Page 13 - MONECO Financial Training Catalogue

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
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12 –13 15 • The Role of the Independent Consultant
Derivative Strategies Lunch break Summary and Conclusions of the
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• 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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