Portfolio Concepts and Management

Day Four

Asset Allocation and Impacts of Risk on Return
What is the best way to implement your plan’s investment strategy? In “Asset Allocation and the Impacts of Risk on Return,” we will discuss the trends of pension management, typical investment policies, overall asset allocation and allocation within asset class, and rebalancing vs. reinforcing asset allocation.

Case Study Discussion
Our final session of the program will cover the issues within the case study and discuss the various answers received by the small groups. Attendance at this session is required to earn a certificate.