Essentials of Asset Management
Essentials of Asset Management

Essentials of Asset Management

Our Asset Management Training Course offers a focused curriculum for individuals and finance professionals interested in enhancing their understanding of portfolio management. Participants will learn to balance risks and returns while considering the unique objectives and constraints of both individual and institutional investors.


Key Topics:

  • Portfolio Customization: Develop skills to tailor investment strategies, ensuring they align with specific financial goals and constraints. 
  • Risk Management: Understand the principles of optimizing risk and return, with a focus on diverse asset classes.
  • Navigating Challenges: Address common obstacles in asset management, including time horizons, regulatory environments, and governance structures.

Engage with real-world scenarios to deepen understanding and application of asset management principles.This course provides a mix of theoretical knowledge and practical insights, making it suitable for those looking to effectively manage and optimize a portfolio’s performance amidst varied constraints and objectives. 

Ref: EOAM-185

Learning Outcomes

  • Grasp Modern Portfolio Theory:  Learn to balance return vs. risk and understand asset correlation.
  • Explore Asset Management: Navigate the ecosystem and its integral components.
  • Identify Fund Types: Differentiate among key types and their unique attributes.
  • Learn Management Typologies: Master the various management approaches for diverse assets.
  • Link Economic Cycles to Assets: Understand the impact of economic phases on asset classes.
  • Measure Portfolio Performance: Analyze contributing factors to equity and bond portfolio performance.

Who Should Attend

  • Junior fund manager
  • Junior portfolio manager
  • Wealth manager


  • 2 days (14 hours)


  • €1850 + VAT for one participant.
  • €1480 + VAT each for a group of 2 or 3 participants, only with group registration.
  • €1180 + VAT each for groups of more than 3, only with group registration.

Tailored Training Solutions

  • We offer the option to collaboratively develop customized programs.
  • If you don't find precisely what you're looking for, we are here to assist you in constructing the perfect solution for your organization.
  • Any of our training courses can be delivered just for your team.
  • We can also co-create bespoke programmes, so if you can't find exactly what you need, we can help you build the right solution for your organisation.

Training Agenda

I. Fundamental Principles of Portfolio Management  

  1. The Modern Portfolio Theory by Markowitz  
  2. The concept of yield, risk, and correlation  
  • Practical Case:
    •  Analysis of an efficient portfolio frontier  

II. Asset Management Ecosystem  

  1. Asset Management Companies and UCITS (Undertakings for the Collective Investment in Transferable Securities)  
  2. Custodian  
  3. Centralizing Agent  
  4. Prime Broker  
  5. Distributor  
  • Quiz

III. Approaches to Asset  Management  

  1. Active Management  
  2. Passive Management  
  3. ESG Management  
  4. Islamic Finance  
  • Quiz

IV. Portfolio Management and Asset Classes  

  1. Equity Management  
  2. Bond Management  
  3. Alternative Management: Private Equity, Real Estate, and Commodities  
  4. Hedge Funds: Equity, Relative Value, Opportunistic, Specialist  
  • Practical Case:
    • Analysis of a prospectus of a fixed income fund  

V. Economic Cycles and Asset Classes  


    1. Recovery Scenario  

  • Asset Class Behavior
  • Monetary and Fiscal Policy 
  • Yield Curve shape

    2. Growth Scenario  

  • Asset Class Behavior  
  • Monetary and Fiscal Policy  
  • Yield Curve shape  

    3. Contraction Scenario  

  •  Asset Class Behavior  
  •  Monetary and Fiscal Policy  
  •  Yield Curve shape  

    4. Recession Scenario  

  •  Asset Class Behavior  
  •  Monetary and Fiscal Policy  
  •  Yield Curve shape  
  • Practical Case:
    • Examination of the current economic cycle in light

VI. Indicators for Measuring a Portfolio's Performance  


      1. Equity Portfolio  

  • Brinson-Fachler Model  
  • Multi-factorial Model  

      2. Fixed income Portfolio  

  • Effect related to Duration  
  • Effect related to the Yield Curve  
  • Practical Case:
    • Examination and calculation of an equity fund’s performance factors


Organisme de Formation Enregistré sous le Numéro 24280185328 

Contact : Florian CAMPUZAN Téléphone : 0680319332 

E-mail :

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