Executive Training

Format: 2015-06-30

CFA Institute/EDHEC-Risk Advances in Asset Allocation Seminar


CFA Institute/EDHEC-Risk Institute

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.

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