Running in parallel, both masterclasses are intended for greater delegate participation and a more interactive discussion. Led by ground experts chosen for their specialised expertise and experience, both sessions offer a premier learning platform for getting to grips with a particular aspect of your industry or responsibility.
Masterclass A
Translating portfolio construction techniques from theory to the real world
Portfolio construction is a core competency for any financial planner, investment advisor or asset manager and asset allocation is undoubtedly a key driver of quality portfolio construction and achieving superior results.
This Masterclass will address both the theoretical and practical aspects of the biggest challenges facing today’s investors, such as building a portfolio that delivers substantial returns, coping with stakeholder scrutiny, operating within an acceptable risk budget and maximising the effectiveness of available resources.
· Asset allocation – Getting to the right place, balancing competing objectives, dealing with inadequate data and decision-making
· Investment beliefs – Developing and staying consistent to a set of agreed philosophies and practices
· The fiduciary perspective – Managing the different needs and expectations of competing stakeholders
· Sifting the investment world – With numerous approaches, products and ideas on the investment landscape, what is a cogent and consistent framework for sifting and implementing them?
· Optimising resources – Resolving resource constraints on the competition for attention and tools for achieving the right balance between in-sourcing and outsourcing
