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KBAM 2085 - Asset Allocation and Selection

Type d'enseignement : Elective

Semester : Spring 2017-2018

Number of hours : 12

Language of tuition : English



Course Description

This course on Asset Allocation provides an overview on the way to design an investment portfolio for wealthy private clients. You'll get to understand the step by step process and the questions to be tackled for that in order to achieve an allocation that is consistent with both the client's expectations/constraints, the regulatory frame and the bank services. Examples and practice will help you integrate those principles on an active way.


to be defined

Pedagogical format

There will be 6 sessions of 2h each dedicated to the explanation and the illustration of the process. Students will be encouraged to participate in these presentations, and apart from the 2 first sessions, at least 1h will be designed for students to practice one key aspect at a time.

Course validation

The course validation will rely mainly on a group presentation at the end of the course, plus an individual grade based on the overall course participation/production.


Students work will be mainly concentrated on the course sessions only, very few things to prepare from one session to another.

Additional required reading