Asset Allocation and Portfolio Management

Describes the purpose of the customer profile information collected for investment policies, and how model portfolios are matched to customer profiles. Shows how to distinguish between positive and negative correlation in portfolio diversification. Describes investment styles and strategies that can be applied to equity portfolios and diversify fixed-income portfolios.

 
Re-versioned: February 2018
Updated: January 2017


What You'll Learn

After completing this course, students will be able to:
  • Describe the portfolio management process and typical customer profiles
  • Describe asset allocation concepts and strategies
  • Des​​​cribe diversification concepts and strategies​

​Audience​​​

Trust officers with at least three years of personal trust experience who need a deeper understanding of technical trust concepts and how solutions work when applied to client needs.

 

Course Credits

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​Questions? Please contact training@aba.com for more information.
 

 Purchase

 

Purchase for a Team
To license this course to your bank for multiple learners, please contact ABA Training.​​

 

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