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
