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Active Portfolio Management and Asset Allocation
Overview:
Introduction:
This training program is designed to provide participants with skills for optimizing investment portfolios through active decision-making and strategic asset allocation. Participants learn to analyze market trends, assess risk, and implement strategies to maximize returns while minimizing volatility.
Program Objectives:
At the end of this program, participants will be able to:
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Create reliable asset allocation models that can handle all market circumstances.
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Create and maintain ideal portfolios based on the requirements of investors.
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Examine the salient characteristics, benefits, and dangers of a wide array of asset classes, as well as how they perform under various market conditions.
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Recognize many methods for locating and capturing alpha.
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Gain a competitive edge by comprehending behavioral biases and managing them.
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Discuss the theoretical and practical concerns related to investing in many asset classes.
Targeted Audience:
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Investment professionals seeking to enhance their skills in portfolio management and asset allocation strategies.
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Financial advisors and wealth managers aiming to optimize client portfolios and investment strategies.
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Institutional investors interested in refining their portfolio management techniques.
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Employees looking to deepen their understanding of active portfolio management and asset allocation strategies for personal or professional development.
Program Outline:
Unit 1:
Introduction:
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An overview of trends within the industry.
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The 'theoretical' backdrop – tools and concepts.
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Understanding asset allocation.
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Rebalancing and reallocation.
Unit 2:
Building the equity allocation:
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Asset allocation and other portfolio construction disciplines.
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The search for 'alpha' and the importance of information.
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The emergence of SMART Beta Performance Measurement and Attribution.
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Individual investor behaviour.
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Asset class characteristics.
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Integrating alternative assets with 'traditional' asset.
Unit 3:
Building the Fixed Income Allocation:
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Overview Bond Type.
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Species of issuer.
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Risks related to earned income.
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Fixed income for emerging markets.
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Haw ratio.
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The Yield components of Asset SWAP.
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length hedging/ Convexity/ Attribution of fixed income.
Unit 4:
Risk management:
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Risk assessment.
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kinds of danger.
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Important ratios and measurements.
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Asymmetry and kurtosis.
Unit 5:
Islamic Treasury Products:
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Property.
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Getting familiar with the asset class.
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Performance benchmarks and measurement.
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Correlation.
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Commodities.
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Structured products.