BIB oktatás

Kurzusok

Portfolio analytics for investment committees

  • Panthera Academy

 

DESCRIPTION

 

Advanced portfolio analytics are essential for informed investment decision making and delivering reliable performance. Focusing on top down asset allocation portfolios the course covers:

1) How to monitor ex ante risks?

2) How to monitor daily performance?

3) Meaningful risk and performance analysis

4) A self-critical look at your investment decision behaviour

5) Optimized risk budgeting of investment decisions

 

PROGRAM

 

PART ONE
 

BEST PRACTICES (90min)

  • Ex ante risk modelling and monitoring
  • Risk and performance analytics
  • Investment decision behaviour analytics
  • Risk budgeting theory

 

BREAK (10min)

 

PART TWO
 

DELIBERATE PRACTICE (60min)

  • Participants will practice portfolio analytics at illustrating examples. We will share experiences and discuss the strengths and weaknesses

LESSONS LEARNED (10min)

NEXT STEPS (5min)

FEEDBACK FORM (5min)

 

SEMINAR DETAILS

 

LECTURER

Thorsten Neumann

LENGTH

3h

LEARNING GOAL

Learn how to analyse risk, performance and decision behaviour

PS FRAMEWORK

Choice Architecture / Toolbox

CPD ACCREDITED

Yes (3 credits)

LANGUAGE

English (on-demand in French)

BENEFICIAL FOR

CIOs, investment committee members, fund manager, risk and performance analysts

SPRINT STRUCTURE

90min input + 90min deliberate practice, reflection and implementation   planning

FORMAT

Online (Zoom or Awarenow)

MINIMUM SIZE

5 participants


 

COSTS                      250 EURO PER PARTICIPANT

 

Nov 11, 2021


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