Banques et Finance

Portfolio Advisory and Supervision in a Family Office

  • The use of credit and leverage in portfolio management and asset allocation
  • Considering Alpha Beta in portfolio construction
  • Review of the whole investment processes and steps to build a portfolio
  • Tactical versus strategic asset allocation
  • Securities selections and investment styles
  • Monitoring, servicing and communication performance
  • Performance measures
  • Understanding client’s needs & risk appetite
  • Steps to consolidate assets in different bank
  • The latest trends in allocation and influence on results
& Examen

Pas de date disponible

16 heures
800,00 EUR