Portfolio Management

Whether the client is managed under an advisory or discretionary mandate, both the advisory and the management process must meet sound structuring requirements.

The introduction of MIFID II or the future LSFin, the certification of SAQ investment advisors, the disappearance of banking secrecy, the low level of interest rates or the development of competitive digital solutions (robot advisors, social trading, etc.) are all factors that reinforce the need to be able to propose solid investment strategies that include risk analysis, implementation, monitoring and control.

This training reviews key aspects of asset management such as macroeconomic analysis, strategy implementation, portfolio construction and risk management.