Agenda

Portfolio Management Academy takes place over 7 days.

The Academy is specifically designed to ensure that you develop practical skills and knowledge that will be immediately applicable upon return to your job.

Each of the seven days will involve

  • six hours of instruction per day
  • reading assignments to be completed on most evenings
  • formal lectures
  • case studies
  • group exercises
  • video footage
  • guest presentations.

Plus, our FTSE 500 Asset Allocation Competition gives you a hands-on experience of running an investment portfolio.

 
MODULE I MACRO TRENDS, ASSET ALLOCATION AND EVALUATION
Day One: Asset Allocation: A Top Down View
Day Two: The Quantitative Tools of Asset Allocation
Day Three: Performance Measurement
MODULE II FIXED INCOME PORTFOLIO MANAGEMENT
Day Four: Fixed Income Portfolio Management I
Day Five: Fixed Income Portfolio Management II
MODULE III EQUITY PORTFOLIO MANAGEMENT
Day Six: Top Down Approaches & Style Selection
Day Seven: Bottom Up Approaches & Derivatives
 
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