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Banking and Financial Services: Investment Strategies and Asset Management
COURSE

Banking and Financial Services: Investment Strategies and Asset Management

INR 59
★ 0.0 Rating
📂 Industry Enablement for IT

Description

In-depth study of investment strategies, portfolio management, advisory frameworks, and technology in BFSI asset management.

Learning Objectives

Empower learners to construct, analyze and optimize investment portfolios, benchmark asset management strategies, and integrate digital solutions for client success.

Topics (7)

1
Digital Asset Management Platforms and Analytics

Digital asset platforms, integrations, robo-advisory, analytics, client reporting, algorithmic/AI portfolio management.

2
Portfolio Theory and Asset Allocation

Efficient frontier, diversification, risk profiles, asset classes, long-term planning, performance measurement.

3
Investment Strategies: Active, Passive and Smart Beta

Active management, passive index funds, ETFs, smart beta strategies, digital platforms.

4
Risk Profiling and Investment Suitability

Risk scoring models, suitability workflows, analytics, compliance, KYC integration, client advisory.

5
Mutual Funds, PMS and Wealth Advisory

Fund types, PMS, advisory platforms, compliance, digital onboarding, dashboarding, fee models.

6
Performance Measurement and Benchmarking

Index benchmarking, alpha/beta calculation, reporting, transparency, regulatory requirements.

7
Advisory Compliance and Automation

Robo-compliance, alerts, reporting, audit trails, regulatory change, tech-enabled suitability checks.