When building portfolios, investors need to understand the fundamental drivers of investment performance to build a robust and resilient portfolio for today’s conditions.
In this programme, you will learn about the investment principles underpinning the approach pioneered by Ray Dalio and Bridgewater Associates —the All Weather portfolio. Understand what drives the performance of assets and investment strategies and how to design effective beta and alpha portfolios. Explore in detail the mechanics of return, risk, and diversification, and apply the principles by engineering portfolios and stress-testing performance across a wide range of economic and market environments.
You will also have the opportunity to directly put your learning into practice by building custom portfolios using practical tools based on Bridgewater’s renowned Risk Budget Tool (RBT), and stress test your portfolio through a wide range of historical bubbles and crises.
This course will be particularly relevant for teams in investment roles such as including portfolio management, investment analysis, asset allocation, investment product management, investment strategy and research. We recommend attendees to have minimum 3-7 years’ experience in an investment role.
Participants who successfully complete the programme will be awarded:
This programme is accredited by The Institute of Banking and Finance (IBF). Singaporeans and Permanent Residents are eligible for enhanced funding support of up to 70% course fee subsidy under the IBF Standard Training Scheme (IBF-STS).
Upon completion, participants will be:
The information above is correct at the time of publication. The Wealth Management Institute reserves the right to amend the fees and/or terms and conditions as appropriate.
A non-refundable application fee of S$85 is required upon online application submission
The fees listed above are after IBF-STS funding. Any discrepancies in registration details or failure to meet minimum IBF academic requirements will result in an unsuccessful IBF reimbursement claim and students will be liable for the full tuition fees. For funding eligibility criteria and more information regarding the funding, please visit https://www.ibf.org.sg/programmes/Pages/IBF-STS.aspx
This programme will be conducted in-person for this intake.