Tactical Asset Allocation and Investment Solutions – Course in Copenhagen

This course will give you a thorough introduction to tactical asset allocation and investment solutions. You will get tools to optimise a portfolio based on tactical bets and choosing the appropriate investment solutions. The course is relevant for employees in the asset management industry working with or supporting the portfolio management process and for investment advisors more generally.


Course description

– Tactical Asset Allocation
– The TVF-approach
– The high 5/6 approach
– Four-phase macro-model
– Other Approaches
– Product Selection and Investment Solutions
– Active vs. passive investments
– Manager selection
– Sustainability and ESG

The course is relevant to

- Portfolio Managers
- Private Bankers
- Traders
- Dealers
- Investment advisors
- Investment controllers
- Investors
- Private bankers

Course Prerequisites

The course requires a general knowledge of the investment management process.


Frank Hvid Petersen


Date 28 Nov 2019 - 28 Nov 2019
Course days 1
Location Financial Training Partner, Copenhagen
Language English
Level Intermediate
Price DKK 7.000 ex VAT (approx. EUR 935 ex VAT). The price covers course material, lunch and refreshments.