Strategic Asset Allocation

Agenda Summary Asset Allocation Introduction: Managing Asset Class Selection and Risk Asset Allocation for Institutional Investors The Practice of Strategic Asset Allocation: Further Details on Asset Class Drivers, Investment Risk and Navigating the Markets The Process of Asset Allocation Modern Portfolio Theory and Portfolio Optimisation Tactical and Practical Asset Allocation Plans Today's Practical Challenges for some of the Asset Classes Capital Preservation Strategies Asset Allocation to Alternative Assets What Looks Interesting in 2016 for Clients Implementing the Group Decision Making Process for Asset Allocation Case Studies and Exercises Private banking asset allocations vs. pension fund allocation: some examples of primary differences Pitfalls in using a mean variance asset allocation optimiser to create a global asset allocation program for an investment organisation A review of endowment asset allocation success: The Yale and Harvard Endowment examples Creating an Asset Allocation Model for 2015 for your investment organisation