Points Endorsement : FPAM: 10 CE Points / SIDC: 10 CPE Points / FiMM: 8 CPD Points

Learning Outcome

1. Discuss the relation between economic activity and investor expectations
2. Explain the Black-Litterman approach and compare it with the Modern Portfolio Theory
3. Describe how client needs and preference regarding investment risks can be incorporated into asset allocation and demonstrate the use of excel worksheet to evaluate the robustness of an asset allocation.
4. Describe the process of equity portfolio management and apply portfolio management concepts and techniques to cater for different clients’ profiles.
5. Explaining the components of execution costs, including explicit and implicit cost.
6. Discuss a fiduciary’s responsibilities in monitoring an investment portfolio.
7. Discuss the monitoring of investor circumstances, market/ economic conditions, and portfolio holdings and explain the efforts that changes in each of these areas can have on the investor’s portfolio.
8. Describe the use of investment factors in constructing and analysing an asset allocation.
9. Discuss the benefits and costs of rebalancing a portfolio to the investor’s strategic asset allocation.
10. Recommend and justify an asset allocation based on the global market portfolio.

Time – 9.00am – 11.30am (Part 1) & 2.00pm – 5.00pm(Part 2)
[Participants need to sit in for both sessions in order to accumulate the points.]
Fees – RM 255.00 (Apply promo code Equity01 to get RM30 rebate! )

Please click on the link to register:

Equity Portfolio Management – An Application Approach

Shall you need any further information, please do not hesitate to

Send e-mail to events@fpam.org.my or call FPAM office +603 7954 9500