Advanced Asset Management

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Advanced Asset Management

Advanced Asset Management program is focusing on enhancing the service delivery through an improved application of Asset Management (AM) techniques and methodologies.

The global financial crisis left the world wondering what is next for the markets. Uncertainty means we have to rethink our investment strategies. How can we do things better? How do we balance risk and return in the post-crisis landscape?

To answer these questions, asset managers need to know about the latest trends. They need a razor-sharp understanding of market fundamentals and dynamics, and they must have a firm grasp of behavioral finance to select their portfolio strategies and steer their investments to succeed.

Developed for asset managers from long-only institutions and market-neutral organizations alike, the Advanced Asset Management programme has been designed to provide a state-of-the-art ‘refresh.’

It will help participants provide better performance for their clients by giving them an in-depth understanding of the significant trends and issues in asset management today.

Participants will be encouraged to broaden their thinking, emerging from the very narrow and specific set of skills used in day-to-day management to gain a better understanding of the new trends and issues in finance.

They will explore modern ideas, as well as detailed asset management and portfolio selection techniques.

Through a mix of lectures, case discussions, and practical illustrations, the programme will cover strategic asset management, stock selection techniques and arbitrage investing.

It will also cover alternative investment strategies and vehicles, along with their risk and return potential.

By the end of the programme, participants will have gained an overview of new industry trends and been exposed to new ideas that can be turned into asset allocation strategies.

They will learn about the main pitfalls and problems faced by their peers in the asset management industry. They will also acquire a new understanding of markets and strategies.

You might be interested in other Asset Management programs as a next step.

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  • View Schedule
  • COURSE TYPE Advanced
  • DURATION 3 days
  • COURSE ACCREDITED BY Local Certificate


Broaden and deepen your understanding of new investment management concepts and explore the latest investment strategies and techniques

Gain new insights into state-of-the-art asset allocation trends and ideas

Learn to provide better performance for your clients

Explore the main pitfalls and problems facing peers in asset management today



At the end of the course, there will be a multiple-choice exam of straight-forward questions based upon the content covered during the session.

A pass mark of 50%, in addition to a perfect attendance record and active participation during the course sessions, is required to be awarded the Certificate of Completion from Strategic Axis.



Module 1: Overview of Fundamental Concepts and Core Practices in Asset Management

A Definition Of AM

A “Meta View” of the AM paradigm

Managing the asset base’s “potential to fail.”

Payoffs and benefits, downsides

The “Five Core Questions” and the “key step in AM Process.”

The changing utility industry

The emerging utility of tomorrow

Module 2: Strategic asset management: trends and new insights

Assessment of the asset classes: their role in modern portfolio allocation

New insights into risk – from volatility to tail risk and crash risk

Analysis of performance and uncertainty in the long run

The purpose of strategic asset allocation decisions: core and satellite allocation

Overview of new investment classes: risk and returns of the different hedge fund strategies

How to understand manager selection

Exploration and assessment of varying risk models

Overview of asset management benchmarking and relative risk

Definition of risk analysis and risk decomposition

Study of the recent evolution of the hedge fund industry and its evolving regulatory environment

Exploration of liquidity and crisis risk

Analysis of trends in portfolio allocation: from high-frequency to the role of sentiment

Module 3: Stock selection techniques: new ideas for long-term investors

Value creation determinants for the long run

Cash flow analysis and technical analysis – focusing on the role of profitability

The role of financial statements and liquidity analysis

Corporate events as signals of long-term value

Module 4: Arbitrage investing: behavioral strategies and arbitrage-based tools

Understanding behavioral biases and their impact on portfolio selection

Analysis of biases-based trading strategies

Understanding investment tools based on behavioral biases

Recent trends in behavioral focus

Explanation of sources of the ‘mispricing’ that keeps stock valuation misaligned

Analysis of the ease of implementing these strategies and their effectiveness

Comparison of old strategies with new techniques and methodologies

Module 5: Identifying which Assets are Critical to Sustain Performance?

Understanding how assets can fail – the four primary failure modes

Determining the “likelihood of failure.”

Determining the “consequences of failure.”

Regulatory requirements in today’s asset management

Ethics and asset management

What is expected of you as an asset executive?

Module 6: Developing a Robust Asset Management Plan

Identifying effective operational and maintenances best practices

Which is the best option? – the basics of “optimal renewal decision making.”

Using AM to drive operations and support

Moving systematically into reliability-centered and condition-based maintenance

Depreciation of operating assets

Identifying the salvage value of your assets

Initial condition analysis, determining remaining physical life

Reviewing depreciation estimates

Determining replacement value

  • In The Classroom

  • Live, Online

  • Private Team Training

  • Indiviual Private Session

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