Asset Allocation and Portfolio Management

Course Number: ABA

Course Code: ABA

Describes the purpose of the customer profile information collected for investment policies, and how model portfolios are matched to customer profiles. Shows how to distinguish between positive and negative correlation in portfolio diversification. Describes investment styles and strategies that can be applied to equity portfolios and diversify fixed-income portfolios.

What You’ll Learn

After completing this course, students will be able to:

Describe the portfolio management process and typical customer profiles
Describe asset allocation concepts and strategies
Describe diversification concepts and strategies

Audience: Trust officers with at least three years of personal trust experience who need a deeper understanding of technical trust concepts and how solutions work when applied to client needs.

Prerequisites: None