Portfolio Management and ALM aim to educate Asset, Treasury, Portfolio, and Investment Managers on how to optimize Portfolio Management strategies to bring about good returns for the firm. Assets and Liabilities Management (ALM) is a financial strategy used by banks and other financial institutions to effectively manage their assets (loans, investments, etc.) and liabilities (deposits, borrowings, etc.). The primary goal of ALM is to ensure that the institution’s assets and liabilities are properly matched in terms of maturities, interest rates, and other risk factors. This helps to mitigate risks arising from changes in interest rates, liquidity, and market conditions.
ALM and Portfolio Management involves analyzing, planning, and executing strategies to optimize the balance between the institution’s revenue generation and risk management.
This course focuses on effective portfolio management techniques and balancing assets and liabilities to maximize financial performance. Participants will learn to manage investment risks, optimize returns, and ensure institutional financial stability through expert-led discussions and practical simulations.
A course on Portfolio Management and ALM Practices would benefit Asset Managers, Fund Managers, Investment Management Professionals, and Portfolio Managers.
Participants who attend a course on Portfolio Management and ALM can benefit in numerous ways, as it equips them with valuable knowledge, skills, and perspectives that can be applied across various Investment and Portfolio Management paths and industries. Here are some of the key benefits that attendees can expect:
