Courses

Knowledge Management In Investment Teams

  • Banking and financial courses

DESCRIPTION

Investment decision makers need to adapt their own behavior in response to adaptive markets, but tend to avoid it. Change and related challenges like knowledge management are widely researched in the general management literature.
For the asset management industry instead, it can be considered an under-researched knowledge frontier (Epstein, 2015). The complexity of the task to induce and manifest individual and organizational change has proven to be non-trivial in any field. Citing the doyens of learning organizations, Harvard professors Robert Kegan and Lisa Lahey: “We all know there is a big gulf between insight and the ability to act upon it.”
In short, the Asset Management industry widely ignores Knowledge Management in academia and praxis (Stanford University, 2015). We regularly ask the investment management deciders/investment committees how they learn. Silence is the most frequent response. Silence is no longer good enough.
Participants will learn how knowledge management can be applied in professional investment teams, simulating a test of the lessons learned at their own teams. 

PARTICIPANT PROFILES

  • trust
  • family office
  • wealth managers
  • private/regional banks

STRUCTURE


MORNING / SESSION ONE / 90MIN

INTRODUCTION TO KNOWLEDGE MANAGEMENT (KM) IN TEAMS

  • How do individuals learn?
  • What is a learning organization?
  • What is cognitive diversity in teams?
  • Intuition versus Instincts
  • Superstar Managers versus Process Primacy

MORNING / SESSION TWO / 90MIN

KNOWLEDGE MANAGEMENT IN ACTION

  • KM lessons learned from other industries
  • Incentive systems matter
  • Team culture versus organizational culture

Common mistakes in knowledge management
BEST PRACTICE: EXAMPLES OF EFFECTIVE KNOWLEDGE MANAGEMENT TECHNIQUES

AFTERNOON / SESSION ONE / 90MIN

CASE STUDY


Participants will study their own investment teams/committees and explore how to optimize it by applying previously introduced techniques and lessons learned
INTROSPECTIVE CASES: KNOWLEDGE MANAGEMENT OPTIMIZATION

AFTERNOON / SESSION TWO / 90MIN

REVIEW YOUR FINDINGS


Moderated by the lecturer, participant share their findings and reflect together on eventual further improvements of their own or other findings.

Tutors



Opened courses and exams

  • 13 November 2019

    Application deadline

    06 November 2019


    Locations and dates

    • 13 November 2019 -, Budapest Institute of Banking Zrt. 1013 Budapest Döbrentei utca 2. Google Calendar

    Course fee

    199.000 Ft Early bird 169.000 Ft + 27% VAT



    More details

    Early bird promotion is valid from 1 August to 31 August 2019.