The half-life of financial knowledge requires investment professionals to continuously work on advancing their technical and adaptive skills to stay competitive in an ambiguous market environment. Defining concrete empowerment goals offers direction for individual learning paths.
The question remains: how do I configure my learning path to make it resiliently fit into my
Financial services have widely adopted artificial intelligence in the hope to make better investment predictions leading to consistent returns. However, if not supported by rigorous conceptual and methodological criteria, these methods can be more than misleading.
Best principles in the AI world are introduced and some of the most used methodologies in machine learning are
Investment committees are well established decision making bodies. They are expected to enrich the competencies of their participants in order to take the most informed investment decisions. Instead, they often get exposed to group biases, conflicts and formalities, leading to suboptimal investment decisions.
Learn how to configure an investment committee to achieve most
In 2021, sustainable investing is a hotter than ever topic and it’s clear that finance professionals can no longer allow themselves to ignore SDG issues in their investment analysis and decisions. Simply put, being SDG-compliant offers an opportunity for investment decision makers to strengthen their comparative advantage through innovative specialization. In order to
Green Bonds enable capital-raising and investment for new and existing projects with environmental benefits. A simple ‘like for like’ concept, providing more visibility than non-Green bonds. Learn how a Green Bond is structured, how to perform Due Diligence and how to Improve Impact Investing outcomes.
- Green Bonds are structured to adhere
Diversity matters. Cognitive diversity matters even more for decision making.
Measuring cognitive diversity accurately, acts as a prerequisite for yielding its positive effects. This training sprint identifies relevant measures of cognitive diversity in investment management teams and how to interpret them.
- What is cognitive diversity?
- Why is
Advanced portfolio analytics are essential for informed investment decision making and delivering reliable performance. Focusing on top down asset allocation portfolios the course covers:
Success is not random – only with optimized risk budgeting can investors achieve reliable success. Risk budgeting provides the framework on which single portfolio construction decisions can be built within daily work: How to allocate active risk strategically? For example: Duration? Spreads? FX? Equity vs. FI? Stock selection? The course covers:
At the end of the day, your success in the business is defined by your clients. Whatever expertise you might count on, cannot compensate for the lack of paying clients in assuring the sustainability of your business. A clients’ choice to work (or continue to work) with you or not is significantly influenced by simple behavioral rules. Knowing how to leverage them gives