Page 13 - MONECO Financial Training Catalogue
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INVESTMENT MANAGEMENT – ASSET ALLOCATION, PORTFOLIO CONSTRUCTION AND INVESTMENT STRATEGIES




         •  Variety of Approaches: Long/Short   Fixed Income, FX, Commodities   •  Peer Group Analysis
          Gamma, Fundamental/Technical,     •  Using Futures to Implement      •  Sources of Returns: Stock Selection,
          Systematic/Discretionary           Directional TAA                    Asset Allocation, Market Timing
         •  Tactical Investment Strategies: Trend    •  Refining Implementation of TAA    •  Monitoring Investment Guidelines,
          following, Pattern Recognition,    through Options Strategies         Constraints and Limits
          Global Macro, CPPI                                                   •  Style Drift
                                             15
                                           12 –13 15                           •  The Role of the Independent Consultant
         Derivative Strategies              Lunch break                         Summary and Conclusions of the
                                             15
         •  Instruments: Listed Futures and   13 –17 00                       Course
          Options                           Monitoring and Benchmarking
         •  Asset Classes: Global Stock Indices,    •  Identifying Suitable Benchmarks



















            Lektor: Andreas Steiner
            Andreas Steiner is an independent consultant specializing in portfolio analytics
            and risk management. The services provided include training, advanced portfolio
            analytics software and mandate-based projects for banks, investment managers,
            institutional investors and software companies. Andreas has been teaching as a
            lecturer at the Zurich University of Applied Sciences in Switzerland, where he gave
            courses covering performance analysis, international  investing and Behavioral
            Finance. Andreas has published several articles in investment-related journals
            and is making available his research online in the form of research notes and blog
            entries.
            Andreas  has more than 15 years of working  experience in institutional  asset
            management and private banking. He held various performance and risk-related
            roles at Credit Suisse Asset Management and was head investment risk management at LGT Capital
            Management. Andreas holds a master’s degree magna cum laude in Economics from the University of
            Zurich with specializations in Monetary Economics and Financial Markets.











          Znalosti jsou cestou …




                                                Znalosti jsou cestou …










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