Portfolio construction: Trends and Approaches for Global Markets

Taking place at the Marriot Grosvenor Square on 12 March 2019, this newly announced training course will be led by Vijoy P. Chattergy.

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Portfolio Construction:

Trends and Approaches for Global Markets

London, 12 March 2019

Early Bird Pricing    Agenda

Taking place at the Marriot Grosvenor Square on 12 March 2019, this training course will be led by expert speaker Vijoy P. Chattergy. Vijoy is the founder and president of VMLH, LLC, a consulting firm for global institutional investors. In his current role Mr. Chattergy provides strategic and practical recommendations to some of the world’s largest asset management firms and trade associations. He is often invited to speak at conferences or to comment on industry trends by the financial media and expert networks.

Speaker:

  • Vijoy P. Chattergy, founder and president of VMLH, LLC

Learning Outcomes
  • Review theoretical underpinnings of portfolio construction practice
  • Identify major building blocks of multi-asset portfolios
  • Distinguish major trends in portfolio construction
  • Contrast different approaches by reserve managers and sovereign wealth funds
  • Define factors and uncorrelated investments by risk/return characteristics
  • Differentiate portfolio construction demands and constraints of reserve managers
  • Understand empirical of reserve managers and sovereign wealth funds
  • Consider alternative portfolio construction options for official sector investors
Agenda Sessions
  • Portfolio Construction overview and history
  • Trends in Portfolio management
  • Working Groups: Identify investment philosophy and priorities in own official sector fund
  • Case studies in portfolio construction
  • Results and experience of reserve funds and sovereign wealth funds
  • Working Groups: Governance challenges to implementing investment structure
  • Doing good and generating competitive returns

London Marriott Hotel Grosvenor Square

Grosvenor Square,
Mayfair,
London
W1K 6JP

Venue information

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