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Active Portfolio Management & Asset Allocation

Euromoney Learning
Course summary
Professional Training
4 days
4,405 GBP, 4,405 USD excl. VAT
London, Online courses, Singapore
Course Dates
Online courses
Please inquire for more information

Course description

Active Portfolio Management & Asset Allocation

Virtual Learning Room: Restrict your travel, not your training

For many years, we have supported our clients while development programmes have been under pressure to minimise time away from the desk. We have successfully implemented blended learning techniques, using technology to provide ultimate flexibility.

We now find ourselves in unprecedented territory. In-person development programmes will be under greater scrutiny than ever. Whether your concern is health-related, the environment or ROI, suspending investment in people will be costly in the long-run with an impact on performance, risk exposure and morale.

Euromoney Virtual Learning provides a range of options that will enable your people to participate in learning events from the comfort of their base location. Virtual solutions range from on-demand, bite-sized online learning to fully customised, live and interactive experiences with our world-renowned subject matter experts.

For more information on how we can provide cost-effective learning programmes for your global teams without the need for travel, get in touch with us by clicking the "Information Request" button

Guaranteed to Run (GTR)

Organising your training and development is now easier than ever with our Guaranteed to Run (GTR) courses. With this initiative, you can plan your training in advance – including travel and accommodation - without any concern of cancellation and take advantage of the huge cost savings and peace of mind.

To find out which courses are Guaranteed to Run in 2020, please download the GTR brochure or the 2020 Global Calendar on our website. 

We know how inconvenient it can be when training is cancelled, so we are committed to standing by our GTR schedule. We will only ever cancel a GTR course due to circumstances outside of our control, such as natural disasters and illness, and will always work with you to find a happy alternative.

The Active Portfolio Management & Asset Allocation course reviews in detail the latest developments and best practices within the banking and finance industry with a key focus on asset allocation portfolio construction style management strategies performance measurement and popular thematic trends.


The workshop is designed to be interactive drawing on the knowledge and experiences of the trainer and participants. The trainer will explore best practices across the industry using current industry research reports analysis and case studies. Participants will be encouraged to apply the best practices to their own markets and businesses

Suitability - Who should attend?

This programme is designed for delegates with a knowledge of the fundamentals of modern portfolio theory asset allocation theory equity analysis and portfolio construction techniques.

Outcome / Qualification etc.

After attending this course you will know how to:

  • Design robust asset allocation models for all market conditions
  • Build and maintain optimal portfolios based on investor needs
  • Analyse the key features advantages and risks of a broad range of asset classes and their performance in different market conditions
  • Recognise different approaches to identifying and capturing alpha
  • Gain competitive advantage from understanding behavioural biases and how to manage them
  • Address the theoretical and practical issues in connection with multi asset class investing

Training Course Content

The content of this training programme is structured as follows:

  • Introductions and welcome
  • An overview of trends within the industry
  • The 'theoretical' backdrop – tools and concepts
  • Case study: The case for dynamic asset allocation
  • Understanding asset allocation
  • Rebalancing and reallocation
  • Building the equity allocation
  • Asset allocation and other portfolio construction disciplines
  • Case study: Large Cap Growth Alpha thesis
  • The search for 'alpha' and the importance of information ratios
  • Individual investor behavior
  • Case study
  • Asset class characteristics
  • Integrating alternative assets with 'traditional' asset classes
  • Building the Fixed Income Allocation
  • Case Study
  • Hedge funds
  • Risk management
  • ETF’s
  • Case Study
  • Private equity
  • Case study
  • Property
  • Commodities
  • Structured products
  • Case study
  • Course summary and close

Why choose Euromoney Learning

4.75/5 rating on course check for service

25,000 professionals trained across public courses

99 countries where training is delivered

Customer Outreach Award


We believe that it should be easy for you to find and compare training courses. 

Our Customer Outreach Award is presented to trusted providers who are excellent at responding to enquiries, making your search quicker, more efficient and easier, too.

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About provider

Euromoney Learning

We develop bespoke learning experiences with the perfect blend of technologies and techniques to help you succeed. An organisation’s ability to continuously learn and evolve rapidly is the ultimate competitive advantage. To achieve your strategic goals, it is essential to...

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Contact info

Euromoney Learning

8 Bouverie Street,
EC4Y 8AX, London

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