This 5-day intensive course covers the fundamentals of asset management, providing participants with a solid foundation in managing and optimising asset portfolios. The course explores key concepts such as asset allocation, risk management, performance evaluation, and investment strategies. Participants will engage in practical exercises and case studies to develop essential skills for effective asset management in various contexts.
Target Audience
• Asset managers and investment professionals
• Financial analysts and portfolio managers
• Corporate finance and treasury staff
• Financial advisors and consultants
Course Objectives
• To understand the core principles and objectives of asset management
• To develop skills in asset allocation and portfolio construction
• To apply risk management techniques to asset management
• To evaluate asset performance using various metrics and tools
• To create and implement effective asset management strategies
Day-by-Day Course Outline
Day 1: Introduction to Asset Management
• Overview of asset management: Definition, objectives, and importance
• Key asset management concepts: Asset classes, risk-return trade-off, and diversification
• The role of asset management in financial planning and investment strategy
• Case study: Understanding asset management in a real-world scenario
Learning Outcome:
Participants will gain a foundational understanding of asset management principles and their role in financial planning.
Day 2: Asset Allocation and Portfolio Construction
• Principles of asset allocation: Strategic vs. tactical allocation
• Building a diversified portfolio: Asset classes and investment vehicles
• Techniques for portfolio construction: Modern Portfolio Theory (MPT), Efficient Frontier, and Capital Asset Pricing Model (CAPM)
• Practical exercise: Constructing a sample investment portfolio based on given parameters
Learning Outcome:
Participants will learn how to allocate assets effectively and construct diversified portfolios using established techniques.
Day 3: Risk Management in Asset Management
• Understanding risk: Types of risk (market risk, credit risk, liquidity risk) and their impact on asset management
• Risk management strategies: Hedging, diversification, and risk-adjusted returns
• Tools and techniques for measuring and managing risk: Value at Risk (VaR), stress testing, and scenario analysis
• Workshop: Applying risk management techniques to a sample portfolio
Learning Outcome:
Participants will develop skills in identifying, measuring, and managing various types of risk in asset management.
Day 4: Performance Evaluation and Measurement
• Performance measurement metrics: Return on Investment (ROI), Sharpe Ratio, and Alpha
• Evaluating asset management performance: Benchmarking and attribution analysis
• Understanding performance reports and communicating results to stakeholders
• Case study: Evaluating and interpreting performance data for an asset portfolio
Learning Outcome:
Participants will learn how to evaluate asset management performance using various metrics and techniques, and effectively communicate results.
Day 5: Developing and Implementing Asset Management Strategies
• Crafting asset management strategies: Long-term vs. short-term strategies, active vs. passive management
• Implementing and monitoring asset management strategies: Execution, rebalancing, and performance review
• Trends and developments in asset management: ESG investing, alternative assets, and technological advancements
• Group project: Developing and presenting a comprehensive asset management strategy for a hypothetical scenario
Learning Outcome:
Participants will be able to create and implement effective asset management strategies, incorporating current trends and developments.
By the End of the Course, Participants Will Learn:
• Core principles and objectives of asset management
• Techniques for asset allocation and portfolio construction
• Methods for managing and mitigating risks in asset management
• Tools for evaluating and measuring asset performance
• Strategies for developing and implementing asset management plans
Course Delivery Methods
• Expert-led lectures and interactive presentations
• Hands-on exercises and practical case studies
• Workshops on risk management and performance evaluation
• Group projects for strategy development and presentation
• Demonstrations of asset management tools and techniques
Course Dates and Venue locations:
The Certificate:
After attending and completing the entire ARUK training course, delegates will be issued a Certificate of Completion
