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Asset Allocation & Investment Risk Measurement and Management

Event 

Asset Allocation & Investment Risk Measurement and Management
Title:
Asset Allocation & Investment Risk Measurement and Management
When:
31 March 2021
Where:
Virtual Instructor-Led Training (VILT) -
Categories:
In House Training , Management , Finance , Corporate Training
        

Description

4 Part Investment Series:

Grow & Diversify Your Investment Value with

Internationally Recognized and Respected Investment Specialist

The Investment Expert, Paul Meadows

Paul Meadows

Member of CFA Institute
Associate of the Society of Investment Professionals (ASIP)
Member of the London Stock Exchange Academy Training Team

Clients include Bank of China, Barclays Global Investors & Citigroup

With over 15 years of investment experience, Paul is an expert on the Buyside of the Equity Markets working in both Institutional and High Net Worth Portfolio Management. The key roles he has undertaken ranged from managing UK Equity component of a larger portfolio on behalf of a Scandinavian Insurer to heading up the global Equity Research effort in London for a Bermudan-domiciled Private Bank’s offshore client base.

While his freelance financial training commitments grew, Paul had a spell with an international high-risk security company analysing the operations of quoted oil and mining corporates worldwide. In 2000, he moved into full time training specialising in Fund Management, Equity Markets, Private Banking & Hedge Funds. Since then, his client base has grown and diversified that includes renowned companies from across Asia, Middle East & West Africa. He is also an Adjunct Teaching Fellow with the UCL School of Management, delivering a one term Masters level Investment Management module.

A Sneak Peak Into Paul Meadows's Investment Series

Testimonials

"Paul has delivered Financial Markets and Hedge Fund training for us over the past couple of years and is clearly very knowledgeable in this field, receiving consistently strong feedback from participants and the course remains one of our most popular and is regularly oversubscribed. Given the challenges this year, Paul has successfully transitioned his content to virtual delivery, introducing interactive elements to ensure participants remain engaged, as well as relating the content specifically to our products so participants not only walk away with a better understanding of the industry they work in, but also our firm’s strategies.
Talent Team, International Hedge Fund based in London

"I have the highest regard for Paul's skills as a financial trainer. He always gets exceptionally good feedback and I would not hesitate to book him again.
Francesca Taylor, Taylor Associates

"With the delivery of successful courses spanning various subjects, all backed by positive client feedback, Paul has demonstrated his unquestionable Financial Markets expertise on many occasions. The company has undoubtedly benefitted from Paul's ability to reliably design and conduct courses of the highest quality.
Sheridan Mangal, SFM Capital Markets

I met Paul at the London Stock Exchange where he successfully delivered training to a large group of UCL MSc Finance students. The experience was so positive that new students have consistently asked to attend his training year after year. As Programme Director for the MSc Finance at UCL, I have invited Paul to join the teaching team and create a new course called Wealth Management and Private Banking. He has successfully created the course learning outcomes and content for face-to-face and virtual delivery mastering the skills required to engage with a diverse body of students online. His industry experience and excellent oratory skills are highly valued by students who have consistently valued Paul teaching very highly.
Senior Teaching Fellow and MSc Finance Programme Director UCL School of Management

"We have been working with Paul for nearly 10 years now. The delegates have always enjoyed his knowledge and training style."
Francine Laugier, Axa Investment Managers

Past Clients

  • Depository Trust and Clearing Corporation (DTCC)
  • Kuwait Investment Authority
  • Bank of China
  • Man Investments
  • Sberbank CIB
  • Huarong Securities
  • People's Insurance Company of China (PICC)
  • Fidelity Investments
  • Citigroup
  • Axa Investment Managers
  • Barclays Global Investors
  • Brevan Howard
  • Hoare & Co
  • Renaissance Capital
  • Nigerian Stock Exchange

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.

Secure Online Platform 
Cisco Webex is the online training platform of choice for our VILT courses. Cisco Webex respects your data privacy, is highly secure by default, and has governance and transparency

Course Outline

The management of expectations is almost as important as the management of Client funds. What matters is defining ‘Performance’. Understanding the full universe of Investable opportunities is what matters, and appreciating the importance of the Correlations between them to minimize risk and meet Client objectives. Risk management involves defining what level of risk is deemed acceptable, and then striving to target those appropriate levels. However, risk cannot be managed easily unless it can be measured. There is no silver bullet out there for this task, but a range of tools to be employed where appropriate.

You will learn:

  • Risk cannot be managed unless it can be measured
  • There will always be room for education when managing the Client relationship
  • Markets are far from 'Normal'
  • Observing Investment options from a purely risk perspective is not intuitive

Part 1

  • The management of expectations – a risk in itself
  • Financial Planning and asking the right questions
  • Changing Asset allocation strategies in today’s Markets
  • Diversification vs Correlation
  • Client profiles and model portfolios: Benchmarking
  • The Risk Parity approach to Asset Allocation
  • Using Machine Learning in the Investment process: The world of Big Data & AI
  • Case Study: Putting together a Portfolio for a HNWI in practice

Part 2

  • The first challenge – Determining a Client’s tolerance to bear risk
  • Measuring Investable risk
  • Volatility – Statistical probability and the dispersion of returns
  • Do we live in a ‘normal’ world?
  • Case Study: Volatility in practice across the Mutual Fund Universe
  • Fat Tails in Finance & Black Swans explained
  • A look at Wall Street’s ‘Fear Gauge’ – The Vix Index
  • Portfolio Optimisation in Excel
  • A tool from the Sell Side of the Market: Value at Risk – will it work?
  • A tool from the Buy Side of the Market: Sharpe Ratios – Risk adjusted performance measurement
  • Activity: Wrap-up Crossword Quiz

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


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

Venue

Venue:
Virtual Instructor-Led Training (VILT)