623/02/2026

This course will take place Online the following dates:

20/05/202517/06/202515/07/202512/08/2025
09/09/202507/10/202504/11/202502/12/2025
30/12/202527/01/202624/02/2026
Kuala LumpurSingaporeAmsterdamOnline
USD$ 3,580USD$ 5,600USD$ 5,600USD$ 1,920

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      Course Info
      • Duration: One week
      • Available: Classroom/Online
      Training Locations
      • Kuala Lumpur
      • Singapore
      • Amsterdam
      • Online
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