CORPORATE TRAINING (IN-HOUSE)
Duration: Adaptable to your needs
📍 On-site or remote training
Pricing upon request
📌 Reference: FOAM-185
Training Course | Asset Management | The Fundamentals of Asset Management - Finance Tutoring
Asset Management Trainings
The Fundamentals of Asset Management
This module introduces you to the essential principles of asset management: portfolio construction, strategic and tactical allocation, performance measurement, and risk management. It covers the main asset classes, management styles (active/passive, growth/value), and introduces optimization and valuation models such as CAPM or the efficient frontier.
PUBLIC TRAINING
IN-HOUSE TRAINING
TAILOR-MADE TRAINING
IN-PERSON OR REMOTE CLASS
Duration: 2 days
➕ Remote learning activity
1850,00 € VAT Exempt (*)
📌 Reference: FOAM-185
(*) As a training organization, Finance Tutoring benefits from a VAT exemption under Article 261-4-4° of the French General Tax Code (CGI).
Training Description
Fundamentals of Asset Management
2-day intensive training (14 hours) - Theoretical approach and concrete case studies
The Fundamentals of Asset Management training allows you to acquire a comprehensive understanding of the principles of asset allocation, portfolio optimization, and institutional and private management strategies.
◉ Current Context
In an environment of volatile markets and low interest rates, this training addresses the key challenges for managers:
- Risk-return optimization
- Adaptation to new regulations
- Integration of ESG factors
Pedagogical Content
1. Portfolio Theory
- Modern Portfolio Theory
- Diversification and correlations
- Efficient Frontier
2. Institutional Management
- Asset-Liability Management
- Asset/liability management
- Specifics of pension funds
3. Advanced Strategies
- Factor analysis
- Management of behavioral biases
- Sector-specific case studies
Training Objectives
- Master the principles of modern theory
- Analyze the asset management ecosystem
- Differentiate the types of funds and management
- Evaluate the impact of economic cycles
- Measure performance drivers
- Optimize multi-asset allocation
Target Audience
◉ Available in person and online ◉ Training materials provided ◉ Training certificate
Benefits by Profession
◉ Portfolio Managers
Consolidate your skills in portfolio construction, risk-adjusted performance analysis, and understanding investor behavioral biases.
- ► Advanced asset allocation techniques
- ► Risk/return optimization
- ► Management of behavioral biases
◉ Financial Analysts
Refine your understanding of fundamentals and ratios to support management decisions. Master ESG scoring and factor analysis methods.
- ► Factor analysis methodologies
- ► Integration of ESG criteria
- ► Advanced valuation models
◉ Investment Advisors
Develop a clear communication on multi-asset strategies, tactical allocations, and the pedagogy around the risk/return trade-off.
- ► Communication on investment strategies
- ► Tactical and strategic allocation
- ► Financial pedagogy
◉ ALM Managers
Strengthen your understanding of the links between liabilities and regulatory constraints, and master projection tools within a prudential framework.
- ► Advanced asset-liability management
- ► Regulatory and prudential constraints
- ► Projection and simulation tools
Training Program
Fundamentals of Asset Management
I. Fundamental Principles of Asset Management
- Markowitz's Modern Portfolio Theory
- The concept of return, risk, and correlation
Practical Case:
Reading and analysis of an efficient portfolio frontier
II. Asset Management Ecosystem
- Management companies and UCITS
- Custodian
- Central Administrator
- Prime broker
- Distributor
Quiz