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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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Mark Homans
Our sky high NPS following learner feedback speaks for itself - this platform has delivered a lot of value.
Fiona Quinn
Learning is accessible and the tool assists in the continued development of all our employees. It is a fantastic tool for our business!
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Categories
Discover our Courses
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.
More pathways
Ready to get started?
Plans & Membership
Find the right plan for you
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
Ready to get started?
Our Solutions
About Us
Testimonials
More testimonials
Mark Homans
Our sky high NPS following learner feedback speaks for itself - this platform has delivered a lot of value.
Fiona Quinn
Learning is accessible and the tool assists in the continued development of all our employees. It is a fantastic tool for our business!
More testimonials
Ready to get started?
Monitoring an Investment Portfolio
Trevor Pugh
20 years: Trading & hedge funds
In this video, Trevor looks at how portfolio managers implement, execute and monitor their portfolios, how they manage risk and how they assess where returns were generated.
In this video, Trevor looks at how portfolio managers implement, execute and monitor their portfolios, how they manage risk and how they assess where returns were generated.
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Monitoring an Investment Portfolio
9 mins 33 secs
Deciding how a portfolio is going to be established is only the first step in managing a portfolio. A portfolio manager will have to implement, execute and monitor their portfolio through a range of methods. They will also then need to use attribution analysis to determine how well they’ve actually performed.
Key learning objectives:
Outline the importance of implementation, execution and monitoring
Understand the importance of risk management
Understand attribution analysis and what it is used for
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This content is also available as part of a premium, accredited video course. Sign up for a 14-day trial to watch for free.
What considerations should be taken when implementing a portfolio and does it need monitoring?
Portfolio implementation is executing the underlying investments in line with the SAA and TAA. Within the implementation stage, several things need to be considered: location of the underlying assets, whether the portfolio is actively or passively managed and ESG policies.
Once the portfolio is implemented it needs monitoring on a continuous basis due to changes in financial markets that may impact it.
Why is risk management in a portfolio important?
This is arguably the most important part of portfolio management. Even if your SAA is optimal, poor risk management can cause you to lose everything.
There are three elements to risk managing a portfolio:
- Make sure the portfolio aligns with the guideline restrictions.
The portfolio may need to be well diversified with uncorrelated assets for example. - Ongoing monitoring of the portfolio.
There are stress tests, scenario analyses and simulations to check ‘what if’ type scenarios, with various parameters being adversely impacted. - Reactive risk management.
Here we deal with day-to-day market developments. There may be instances where we have too much risk, or not enough risk. It is imperative to have a risk management process in place to react to unexpected events which impact the risk/return characteristics of the portfolio.
What is attribution analysis and what can it be used for?
Attribution analysis is understanding what went well and what didn’t with portfolio returns over the relevant time period.
Assume a portfolio generated 5% returns. Is this good?
We need to determine whether it was gained by luck, whether it was generated by one or multiple underlyings and we also need to know how the benchmark performed. If the benchmark returned 8% then the portfolio manager didn’t do very well!
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This content is also available as part of a premium, accredited video course. Sign up for a 14-day trial to watch for free.
Trevor Pugh
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