Multi-Asset Class Portfolio Management Training Course

Introduction

In today’s dynamic investment landscape, managing a diversified portfolio across multiple asset classes is critical to achieving long-term performance and mitigating risk. The Multi-Asset Class Portfolio Management Training Course equips professionals with practical tools, strategic frameworks, and risk management techniques to build and manage portfolios that include equities, fixed income, real estate, commodities, and alternative investments. Participants will explore how to optimize asset allocation and integrate macroeconomic views into portfolio construction.

This five-day course is designed to help portfolio managers, analysts, and institutional investors understand the complexities of managing diversified portfolios. With a strong focus on strategic and tactical asset allocation, risk budgeting, performance evaluation, and global market integration, the course blends theoretical insights with real-world applications, preparing participants to implement robust, resilient investment strategies in a rapidly evolving global economy.

Duration: 5 days

Target Audience:

  • Portfolio managers and investment analysts
  • Asset allocation and strategy teams
  • Wealth and fund managers
  • Institutional investors and pension fund managers
  • Financial advisors and consultants

Course Objectives:

  • Understand the structure and behavior of various asset classes
  • Learn techniques for effective multi-asset portfolio construction
  • Implement strategic and tactical asset allocation frameworks
  • Evaluate and manage portfolio risk across diverse assets
  • Apply scenario analysis and performance attribution in decision-making

Course Modules

Module 1: Introduction to Multi-Asset Portfolio Management

  • Overview of portfolio diversification principles
  • Importance of multi-asset investing in modern finance
  • Strategic vs. tactical asset allocation
  • Key challenges and opportunities in multi-asset strategies
  • Introduction to global asset class correlations

Module 2: Understanding Asset Classes

  • Characteristics and roles of equities and fixed income
  • Real estate and commodities in portfolio design
  • Infrastructure and private equity overview
  • Hedge funds and other alternative investments
  • Impact of macroeconomic variables on asset classes

Module 3: Strategic Asset Allocation (SAA)

  • Defining long-term investment objectives
  • Setting capital market assumptions
  • Modeling risk-return expectations
  • Optimization techniques for asset mix
  • Rebalancing and long-term discipline

Module 4: Tactical Asset Allocation (TAA)

  • Identifying short- to medium-term market opportunities
  • Economic indicators and timing signals
  • Scenario analysis for tactical shifts
  • Overlays and tactical tilts in practice
  • Integrating TAA into governance structures

Module 5: Portfolio Risk Management

  • Measuring and managing total portfolio risk
  • Risk budgeting and factor risk decomposition
  • Stress testing and scenario modeling
  • Role of volatility, beta, and correlation
  • Hedging strategies and derivative overlays

Module 6: Performance Measurement and Attribution

  • Time-weighted and money-weighted returns
  • Benchmarking multi-asset portfolios
  • Attribution analysis by asset class and strategy
  • Evaluating alpha and beta contributions
  • GIPS compliance and reporting standards

Module 7: Behavioral and ESG Considerations

  • Behavioral biases in portfolio decision-making
  • Integrating ESG and sustainability into asset selection
  • Impact of regulatory shifts and investor preferences
  • Ethical investing and fiduciary responsibilities
  • Aligning ESG goals with performance objectives

Module 8: Implementation and Monitoring

  • Portfolio construction tools and software
  • Trade execution and operational considerations
  • Monitoring and reporting performance
  • Adjusting strategies in changing environments
  • Best practices for investment governance and oversight

CERTIFICATION

  • Upon successful completion of this training, participants will be issued with Macskills Training and Development Institute Certificate

TRAINING VENUE

  • Training will be held at Macskills Training Centre. We also tailor make the training upon request at different locations across the world.

AIRPORT PICK UP AND ACCOMMODATION

  • Airport pick up and accommodation is arranged upon request

TERMS OF PAYMENT

Payment should be made to Macskills Development Institute bank account before the start of the training and receipts sent to info@macskillsdevelopment.com

 

Multi-asset Class Portfolio Management Training Course in United Arab Emirates
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