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FINANCIAL MARKET COURSES

Tactical Asset Allocation

Tactical asset allocation is an active portfolio management strategy that involves diverging from a portfolio's strategic asset allocation (long-term asset mix) to exploit short-term opportunities for making above-average returns and/or taking on lower downside risk on certain asset classes. The success of any approach to tactical asset allocation depends on the ability of the investor/portfolio manager to predict short-term market movements.

 

This course outlines the basics of tactical asset allocation, how TAA strategies are employed, and how they can add alpha to a portfolio.

  • OBJECTIVES

    On completion of this course, you will be able to:

    Describe the concept of tactical asset allocation and how it can be used to exploit short-term investment opportunities

  • COURSE OUTLINE

    Topic 1: Overview of Tactical Asset Allocation

    The TAA Approach and its Key Assumptions

    The History of TAA

    TAA vs. Security Selection Strategies

    TAA and Market Timing

    TAA and Correlation

    TAA and Alpha

    TAA Signals and Models

    Quantitative Criteria for Measuring the Success of a TAA Strategy

    Evaluating a TAA Strategy

  • PREREQUISITE KNOWLEDGE

  • ESTIMATED COMPLETED TIME

    50 Minutes

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