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Title

​Multi-Asset Strategy Workshop

Event Description

Multi-Asset Strategy Workshop

4 May 2018, Friday (9.00am to 5.00pm)

Speakers: Larry Cao, CFA & Darius Liu, CFA ​

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 ​CLICK HERE TO REGISTER​ ​ 

Overview

The program will cover a variety of key issues in multi-asset investing

- Why is multi-asset strategy the future of investment management?

- What are the key aspects of multi-asset investing and how is it different from the fund of funds or balanced funds?

- Is risk parity a silver bullet or a bridge too far?

- How to set proper risk and return expectations and evaluate the performance of multi-asset strategies?​

The speakers will both address these issues from a conceptual perspective and share their past experiences in how they dealt with these issues.

Learning Outcome Statement

- Compare the products and investment strategies from balanced funds to fund of funds and now multi-asset strategies

- Explain the role of risk factor allocation and dynamic asset allocation in managing multi-asset strategies and the key issues involved.

- Describe how risk parity products are expected to perform in different market environments and key contributors to their success in recent years.

- Describe the different approaches investors take in implementing mul​ti-asset strategies.​

This workshop is eligible for 6 CE hours

Programme Outline

Introduction to Multi-Asset Strategies by Larry Cao, CFA 

Risk Factor Allocation vs. Asset Allocation by Larry Cao, CFA 

Dynamic Asset Allocation: Great Expectations by Larry Cao, CFA 

Risk Parity: Silver Bullet or a Bridge Too Far by Larry Cao, CFA 

GIC's Multi-Asset Investing Framework and Philosophy by Darius Liu, CFA​

All Roads Lead to Rome: Practical Implementations of Multi-Asset Strategies by Larry Cao, CFA & Darius Liu, CFA​​

ABOUT BOOK 

 

Multi-Asset Strategies: The Future of Investment Management

Despite the popularity of multi-asset strategies, especially after the global financial crisis in 2008, very few books have been written about the topic. The few books available, with their heavy use of mathematical formulas, are intended mostly for quants. There appears to be a void in terms of a multi-asset investing book for the majority of investors. This book is our attempt to fill that void.

This book is written with investment decision makers in mind. Our aim is to provide a guide for those decision makers who are not already intimately familiar with the concepts and practices of multi-asset investing. Even today, asset allocation seems to be mainly the domain of quants.​

​In sum, this book is intended for investors who have not taken full advantage of multi-asset investing (we think all investors should), either because of a lack of quantitative training or because they are too busy to stay current on the latest trends.​

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Course Fee

CFA Singapore Member: 

S$680* (Early Bird Fee)

S$780* (Standard Fee)

Non-Member: 

S$780* (Early Bird Fee)

S$880* (Standard Fee)

*Prices stated are before 7% GST

*10% off for sign up of 3 or more delegates - For Group Sign-ups, kindly download and complete the registration form HERE​ and email to eventmanagement@cfasingapore.org

* ​Early bird fee valid till 23 April 2018

Course Fee includes:

Course materials, lunch & refreshments​​​

Asia-Pacific Reserach Exchange (ARX) Event

ARX_reg_RGB_updated.png

The CFA Institute Asia-Pacific Research Exchange is an interactive platform for participants to share expertise and insight, learn about subjects of interest, and engage others.​​


Event Type

Society; Educational

Education Topic

Alternative Investments; Risk Management

Start Time

5/4/2018 9:00

End Time

5/4/2018 17:00

City

Singapore

State/Province

Singapore

Event Country

Singapore

Event Region

Asia Pacific

Location Info

​To be confirmed

Speaker

Larry Cao, CFA; Darius Liu, CFA

CE Credits

6

SER Credit

NA

Currency

SGD

Member Price

S$680* (early bird fee) / $780* (Standard fee) *Subject to 7% GST

Non-Member Price

S$780* (early bird fee) / $880* (Standard fee) *Subject to 7% GST

Candidate Price

NA

Registration

​For individual registration, please click HERE to register online.

For group-sign ups, please send your registration form to eventmanagement@cfasingapore.org

All Day Event

 

Recurrence

 

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Custom Event Type

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Date

 

Text

 

Event Type

Workshop

Function Type:

Workshop

Attachments

2018-05-04 Multi Asset Strategy Workshop (2018-04-09) v1.pdf    
Content Type: MyCFA Calendar
Created at 4/9/2018 18:55 by events@cfasingapore.org[CASMSTS:username]
Last modified at 4/18/2018 15:04 by events@cfasingapore.org[CASMSTS:username]