Asset Allocation and Portfolio Management
Describes the purpose of the customer profile information collected for investment policies, and how model portfolios are matched to customer profiles. Shows how to distinguish between positive and negative correlation in portfolio diversification. Describes investment styles and strategies that can be applied to equity portfolios and diversify fixed-income portfolios.
After completing this course, students will be able to:
- Describe the portfolio management process and typical customer profiles
- Describe asset allocation concepts and strategies
- Describe diversification concepts and strategies
Trust officers with at least three years of personal trust experience who need a deeper understanding of technical trust concepts and how solutions work when applied to client needs.
ICB Certifications: 1.0 CRSP, CSOP, CTFA
ABA Certificates: This course applies to the ABA Certificate in Trust: Advanced.