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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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The Training Asset Management - Optimising Portfolio Management 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 Training Asset Management - Optimising Portfolio Management 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 Training Asset Management - Optimising Portfolio Management 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 in evaluating asset classes using professional tools like Bloomberg and advanced Excel, analysis of risk-return ratios on real company portfolio cases, practical exercises in Markowitz modeling for optimal allocation, simulation of macroeconomic scenarios, preparation of a first allocation report with concrete recommendations, individualized feedback to anchor asset management skills.
Implementation of stress tests and backtesting on market histories using Python and R, dynamic portfolio optimization via automatic rebalancing algorithms, integration of ESG criteria for responsible management, practical cases on real client portfolios, development of a personalized monitoring dashboard, strategic action plan with measurable KPIs, validation by peer-review for certified corporate expertise.
Target audience
Financial analysts, fund managers, investment advisors seeking professional skill development
Prerequisites
Basic knowledge of finance, financial markets, and accounting analysis
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