| Setting The Scene |
| ▪ | New economic role of financial markets
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| ▪ | New global structure of financial markets
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| ▪ | Trends in the asset management industry |
| Asset Management Stakeholders Under MiFID |
| ▪ | Markets and counterparties
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| ▪ | Custodians and fund administrators
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| ▪ | Distributors: banks, life insurance companies and financial advisors |
| Investment Policy and Asset Allocation |
| ▪ | Asset classes, style and risk premiums
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| ▪ | Core-satellite: betas, alternative betas and alphas
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| ▪ | Optimal portfolio construction |
| Indexed Management |
| ▪ | New indices
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| ▪ | New vehicles: ETF, certificates
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| ▪ | Enhanced indexing techniques |
| Equity Analysis |
| ▪ | Financial statement analysis under IFRS
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| ▪ | Impact of XBRL
|
| ▪ | A new role for sell side analysts? |
| Equity Investment Management |
| ▪ | Value, growth, blend
|
| ▪ | Small caps
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| ▪ | International investments |
| Fixed Income Analysis |
| ▪ | Yield curve analysis
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| ▪ | Credit analysis
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| ▪ | Liquidity |
| Fixed Income Management |
| ▪ | Money market end enhanced money market
|
| ▪ | Dedicated portfolios and ALM
|
| ▪ | Core and core+ bond portfolios |
| Alternative Asset Classes Moving Mainstream |
| ▪ | Hedge funds
|
| ▪ | Real estate
|
| ▪ | Structured products
|
| ▪ | Private equity |
| Business Development |
| ▪ | Consultants and the RFP process: the 7 Ps
|
| ▪ | Investment solutions for pensions, insurance, endowments, …
|
| ▪ | Management of the fund offering |
| Strategic Issues for the Asset Management Industry |
| ▪ | Quality offering: controlling & developing the process
|
| ▪ | Brand awareness: managing the brandname(s)
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| ▪ | Outsourcing and scaling: when and where does size matter?
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| ▪ | The last two days of the seminar are dedicated to the analysis and discussion of case studies from the Harvard Business School
|
| ▪ | Pension fund investment policy and liability driven investments
|
| |
| . | General Motors pension fund
|
|
| ▪ | Hedge fund investing and the capacity challenge
|
| |
| |
| ▪ | Managing the asset management company
|
| . | Behavioural finance at JP Morgan
|
|
| . | Dimensional Fund Advisors |
|
