Asset and Portfolio Management Principles

Become an expert in the key principles of Asset Management and portfolio construction.

A cosmic imager of a galaxy with billions of stars and vast clouds of gas and dust

A one-day asset management course

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Download: Course Outline

Asset Management Principles and Market Dynamics

Introduction to Asset Management

Objective of Asset Management (AM) / Portfolio Management (PM):
- Wealth preservation and growth
- Diversification
- Liquidity management
Asset management training courses explore the risk/reward Paradigm in investment strategies:
- Balancing act: understanding the trade-off between risk and potential returns
- Understanding the key factors:
  - Risk tolerance
  - Risk capacity
  - Time horizon and objectives
  - Knowledge and experience

Investment Considerations

Significance of investment horizon and risk profile:
- Long-term vs short-term goals: aligning investment strategies with time horizons
Analysing market analogues - case studies of successes and failures:
- Successes
  - Bridgewater Associates
  - Renaissance Technologies
- Failures
  - Long-term capital management
  - Global financial crisis (various, incl. Bear Stearns Hedge Funds)
  - Melvin Capital

Asset Management Industry Overview

The types of buy-side firms:
- Asset Managers
- Hedge Funds
- Private Equity
- Insurance Companies
- Pension Funds
- Endowments
- Foundations
- Sovereign Wealth Funds
Investment strategies and approaches:
- Fundamental Discretionary: active/passive, long/short, event-driven, arbitrage, macro, multi-strategy, activist, short specialists
- Quantitative Strategies: High-Frequency Trading, Proprietary Strategies, Factor Investing, Momentum, Mean Reversion
- Alternatives: real estate, commodities, cryptocurrencies

Fund Structure and Investment Vehicles

Fee structures in asset management

Strategy Evaluation and Performance Measurement

Analysing Annualised Returns and Risk-Adjusted Performance Metrics
Sharpe Ratio, Sortino Ratio, Information Ratio
Maximum Drawdown, Beta vs. Enhanced Beta vs. Alpha
Case Study: Evaluating an investment strategy’s performance [Interactive Exercise]

Portfolio Management: Deep Dive

Revisiting the Risk-Reward Paradigm as an Optimiser

Portfolio management training courses explore the Modern Portfolio Theory (MPT):
- Risk and return relationship in focus
- Diversification
- Efficient frontier
- Asset allocation
- Correlation between assets
- Market efficiency

Tools to Achieve Investment Objectives

Concentrators:
- High risk-reward opportunities
Diversifiers:
- The pursuit of uncorrelated returns
Factors:
- Use of size, value and momentum in portfolio construction

Sources of Investment Alpha

What is “edge” and can it be quantified?
- Assessing skill/information advantage/system efficiency
Comparison of Sector Generalists vs. Specialists

Investment Analysis Frameworks

Fundamental Analysis: key components and techniques:
- Financial statements and the narratives' numbers tell
- Industry trends in focus
- Strength of investment management teams
Technical Analysis: charting and financial market trends:
- Pattern recognition applied to human behaviours
- Being on the right side of key trends
- Assessing market sentiment
ESG considerations in portfolio management:
- Approaches to qualify compliant investments
- Correlating ESG ratings to financial and non-financial performance
The role of hedges:
- Active portfolio management
- Passive management
- “Market neutral” and Leverage
Understanding Fund Leverage: implications and strategies

Features and Facets of Investments

Using options in the context of the “Greeks”:
- Understanding Delta: Measuring the sensitivity of price to changes in the underlying security’s price
- Utilising Theta: Evaluating the time decay of an option's value as it nears expiration
- Analysing Gamma: Assessing the rate of change in Delta for a more accurate prediction of price movements

Portfolio Construction: Putting it All Together

This investment and portfolio management course concludes with a Case Study: Evaluating an Investment (Portfolio & individual security) [Interactive Exercise]

An accomplished professional with a track record of exceptional performance in various sell-side and buy-side roles delivers Redcliffe's Asset and Portfolio Management training courses.

He began his career at Citigroup's Industrials team in London. This position helped him gain extensive experience in M&A and capital markets activities. Throughout his time there, he contributed to many pitches and transactions. He specialised in diversified industrial sectors such as automotive, aerospace & defence, metals & mining.

Driven by his passion for US biotech investments, he joined Rothschild & Co. in a senior position, where he provides strategic financial advice to clients in the healthcare industry. His deep understanding of the sector helped navigate complex challenges and identify lucrative opportunities.

Broadening his investing experience, he joined Redline Capital Partners. His focus was on active portfolio management and investment analysis with an emphasis on long/short public equities.

In 2019, he established Third Wave Capital. A proprietary trading firm focused on US healthcare and technology investments. He has also engaged in Indian public equities and commodities for more than a decade, working with his family’s investment initiatives.

With his wealth of experience and deep industry passion, he is highly regarded for his analytical skills, strategic thinking, and commitment to delivering exceptional results. Besides conducting Redcliffe’s asset management training courses, he offers training and consulting services to academic institutions and financial organisations, receiving acclaim for his ability to provide valuable insights to delegates with diverse levels of experience.

He holds a degree in Bachelor of Science (Hons) in Accounting & Finance from the University of Warwick.

Asset management training courses at Redcliffe help you understand key asset management principles. This includes investment strategy formulation, risk/reward balance, and various investment considerations.
You will analyse real-world case studies from the asset management industry. This aids in understanding different investment approaches and market impacts.
Gain insights into active portfolio management theories, tools, and techniques, including:
- Modern Portfolio Theory
- Investment Analysis Frameworks
Learn the role and strategies of hedges in portfolio management and the implications of fund leverage.
Develop skills in options trading using "Greeks".
Understand the dynamics of portfolio construction.
Delegates take part in interactive exercises to test investment strategies and portfolios.

We deliver this asset management course online with an emphasis on interactivity.
The delivery of this session is flexible and can be tailored to meet your specific needs.
Piece together key building blocks for asset management to enhance your ability to make informed investment decisions and manage portfolios.
Understand the key elements of portfolio management and the process of constructing a balanced, optimised portfolio to meet investment goals.
Identify key objectives and sources of an “edge” for investors.
Test a range of investment securities and assess utility to meet key investment objectives.
Practical examples of portfolio construction are a fundamental part of our asset and portfolio management courses, providing hands-on investment insights.

This asset management course is a must-know for:

Financial Professionals aiming to deepen their expertise in asset management
Investment bankers
Analysts
Portfolio Managers
Asset Management Executives
Senior leaders in asset management
Hedge funds
Private equity professionals seeking strategic and market insights
Investment Advisors: consultants advising on investment strategies and active portfolio management.
Corporate Finance Executives
CFOs and finance directors interested in advanced investment strategies and market effects
Graduate Students and Academics: those in finance or economics fields looking to enhance their practical and theoretical understanding through this asset management fundamentals course

Redcliffe Training's course curriculum provides an in-depth exploration of asset management practices. It addresses foundational and advanced strategies suitable for early-stage ventures and mature investment portfolios.

You will engage with a wealth of practical examples that highlight the nuanced techniques and challenges of asset management. Delegates will use Excel to apply portfolio construction and security valuation techniques while exploring key concepts like:

Modern Portfolio Theory
Risk-return relationships
Diversification
The Efficient Frontier

Asset and Portfolio Management courses at Redcliffe also cover asset allocation, asset correlations, and market efficiency. We equip delegates with the skills to manage well-diversified portfolios.

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