Agree the first three actions on portfolio management and asset allocation that will be taken on returning to work.
Advanced Investment Portfolio Management and Asset Allocation
An applied course in portfolio management and asset allocation built around the decisions practitioners actually face.
📍 Cairo🗓️ 5 training days📚 4 modules🎓 Accredited certificate
5intensive training days
4scientific modules
8training sessions
32detailed points
Course Overview
Capital, liquidity and reputation are all exposed by weak handling of portfolio management and asset allocation. Models supporting asset allocation fail quietly, and usually at the worst moment. The course covers the practice within financial and banking practice at the level of detail needed to act, and stops there. The method assumes participants will be challenged on their handling of portfolio management and asset allocation and prepares them for it. Participants who influence this part of financial and banking practice without directly controlling it will find the content directly usable. Improvement in asset allocation stalls when it depends on one capable individual rather than a defined method. Practitioner evidence points the same way: portfolio management and asset allocation improves fastest where responsibility for it is named and owned. Participants develop a defensible line of reasoning for the choices they make about asset allocation. The programme ends where implementation begins, with the practice within financial and banking practice broken into steps someone can start on Monday.
Expected Learning Outcomes
Price asset allocation to reflect the risk actually being taken.
Design reconciliation and settlement controls covering portfolio management and asset allocation.
Structure records of asset allocation so that they answer the questions an auditor will actually ask.
Diagnose whether a problem in portfolio management and asset allocation is one of design, resourcing or discipline.
Assess the concentration risk building up inside asset allocation.
Plan the remediation route when a weakness in portfolio management and asset allocation is identified.
Who Should Attend
Investment and portfolio managers exposed to portfolio management and asset allocation.
Board risk committee members overseeing asset allocation.
Managers of multi-site operations seeking consistency in portfolio management and asset allocation.
Compliance officers overseeing asset allocation.
Relationship and product managers whose targets depend on portfolio management and asset allocation.
Specialists advising senior management on asset allocation.
Course Modules
Portfolio management and asset allocation: risk appetite, limits and policy
2 sessions · 8 pointsSession 1The decisions in portfolio management and asset allocation that cannot be delegated
- Set early warning indicators for portfolio management and asset allocation with defined action thresholds.
- Translate the appetite for asset allocation into limits someone monitors daily.
- Prepare the summary of portfolio management and asset allocation that senior management will read.
- Define the trigger that would require asset allocation to be redesigned.
Session 2The paperwork for asset allocation that is actually needed
- Confirm that reporting on portfolio management and asset allocation reaches the people who can act.
- Confirm that contractual obligations around asset allocation are understood.
- Design the exception process for portfolio management and asset allocation and require a documented rationale.
- Check the accounting treatment applied to asset allocation against current standards.
Asset allocation: exceptions, breaches and remediation
2 sessions · 8 pointsSession 1What a supervisor will ask about asset allocation, and in what order
- Decide what will be stopped to create capacity for portfolio management and asset allocation.
- Confirm client due diligence standards applied to asset allocation are current.
- Distinguish symptoms from causes when portfolio management and asset allocation underperforms.
- Test asset allocation against a scenario the organisation would rather not model.
Session 2Building lasting competence in asset allocation
- Check the legal and contractual exposure created by portfolio management and asset allocation.
- Confirm reporting on asset allocation reaches the committee that can act on it.
- Assess the capital consumed by portfolio management and asset allocation under current and stressed conditions.
- Review concentration by counterparty, sector and geography inside asset allocation.
Asset allocation: measurement, models and their assumptions
2 sessions · 8 pointsSession 1Setting a limit on asset allocation that will actually be respected
- Define acceptance criteria for portfolio management and asset allocation in advance.
- Identify single points of dependency in asset allocation and reduce them.
- Set out how exceptions to portfolio management and asset allocation are requested and approved.
- Establish what evidence demonstrates asset allocation is under control.
Session 2The early warning on portfolio management and asset allocation that arrives in time
- Agree who signs off portfolio management and asset allocation and record that they did.
- Agree the smallest change to asset allocation that would be visibly useful.
- Test the procedure for portfolio management and asset allocation against a realistic scenario.
- Build the internal briefing that explains asset allocation to those affected.
Asset allocation: stress testing and scenario analysis
2 sessions · 8 pointsSession 1Pricing asset allocation for the risk actually taken
- Check that records of portfolio management and asset allocation answer the questions likely to be asked.
- List the assumptions in any model supporting asset allocation and when each was last challenged.
- Assign responsibility for keeping documentation of portfolio management and asset allocation current.
- Confirm regulatory reporting on asset allocation is complete, timely and reconciled.
Session 2Stress scenarios for asset allocation that are plausible rather than convenient
- Record the rationale for each significant choice made about portfolio management and asset allocation.
- State the risk appetite for asset allocation as a number, not an adjective.
- Prepare the evidence pack demonstrating portfolio management and asset allocation operated as designed.
- Verify reconciliation and settlement controls covering asset allocation.
Choose the package that suits you
Silver Package
At least 3 people
USD1,250
- Workshop or Program Participation
- Airport Transfers
- Customized Badge
- Expert Mentorship (Private Sessions)
- Supervision & Secretarial Services
- Accredited Certificate of Participation
- Complete Training Kit
- Coffee Break
- Closing Ceremony
Gold Package
At least 3 people
USD1,850
- 5-night stay in a 5-star hotel
- Workshop or Program Participation
- Airport Transfers
- Customized Badge
- Expert Mentorship (Private Sessions)
- Supervision & Secretarial Services
- Accredited Certificate of Participation
- Complete Training Kit
- Coffee Break
- Closing Ceremony
Complete your registration
We will contact you within one business day to confirm.