FINANCIAL MARKET COURSES
Japanese Equity Market
Receivable Finance (New)
Lending - An Introduction
The Lending Cycle
Commodities - An Introduction (Revised)
Commodities - Trading (New)
Commodities - Livestock (New)
Commodities - Softs (New)
Primer – MiFID II/MiFIR (New)
Understanding Private Wealth Management Business
Private Wealth Management Products & Services
Primer – Smart Beta (New)
Available on iPad and Android tablets as well as desktop
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.
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
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
Strategic Asset Allocation - View Now
ESTIMATED COMPLETED TIME
Deriving an Optimal Portfolio
This course explains how investors construct portfolios to achieve an optimal trade-off between risk and return. According to modern portfolio theory (MPT), rational investors are only interested in those portfolios which provide the highest expected return for a given level of risk (or which provide the lowest level of risk for a given expected return).
Intuition engages with over 30 accreditation bodies to ensure Know-How can be used for CPE credits. If your organization needs CPE from a body not listed below, contact us and we will endeavour to have them included.
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