Strategic Asset Allocation and Portfolio Management

Eureka Financial
Course summary
13 hours
1,700 - 1,795 GBP excl. VAT
Part time
London, Middle East, Nationwide, Online courses
Professional Training

Course description

Due to the current travel restrictions we offer this unique opportunity to complete this course remotely over 3 x 4.5 hour live online sessions on 15, 16, 17 Jun - all sessions will start at 10 a.m. UK time.

This is a unique opportunity to attend this course virtually at a very attractive price comparing with our editions in London. Register Early for Special Offer. 

There is no VAT charge if you are based outside of EU. 


This 2 day course will review developments and best practices within the investment management industry focusing on asset allocation and portfolio construction. Conducted by a trainer with many years of practical experience from the sector the workshop is designed to be interactive drawing on the knowledge and experiences of the trainer and participants.

You will have a chance to explore best practices across the industry using current industry research, reports, analysis and case studies. You will be also encouraged to apply the best practices from your own market and business.

The program is designed for delegates with a knowledge of the fundamentals of modern portfolio theory, asset allocation theory, equity analysis and portfolio construction techniques.

You may be also interested in our: Investment Performance Measurement, Risk and Attribution or Fund Management Masterclass.

Suitability - Who should attend?

  • Private Bankers and Wealth Managers
  • Family Office Executives 
  • High Net Worth Investors and their advisors
  • Investment Managers, Strategists & Analysts
  • Risk managers 
  • Trustees
  • Accountants / Lawyers
  • Pension Fund Professionals
  • Regulatory bodies and Policy makers

Outcome / Qualification etc.

Course certificate on completion. 

Main topics

  • The nature of the Investment Management market
  • Market tends and product evolution 
  • The theoretical tools and concepts
  • Risk / return relationship
  • Diversification and correlation
  • Constructing the framework
  • Rebalancing and reallocation
  • The process of asset allocation and portfolio construction in practice
  • The search for 'alpha' and the importance of information ratios
  • Performance Measurement and atribution
  • The importance of Behavioural Finance
  • Asset class characteristics 



Price £1795 + VAT.

There's no VAT charge if you are based outside of the EU. 

5% discount for 2 and 10% for 3 people.

About provider

Eureka Financial - Expert in Banking and Finance, Regulatory, Risk and Wealth Management Training.

Eureka Financial is a provider of banking, finance, regulatory, risk and wealth management training courses. We also offer some business management and soft skills training programmes. Based in London, UK, we organise public courses in London as well as tailored in-house...

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Eureka Financial

22 A St Jame's Square
SW1Y 4JH London

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