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Training Courses

Active Portfolio Management & Asset Allocation

Course Code
FA61
Category
Finance And Accounting
Course ID
2552
Course Outline

Course Overview

This DIXONTECH course equips finance professionals and investment managers with advanced tools and strategies for active portfolio management and asset allocation. Participants will explore dynamic investment techniques, portfolio optimization, and risk-adjusted performance evaluation. The course integrates global best practices, quantitative models, and real-world scenarios to strengthen decision-making in asset allocation, diversification, and portfolio rebalancing.

TRAINING TOPICS

  • Principles of portfolio management and diversification
  • Asset allocation models and optimization techniques
  • Risk and return analysis frameworks
  • Active vs. passive portfolio strategies
  • Portfolio rebalancing and performance evaluation
  • Behavioral finance and investment decision-making

BY THE END OF THIS TRAINING COURSE, DELEGATES WILL BE ABLE TO:

Apply advanced strategies to manage and optimize investment portfolios.

  • Design effective portfolio allocation strategies
  • Apply quantitative tools for portfolio optimization
  • Evaluate portfolio risk using key measures
  • Rebalance portfolios for optimal performance
  • Differentiate between active and passive approaches
  • Integrate behavioral insights into investment strategy
  • Enhance long-term returns through disciplined management

TRAINING IS TAILORED TO

Professionals involved in investment management and financial strategy.

  • Portfolio and Fund Managers
  • Financial Analysts and Investment Advisors
  • Wealth and Asset Management Professionals
  • Risk and Compliance Officers
  • Treasury and Financial Planning Executives
  • Institutional Investors and Consultants
  • Private Equity and Hedge Fund Analysts

TRAINING METHODOLOGY

DIXONTECH employs a hands-on, data-driven approach combining theory with real-time market simulations. Participants analyze portfolios using advanced metrics, optimize allocations through case studies, and engage in discussions on behavioral and strategic investment models for superior performance outcomes.

DAY 1

FUNDAMENTALS OF PORTFOLIO MANAGEMENT

  • Objectives and principles of portfolio management
  • Modern Portfolio Theory and its evolution
  • Risk-return trade-off and efficient frontier
  • Role of diversification in reducing volatility
  • Strategic vs. tactical asset allocation
  • Understanding capital market expectations
  • Case example: portfolio construction fundamentals

DAY 2

ASSET ALLOCATION MODELS AND TECHNIQUES

  • Strategic, tactical, and dynamic asset allocation
  • Mean-variance optimization in portfolio design
  • Core-satellite and factor-based allocation models
  • Multi-asset portfolio composition strategies
  • Impact of macroeconomic factors on allocation
  • Quantitative tools for portfolio construction
  • Workshop: building optimized portfolios

DAY 3

ACTIVE PORTFOLIO MANAGEMENT AND MARKET STRATEGIES

  • Difference between active and passive management
  • Security selection and alpha generation
  • Market timing and tactical positioning
  • Portfolio benchmarking and tracking error analysis
  • Active risk and information ratio concepts
  • Factor investing and smart beta strategies
  • Simulation: designing an active investment strategy

DAY 4

RISK MANAGEMENT AND PERFORMANCE EVALUATION

  • Key measures: VaR, beta, Sharpe, Treynor ratios
  • Stress testing and scenario analysis in portfolios
  • Attribution analysis and performance decomposition
  • Rebalancing strategies for risk control
  • Monitoring portfolio drift and turnover cost
  • Using technology and analytics for risk monitoring
  • Case study: performance attribution in real portfolios

DAY 5

BEHAVIORAL FINANCE AND FUTURE TRENDS IN ASSET ALLOCATION

  • Cognitive biases in investment decision-making
  • Investor behavior and market inefficiencies
  • ESG integration and sustainable investing trends
  • AI and algorithmic trading in portfolio management
  • Global diversification and currency management
  • Adapting portfolios for economic cycles
  • Final simulation: strategic portfolio rebalancing exercise

 

Course Schedule

Discounts and Registration

Group & Corporate Discounts:
Available for companies enrolling multiple participants to help maximize ROI.
Individual Discounts:
Offered to self-sponsored participants who pay in full and upfront.
Registration Process:
Corporate nominations must go through the client’s HR or Training department.
Self-nominations must be prepaid via the “payment by self” option.
Confirmation:
All registrations are subject to DIXONTECH’s approval and seat availability.
Refunds:
Provided in case of course cancellation or no seat availability.
Tax Responsibility:
Clients are responsible for any local taxes in their country.