ABA eLearning Courses - Private Banking

 

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Asset Allocation - An Introduction
- ABA eLearning

Price: $135 members; $180 non-members     ENROLL NOW
Duration:  60 minutes

Course Description: 
Asset allocation is the process of deciding how an investment portfolio should be distributed among different asset classes.  With the onset of computer technology, asset allocation has moved beyond the traditional view of diversification.  Sophisticated investors are able to process huge amounts of historical performance data that enables them to construct optimal portfolios.  This course looks at the importance of asset allocation and the role of diversification in creating market efficient portfolios.  The course also overviews the different types of assets in investment strategies that support modern portfolio management.

Audience:  Private Bankers and other relationship officers with responsibility for serving the high-net-worth clients who want to develop a deeper understanding of the nature and characteristics of private banking, opportunities to differentiate service levels, solutions that attract private banking clients, and the product mix required to sustain this profitable client segment.

Learning Objectives:  After completing this course, students will be able to:
  • Explain the importance of the asset allocation decision.
  • Understand the portfolio theory behind the process of asset allocation.
  • Outline the main approaches to asset allocation.

For further information, please call 212-297-1679 or elegg@nyba.com.

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