Course overview
This course focuses on the wealth management industry in the Asia Pacific region. It outlines a range of investor needs and the asset classes commonly used to meet them. It introduces key concepts related to diversification, risk management, and portfolio performance measurement. The roles of strategic and tactical asset allocation are also discussed and illustrated through practical exercises.
Course learning outcomes
- Understand how traditional and alternative asset classes behave and the roles they play in investors' portfolios.
- Review the importance of asset allocation and explain how it links to the investment strategies used by both firms and individual investors.
- Identify the key requirements for constructing a portfolio and review mutual fund performance reports to provide a recommendation on suitable fund options.
- Identify the key trends that are shaping the wealth management industry, private banking and the needs and behaviours of clients.
- Compare the structures, operations, solutions and strategies of private banks in the Asia Pacific region.
Degree list
The following degrees include this course