Advanced portfolio construction principles - course by Panthera Solutions

DESCRIPTION

Success in portfolio management is all but random. This holds in particular true for portfolio construction. Investors need to take the right risks. Beyond the free lunch of diversification, advanced techniques to optimize risk allocation need to be applied. The course deploys how you get your portfolio construction policies to best practice levels. This includes strategic diversification, alpha diversification, risk budgeting, stop loss and risk management principles. Participants learn how to implement their specific risk taking strategy.

PROGRAM

BEST PRACTICES (90min)
Input and reflection on

• Embedding portfolio construction in your
• investment process
• Alpha diversification
• Investment process design
• Risk budgeting

DELIBERATE PRACTICE (60min)
Input and reflection on

• Optimized risk budgeting
• Individual risk taking strategy
• Portfolio applications

LESSONS LEARNED (10min)
NEXT STEPS (5min)
FEEDBACK FORM (5min)

BENEFICIAL FOR

Fund managers and investment professionals.

DATE AND LENGTH

June 15th 
3 hours

CPD ACCREDITED

Yes, 3 credits

COSTS

EUR 298 per participant

REGISTRATION LINK

https://panthera-solutions.cademy.co.uk/advanced-portfolio-construction-principles