The focus of the course, led by two renowned experts, is to to serve as an in-depth introduction to a fast developing field focusing on helping investors achieve their desired outcomes with a multi-asset approach, combining asset allocation, manager selection and dynamic portfolio management techniques.The course will be conducted by Professor James J. Choi, from Yale School of Management and Professor Nikolaos Tessaromatis from EDHEC Business School.
The first day of the seminar will survey the evidence on return predictability that is relevant for investors engaging in tactical asset allocation. The seminar will begin with a discussion about the predictability of broad asset class returns, particularly equity and fixed income market returns. It will include a discussion about predictability of returns of sectors and styles within the equity market. Finally, should one choose to implement one’s asset allocation strategy using active mutual fund managers, the first day of the seminar will present the methodologies used for identifying the managers who are most likely to outperform in the future. The second day of the seminar will dig further into how to use this reported evidence of predictability in asset, style and factor returns to build a process that can be used to perform active asset allocation decisions. It will discuss the models, techniques and applications of tactical asset allocation strategies, but also the practical implementation challenges associated with this process.
This intensive 2 day course has been tailored for professionals in banking, commerce and trade and industry who need to gain a closer understanding of International Trade Finance.
The course provides a comprehensive foundation of all aspects of International Trade Finance in a global context covering the key concepts, practices and current developments.
This course will be of special interest to banking and commercial professionals, who wish to expand their knowledge base, enhance their expertise and advance their careers into the international trade finance arena.
This intensive 2 day course will equip you with the skills required to effectively evaluate companies and assets. Conducted by a former City banker the course starts with an overview of different equity valuation methods and explains fundamental framework.
Working through models and case studies based on real companies you will have a chance to go through various ratios including cash flows, discount rates and periods, DCF, capital structure and understand the important parameters that can cause the valuation to break down if overlooked.
Even though FATCA is now operative, many foreign financial institutions (FFIs) and associated organisations are still not clear on what they should be doing. If you are still not certain as how to exactly comply with the FATCA requirements and set up all the necessary structures and controls, this very practical one day course is just for you. You will learn about:
The technical requirements of FATCA
How FATCA compliance can be effectively achieved and
A detailed look at al the necessary internal controls and certification considerations
How to provide support for your clients
This intermediate level course explores FATCA requirements and guidance as set out by HMRC but is also very relevant for participants from abroad.
This highly practical 2 day course provides guidance on identifying and controlling risks associated with money laundering and terrorist financing. The programme provides an overview of AML compliance program requirements, AML risks and risk management expectations, industry sound practices, and examination procedures. You will have a chance to analyse the latest AML techniques and strategies from around the world through practical case studies.
Effective project management helps reducing costs, meet the deadlines and increase the efficiency of your organisation.
This practical 2-day course will show you the essential elements required in planning a project and give you the confidence and useful tools to put it into practice. From defining project objectives, setting up phases and assigning roles to time and budget management and quality control - you will have a chance to explore all ingredients of effective project management.
The programme is particularly designed for banks and financial institutions and includes case studies from organisations around the world.
This practical two day training run by a former senior banker has been designed for anyone who needs to understand the fundamentals of measuring investment performance.
The course explores all aspects of performance measurement including the calculation of returns, impact of different benchmarks and adjusting performance for risk taken. Through the analysis of the best current industry practice you will learn how to set up, maintain and improve performance measurement systems within your organisation.
You will also have a chance to learn about the evolution of the asset and wealth management industries including the latest industry trends as well as some of the findings from behavioural finance.
An intensive three-day course that will provide participants with an in-depth appreciation of the concepts and techniques that will shape the future of investment management. The seminar is presented in a highly accessible manner by an instructor who combines academic expertise and industry experience.
Day one of the course focuses on bridging the gap between portfolio theory and portfolio construction and outlines a coherent framework in which can be framed optimal decisions for the design of well diversified asset class and asset allocation benchmarks. Day two shifts from static risk diversification to dynamic risk hedging and focuses on the design of optimal allocation strategies for investors endowed with long-term liability or consumption objectives. On Day three the seminar shows how to account for regulatory, accounting, and other short-term constraints, which requires implementing risk insurance, in addition to risk diversification and risk hedging. Each afternoon of the seminar is dedicated to integrative case studies providing practical applications in both the institutional and individual money management contexts, drawing examples from asset-only and asset-liability management perspectives.