Portfolio Management and ALM aims to educate Asset, Treasury, Portfolio, and Investment Managers on how to optimize Portfolio Management strategies to bring about good returns for the firm. Assets and Liabilities Management (ALM) is a financial strategy used by banks and other financial institutions to effectively manage their assets (loans, investments, etc.) and liabilities (deposits, borrowings, etc.). The primary goal of ALM is to ensure that the institution’s assets and liabilities are properly matched in terms of maturities, interest rates, and other risk factors. This helps to mitigate risks arising from changes in interest rates, liquidity, and market conditions. ALM and Portfolio Management involves analysing, planning, and executing strategies to optimize the balance between the institution’s revenue generation and risk management.
Course Description: This course explores the concept of ALM and Portfolio Management and its application in the fund management context, focusing on how to grow portfolio sizes, efficiently manage liabilities, and liquidity. Students will learn how to develop and implement viable fund management strategies for organisations, Balancing Asset and liabilities to manage risk and optimize liabilities.
A course on Portfolio Management and ALM Practices would benefit Asset Managers, Fund Managers, Investment Management Professionals, and Portfolio Managers.
Participants who attend a course on Portfolio Management and ALM can benefit in numerous ways, as it equips them with valuable knowledge, skills, and perspectives that can be applied across various Investment and Portfolio Management paths and industries. Here are some of the key benefits that attendees can expect:
Quizzes and assignments assessing understanding of financial concepts.
Case studies and group projects applying financial principles to real-world scenarios.
Final exam or assessment evaluating overall comprehension and practical application.
