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Banking Essentials - Part I

This pathway will walk us through the basics of banks, starting with some of the different types and their main functions, then starting to look at the regulation faced by the banks, both before and after the Global Financial Crisis.

Greenwashing

Greenwashing is the act of distributing false information about something being more environmentally friendly than it actually is.

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Tackling the Cost of Living Crisis

In this video, Max discusses the cost-of-living crisis currently enveloping the UK. He examines its impact on households as well as the overall economy.

CSR and Sustainability in Financial Services

In the first video of this two-part video series, Elisa introduces us to sustainability. She begins by looking at the difference between sustainability and corporate social responsibility, two terms that can be easily confused.

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Featured Pathways

More pathways

Banking Essentials - Part I

This pathway will walk us through the basics of banks, starting with some of the different types and their main functions, then starting to look at the regulation faced by the banks, both before and after the Global Financial Crisis.

Greenwashing

Greenwashing is the act of distributing false information about something being more environmentally friendly than it actually is.

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Book a demo

Pricing

Ready to get started?

Plans & Membership

Our Platform

Expert led content

+1,000 expert presented, on-demand video modules

Learning analytics

Keep track of learning progress with our comprehensive data

Interactive learning

Engage with our video hotspots and knowledge check-ins

Testing & certification

Gain CPD / CPE credits and professional certification

Managed learning

Build, scale and manage your organisation’s learning

Integrations

Connect Finance Unlocked to your current platform

Featured Content

More featured content

Tackling the Cost of Living Crisis

In this video, Max discusses the cost-of-living crisis currently enveloping the UK. He examines its impact on households as well as the overall economy.

CSR and Sustainability in Financial Services

In the first video of this two-part video series, Elisa introduces us to sustainability. She begins by looking at the difference between sustainability and corporate social responsibility, two terms that can be easily confused.

More featured content

Book a demo

Pricing

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Book a demo

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Portfolio Manager Skills Assessment I

Portfolio Manager Skills Assessment I

Ali Chabaane

25 years: Investment management

In this video, Ali highlights the importance of examining the key metrics that impact a portfolio manager's performance - from how they make decisions for long-term positive performance, to assessing explicit or implicit behavioural patterns that can indicate biases.

In this video, Ali highlights the importance of examining the key metrics that impact a portfolio manager's performance - from how they make decisions for long-term positive performance, to assessing explicit or implicit behavioural patterns that can indicate biases.

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Portfolio Manager Skills Assessment I

13 mins 10 secs

Overview

When examining the portfolio managers' decisions, two key metrics play an important role - The Hit Ratio, and The Win/Loss Ratio. Similarly Ali outlines assessing explicit or implicit behavioural patterns that can indicate biases which we need to be aware of.

Key learning objectives:

  • What metrics can be used to assess the research and investment decisions of the portfolio manager?

  • What are some biases that lead to a suboptimal sell discipline?

  • How can we analyse a portfolio manager's skill level?

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Summary
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Expert
Ali Chabaane

Ali Chabaane

With over 20 years of experience leading investment teams across equity, fixed income and multi-asset portfolios, Ali is now Managing Director at Fastnet Asset Management which provides portfolio managers with insights on how active performance is generated and how to enhance it. Prior to Fastnet, Ali has previously been Global Head of Portfolio Construction at Amundi, and Head of Credit Risk Methodologies at BNP Paribas.

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