Active Portfolio Management and Asset Allocation

Available Dates	Venue

Modules

<h3>Advanced Portfolio Theory and Active Management Frameworks:</h3><ul><li>Review of Modern Portfolio Theory (MPT) and its limitations in active management.</li><li>Active vs. Passive investment strategies: detailed comparison and rationale.</li><li>The role of information advantage and market efficiency in active management.</li><li>Setting investment objectives, constraints and benchmarks for active portfolios.</li></ul>

Who is this Course for?

<ul><li>Experienced investment professionals and portfolio managers.</li><li>Financial advisors and wealth managers.</li><li>Fund managers and analysts.</li><li>High-net-worth individuals and family office professionals.</li><li>Investment committee members.</li><li>Anyone involved in making active investment decisions and managing complex portfolios.</li></ul>

Choose Your Own Course

<p>If you have specific training needs or would like to tailor a course to your organisation's unique requirements, we're here to help. Contact LOTC today and we can work together to develop a customised training solution that meets your specific goals. </p>

Why Choose London Optimum?

<p>At London Optimum, our core philosophy is ‘Optimising people, maximising performance.’ We deliver cutting-edge training that equips professionals with the knowledge and skills to drive tangible results. This course, Active Portfolio Management and Asset Allocation Strategies, provides unparalleled expertise in the art and science of outperforming market benchmarks. You will learn to develop sophisticated investment strategies, ensuring all decisions are backed by the main accounting principles necessary for accurate performance attribution and risk-adjusted return analysis. Our experienced instructors bring real-world expertise and a focus on delivering immediate value. This program is a premier selection among short term accounting courses in UK, moving beyond passive tracking to focus on advanced management accounting training for wealth managers and institutional investors. Hosted at our central London training centre, this course provides the tools to navigate evolving market regimes, leverage alternative assets, and implement dynamic hedges to achieve superior financial outcomes and sustainable growth. </p>

Courses are held at premium hotels and training venues in Central London/Dubai. Specific venue details are confirmed upon booking.

Course Overview

<p>This course, Active Portfolio Management and Asset Allocation Strategies by London Optimum Training & Consultancy, provides an in-depth exploration of dynamic strategies for actively managing investment portfolios and optimising asset allocation. Participants will learn advanced techniques to identify market opportunities, construct diversified portfolios and adjust strategies in response to changing market conditions. The training emphasises a proactive approach to achieving specific financial goals and outperforming benchmarks.</p>

Duration: 5 Days

Delivery Mode: Classroom-based

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Have specific training needs?

If you need or would like to tailor a course to your organisation's unique requirements, we're here to help.