Asset Allocation

  • Level: Beginner
  • Duration: 3.3 hours  
  •  Access: 1 Year
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In this course you will learn the key elements of asset allocation for investors and portfolio managers, including the difference between strategic asset allocation and tactical asset allocation.

  • This course is only suitable for desktop use.

Course Outline

Identify the key elements of asset allocation for investors and portfolio managers, including the difference between strategic asset allocation (SAA) and tactical asset allocation (TAA).

What You Will Learn

Topic 1: An Introduction 

Topic 2: Strategic Asset Allocation (SAA)

  • Overview of Strategic Asset Allocation (SAA)
  • Portfolio Balancing

Topic 3: Tactical Asset Allocation (TAA)

  • Overview of Tactical Asset Allocation (TAA)
  • Measuring & Evaluating TAA Strategies

Topic 4: Asset Allocation - Scenario

  • Scenario

Gain a professional asset allocation certificate

Gain Industry Knowledge and a Certification

 Test your knowledge throughout each tutorial with
regular review questions. 
  End each tutorial with a short, graded test designed to enhance knowledge retention.
  Gain a shareable professional certification.

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