Introduction

In this comprehensive program, you get a step-by-step approach to asset management best practices, explore asset management optimization, delve into asset allocation strategies, and discuss the various asset sub-sectors and product offerings in the market.

Keywords

Asset management, asset allocation, best practices, optimization, volatility reduction, market offerings

What You Learn

1

Defining investment goals, including long-term growth, income, or capital preservation.

2

Modern portfolio theory and risk-adjusted return measures for optimizing asset allocation.

3

Understand risk-return tradeoff, time horizon, rebalancing, and tax efficiency.

4

Risk assessment to determine the right mix of assets for the institutional portfolio.

5

Diversification across different asset classes, such as stocks, bonds, real estate, and alternative investments.

6

Best practices, methodologies, and tools for asset management optimization, including data analytics, cost & risk management.

What You Get

Videos

Videos

Articles

Articles

Digital Badges

Digital Badges

Quizzes

Quizzes

Handouts

Handouts

One-to-one mentorship

One-to-one mentorship

This Is For You If

You are a fund manager or play a similar role in a financial institution, making informed decisions regarding investments.

How You Benefit

Evaluate the institutional risk tolerance.

Review the portfolio's performance and adjust it as needed to stay aligned with the stated goals.

Utilize data analytics for historical performance, market trends, and economic indicators.

Deploy tools like the Sharpe ratio and the Capital Market Line to reduce volatility and maximize returns.

Ensure that your portfolio does not become too skewed toward one asset class.

Boost after-tax returns.

What You Shouldn’t Miss

Alternative Investments

Alternative Investments

4.8
Alongside to stocks and bonds, alternative investments hedge portfolios and mitigate risks.
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Financial Markets Business Acumen (FMBA)

Financial Markets Business Acumen (FMBA)

5
This program will train the participants on the fundamentals for navigating the swiftly changing world of global financial markets.
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Fundamentals of Investment Banking (IB) and Operations

Fundamentals of Investment Banking (IB) and Operations

5
This program will give you the fundamentals for navigating the swiftly changing world of global financial markets.
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Retirement Management Business Acumen (RMBA)

Retirement Management Business Acumen (RMBA)

4.7
This program will help you understand wealth management applicable to clients’ retirement planning.
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The Silver Brook Advantage

End-to-End Program Management

Every program is managed end to end by the SB team through reminders, attendance, assignments, mentorships, and tests.

Going the Extra Mile

Each program is designed and delivered with a focus on maximizing learning outcomes and achieving the terminal objectives.

The Personal Touch

Our programs are tailor-made to our partner organizations and their individual learners.

Integration across Disciplines

Programs across Life Skills, Leadership, Business, and Technology for all industry sectors.

Why Learn from

Silver Brook

20,000

programs conducted in nearly 2 decades.

80%

of our clients are Fortune 500 companies.

92

out of 100 learners recommend our programs to others (NPS score).

483,000+

professionals have leveled up their skills and mindsets.

42%

of our programs are mandatory for some clients’ employees.

80%

of clients repeat our programs.

800

years of collective experience in planning and upskilling.

50+

Facilitators come from top management and leadership roles.

12

countries and growing…

Get it

Customized

Call us to talk to one of our learning advisors about your upskilling requirements or use the form below to send us a message.