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Founded by passionate advocates of learning and innovation, Learni set out to make professional training accessible to everyone, everywhere in the world. Our team works in the largest cities such as Paris, Lyon, Marseille, and internationally, to support talents and organizations in their skills development.
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30 free minutes with a training advisor — no commitment.
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Cybersecurity training in Sheffield in November 2026 with Learni. Certified, expert trainers, eligible for employer funding. Free quote.
Master competitive analysis skills essential for product teams with this step-by-step guide, including tools, frameworks, and 2026 trends like AI-driven insights.
Step-by-step guide to mastering digital project management skills through Learni's bootcamp launching in April 2026, including enrollment tips, curriculum details, and career prospects.
Artificial Intelligence training in Raleigh in June 2026 with Learni. Certified, expert trainers, eligible for employer funding. Free quote.
Don't let this gap widen
Sans maîtrise de l'asset management, les portefeuilles sous-performent de 5 à 10% en rendement annuel moyen selon les études Morningstar.
Les entreprises perdent jusqu'à 2 millions d'euros par an en opportunités manquées et frais excessifs sur des allocations mal optimisées.
68% des gestionnaires novices génèrent des pertes liées à un manque de diversification, impactant directement la compétitivité et les bonus carrière.
En 2024, 75% des recruteurs en finance écartent les profils sans compétences avancées en gestion d'actifs, creusant l'écart salarial de 20%.
Agissez maintenant pour sécuriser vos performances et celles de votre entreprise.
The Formation Asset Management - Optimiser la gestion de portefeuille training is delivered in-person or remotely (blended-learning, e-learning, virtual classroom, remote in-person). At Learni, a Qualiopi-certified training organization, each program is designed to maximize skills acquisition, regardless of the training mode chosen.
The trainer alternates between demonstrative, interrogative, and active methods (through practical exercises and/or real-world scenarios). This pedagogical approach ensures concrete and directly applicable learning in the workplace.
To ensure the quality of the Formation Asset Management - Optimiser la gestion de portefeuille training, Learni provides the following teaching resources:
For in-house training at a location external to Learni, the client ensures and commits to having all necessary teaching materials (IT equipment, internet connection...) for the proper conduct of the training action in accordance with the prerequisites indicated in the communicated training program.
The assessment of skills acquired during the Formation Asset Management - Optimiser la gestion de portefeuille training is carried out through:
Learni is committed to the accessibility of its professional training programs. All our training programs are accessible to people with disabilities. Our teams are available to adapt teaching methods to your specific needs. Do not hesitate to contact us for any accommodation request.
Learni training programs are available for inter-company and intra-company settings, both in-person and remote. Registration is possible up to 48 business hours before the start of training. Our programs are eligible for OPCO, Pôle emploi, and FNE-Formation funding. Contact us to discuss your training project and funding possibilities.
Immersion dans l'évaluation des classes d'actifs via des outils professionnels comme Bloomberg et Excel avancé, analyse des ratios de risque-rendement sur cas réels de portefeuilles d'entreprise, exercices pratiques de modélisation Markowitz pour l'allocation optimale, simulation de scénarios macroéconomiques, élaboration d'un premier rapport d'allocation avec recommandations concrètes, retours individualisés pour ancrer les compétences en asset management.
Mise en œuvre de stress tests et backtesting sur historiques de marché avec Python et R, optimisation dynamique des portefeuilles via algorithmes de rééquilibrage automatique, intégration des critères ESG pour une gestion responsable, cas pratiques sur portefeuilles clients réels, développement d'un dashboard de monitoring personnalisé, plan d'action stratégique avec KPIs mesurables, validation par peer-review pour une expertise certifiante en entreprise.
Target audience
Analystes financiers, gestionnaires de fonds, conseillers en investissement pour une montée en compétences professionnelle
Prerequisites
Connaissances de base en finance, marchés financiers et analyse comptable
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