Asset Allocation and Portfolio Management

ABA SELF-PACED ONLINE TRAINING

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.

Objectives:

  • Describe the portfolio management process and typical customer profiles
  • Describe asset allocation concepts and strategies
  • Describe diversification concepts and strategies

Audience:  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.

ABA Certifications: 1.0 CRSP, CSOP, CTFA


Related Training: Wealth Management and Trust Online Training

The New York Bankers Association is a Local ABA Training Provider.

Questions:
NYBA Professional Development at (212) 297-1679 or education@nyba.com.
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Member $175
Non-Member $225


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