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Asset Allocation & Portfolio Management - Traversing Through the Turbulence


Asset Allocation & Portfolio Management - Traversing Through the Turbulence
Asset Allocation & Portfolio Management - Traversing Through the Turbulence
13 July 2020
Virtual Instructor-Led Training (VILT) -
In House Training , Management , Finance , Corporate Training


Virtual Instructor-Led Training - Investment Series:

Asset Allocation & Portfolio Management

Internationally Leading Investment Trainer & Financial Markets Expert

Frank Hvid Petersen-Investment Trainer

Frank Hvid Petersen

Winner of multiple Prospera Investor Rankings for 
Best Macroeconomic & Equity Strategy Analysts

Founder of Advisory Firm - Earlybird Research & Education

25 years of experience in the financial sector

Frank has long been a sought after investment guru and authority with a background of almost 25 years specializing in macroeconomics and financial markets. He was previously the Chief Economist and Chief Equity Strategist for Alfred Berg Bank (A leading Nordic Investment Bank) as well as the Head of Strategy and Portfolio Management in Carnegie Investment Bank. Since then he has established his own advisory firm - Early Bird Research, a professional market research company.

Aside from that, he holds a M.Sc. (Econ) from the University of Copenhagen and writes columns on portfolio management issues for AMWatch - a Scandinavian asset management news site.


“Frank has the capability of framing the argments and making his point of view clear for every attendee. The fact that Frank manages to understand every individual’s challenges makes him one of the best investment lecturers in Denmark. Frank is a tremendous communicator with a high level of both intelligence and humor.”
– Sydbank

“Frank is a well-prepared teacher with great insight and professional knowledge, with a commitment to teaching.” 
 Smart Academy Denmark

"The course was excellent, very relevant. Good and very inspiring teaching methods."
– Vice President, T. Rowe Price

"The course fully met my expectations. It was excellent. A good mix of theory and practice. Good anecdotes."
– Analyst, Arbejdernes Landsbank (Denmark's 7th Largest Bank)

Why Choose Kexxel's VILT Courses

NOT a Webinar!
Join our live, virtual courses enriched with a diverse range of interactive activities, such as action plans, group discussions, breakout sessions, exercises, case studies, and more.

Course Materials
An advantageous combination of presentation slides and downloadable workbooks are provided to participants prior to classes for a more holistic learning experience.

Pre-Course Questionnaires
Our instructors will understand the specific needs and requirements of each individual participant, by allowing attendees to review and highlight topics of importance prior to the course.

Private, In-house Sessions
Upon request for organizations seeking a more customised learning for their employees.

Post-event Follow up
Learning doesn’t stop at the close of the window screen! We'll do a post event follow up on a quarterly basis. This is an exclusive, invitation-only access for participants that have attended courses under an instructor in that quarter.

Course Outline

As the pandemic crisis and shifting stock markets continue to shake up global financial markets and investors, strategic investment portfolio management is more imperative than ever before. In this course, Frank Hvid Petersen will equip you with an in-depth overview of the modern portfolio theory and types of asset allocation to better navigate the globally turbulent environment we are in.

You will learn:

  • Modern Portfolio Theory
  • Static and dynamic strategic asset allocation
  • Pros and cons of risk the parity approach and how it performs in different scenarios
  • Overview of factor investing

Session 1: Modern Portfolio Theory

  • A brush up on Modern Portfolio Theory (MPT)
  • Shortcomings of MPT and how to overcome them
  • Group Excercise: What input to enter the model?
  • From Static to Dynamic Asset Allocation optimization

Session 2: Risk Parity

  • The definition of Risk Parity and the idea behind
  • Is Risk Parity a superior MPT?
  • An analysis of four different macro scenarios
  • Group Excercise: How will Risk Parity portfolios perform in the different scenarios?

Session 3: Factor Investing

  • What is factor investing? An introduction
  • Studying the different factors and their implications
  • Factor investing over the business cycle

Session 4: Challenges in Portfolio Management Styles During and After COVID-19

  • Challenges for MPT portfolios
  • Challenges for Risk Parity portfolios
  • Challenges for factor investing
  • Group Discussion: Forecasting the Future - How do we solve the portfolio challenges ahead of us?

Click here to view the full list of events under our Investment Series 

*******For more details, kindly download the brochure*******


Virtual Instructor-Led Training (VILT)