Asset Allocation - Part 1

Asset Allocation - Part 1

Overview

Asset management is the management of portfolios of assets by professional firms serving institutional, high net worth (HNW), and retail clients. This tutorial provides an overview of the structure and activities of a typical asset management firm, including its clients, products, and services. We discuss the current state of the global asset management industry. Asset allocation is the process of dividing an investment portfolio among different categories of assets. This tutorial looks at the importance of asset allocation in meeting investor risk tolerance and return objectives. We discuss the key role played by portfolio diversification and different asset allocation approaches.

Objective

On completion of this tutorial, you will be able to:
- Identify the key client sectors of the asset management industry
- Interpret the concepts of asset allocation, as well as passive and active management
- List the main types of investment vehicle used in the asset management industry
- Recognise the current state of play in the asset management space and future industry trends
- List the different classes and subclasses of asset
- Recognise the importance of asset allocation in creating a well-diversified portfolio
- Identify the different approaches to asset allocation

Content

Module 1: Asset Management - An Introduction
Topic 1: Overview Of Asset Management
Topic 2: Investment Funds
Topic 3: Market Development

Module 2: Asset Allocation - An Introduction
Topic 1: Basics of Asset Allocation
Topic 2: Portfolio Diversification
Topic 3: Asset Allocation Strategies

Details

Code
TEBIP17000101
Venue
ePlatform
Language
English
Level
Introductory
Hours
SFC:2.0, PWMA:2.0
Fees
All Member: HK$520
Non-Member: HK$740
Staff of Corporate Member: HK$520