Micro-Credential in Portfolio Management: Institutional & Personal Investing
AI-Driven Insights into Smarter Investing
Overview
This Portfolio Management: Institutional & Personal Investing module serves as a comprehensive real-world examination of the model-based approaches utilized for performing portfolio & risk management in the financial industry. Major topics covered include Multifactor Models, Behavioral Finance and Retirement Finance. Lectures will involve in-classroom discussions, simulations & exercises, interaction with practitioners from the industry, hands-on “lab-style” projects, and real-life examples.
Students are also expected to research investment-related reports (preferably on Asian-relevant strategies) and use it to inform institutional-level or personal-level asset allocation strategies in teams. These reports will hopefully facilitate in-class presentations, and be used to ascertain students’ basic investments research, asset allocation and alpha-generating skills. In your presentations, students are expected to provide comprehensive analysis and recommendations which could be incorporated into our classroom portfolio discussions & learnings.
This course is suitable for students interested in the asset management industry. Students will learn hands-on computational finance, risk & portfolio management. To ensure the broadest participation of students interested in investment management, the class is graded on a Pass/Fail basis.
Through a combination of videos, quizzes and exercise during
our live sessions, you will achieve the following:
- Multifactor Models (MFM) in Portfolio Management
- Economic rationale for MFM
- Types of models – APT, Relative Valuation, Fundamental
- Diversification of themes
- Testing for efficacy, monotonicity, transitions, downside risk
- Behavioral Finance 1
- Anchoring, over and under-reaction, overconfidence, loss aversion
- Herding
- Mental accounting
- Confirmation and Hindsight Bias
- Examples
- Behavioral Finance 2
- Undiscovered Managers Fund
- Asset Allocation Project Stock-taking
- Hedge funds and Alternative Investments
- Case study – Are hedge funds just traditional beta?
- Retirement Finance & ESG
- Sustainable & Personal Investing
This course will enable you to:
- Demonstrate
methodologies & models used in theory and in practice, including Relative Valuation, Multifactor Models, Value Enhancement Strategies, Behavioral Finance and Retirement Finance. - Create
asset allocation plans and resilient portfolios for institutional or retail investors. - Prepare
a not more than 10-page team presentation to investors / clients on proposed portfolio allocation strategy, in line with stakeholder mandate.
- Anyone interested in taking control of their personal investing (lifecycle) journey
- Portfolio managers, analysts, risk managers, buy-side service providers, and CFA holders with 3 years of professional investments experience who are looking to reinvigorate their quantitative, fundamental, portfolio and risk management skills in equities, fixed income, and hedge funds
- Individuals planning to make the switch from operations and admin-type functions to the front office in financial institutions (buy-side or sell-side) and who already have basic knowledge of investments and financial analysis, example, CFA Level 1 or 2
Basic knowledge of:
- Excel
- Financial Accounting
- Financial Mathematics and Statistics
Class Structure
Video Learning
Before the live sessions, you will watch short video lectures lasting 20 to 40 minutes and complete assignments to cement your understanding of the videos.
Live Sessions
The live sessions are held in hybrid format, beginning with a review of the video lecture and followed by a discussion of the case of the day.
Duration
Total 8 to 9 weeks (this includes time for learners to watch videos before the first live session)
First Live-session
- Sunday, June 15, 2025
- 2:00 PM – 5:30 PM (Malaysian Time)
Second Live-session
- Sunday, June 22, 2025
- 2:00 PM – 5:30 PM (Malaysian Time)
Third Live-session
- Sunday, July 6, 2025
- 2:00 PM – 5:30 PM (Malaysian Time)
Fourth Live-session
- Sunday, July 20, 2025
- 2:00 PM – 5:30 PM (Malaysian Time)
Final Presentation (Online)
- August 2 – 3, 2025
- 2:00 PM – 5:30 PM (Malaysian Time)
- Sunday, April 20, 2025
- 10:00am - 1:30pm (Malaysia Time)
First Live-session
- Sunday, June 15, 2025
- 2:00 PM – 5:30 PM (Malaysian Time)
Second Live-session
- Sunday, June 22, 2025
- 2:00 PM – 5:30 PM (Malaysian Time)
Third Live-session
- Sunday, July 6, 2025
- 2:00 PM – 5:30 PM (Malaysian Time)
Fourth Live-session
- Sunday, July 20, 2025
- 2:00 PM – 5:30 PM (Malaysian Time)
Faculty
Joseph Cherian
Deputy Chief Executive Officer
Connect with us to start
Portfolio Management: Institutional & Personal Investing
AI-Driven Insights into Smarter Investing
RM8,500 or approximately USD1,848*
*This ACE course, which is part of ASB’s accredited degree programs, is exempted from Malaysian SST.
