Family Office & Family Wealth – Section 4. Financial Assets

What you'll learn
Effective asset allocation
Portfolio management theory
Performance and risk reporting
Understanding risk-adjusted returns
Managing a bond portfolio
Hedge funds
Options, puts, calls.
Basic trading
Requirements
Following Sections 1 to 3 of my course on Family Office & Family Wealth.
Description
Section 4 - Asset & Portfolio ManagementIn this Section 4, we will discuss how, in the realm of asset management, a key focus is on effectively allocating resources and monitoring investments to achieve desired outcomes; highlighting the importance of strategic decision-making and risk management in banking and portfolio management to maximize returns while minimizing potential losses. In Lecture 15. Managing Financial Assets, we delve into the intricate world of Asset & Portfolio Management, where managing financial assets becomes vital. We will explore Modern Portfolio Theory (MPT) to understand the optimal mix of assets. We will emphasise a few asset classes such as Bonds / Fixed Income investments as well as exploring Alternatives like Hedge Funds and Options. Lastly, we will cover the basics of trading to equip you with fundamental knowledge for navigating the financial markets.a. Modern Portfolio Theory: Portfolio theory is a key topic in this Section 4, emphasizing the diversification of investments.b. Focus on Bonds / Fixed Income: Fixed Income primarily consists of Bonds, Loans and Cash. In this sub-Lecture, we will examine the mechanics of debt financing and the risks for family offices.c. Focus on Alternatives: Hedge Funds and Options: In Lecture 15c, we will focus on Alternatives, such as Hedge Funds and Options. Hedge funds employ a variety of strategies to maximize returns and minimize risk, while Options are often used to hedge against potential losses in a portfolio.d. Basics of Trading: In this sub-Lecture, we will describe in more details for standard processes for buying and selling financial assets.
Overview
Section 1: Introduction
Lecture 1 Key Messages
Lecture 2 Key Challenges
Lecture 3 Families, Family Issues, Family Dynamics
Lecture 4 Family Office Landscape
Lecture 5 Family Office & Family Business Governance
Section 2: Section 2 - The Groundwork: Beliefs & Principles
Lecture 6 Establishing a level-playing field
Lecture 7 Introduction to Foresight
Lecture 8 Family Beliefs & Principles
Lecture 9 Focus on ESG
Section 3: Section 3 - Setup & Operations
Lecture 10 What do Family Offices do?
Lecture 11 The In-sourcing vs. Outsourcing debate
Lecture 12 Organisation and Resources
Lecture 13 Reporting & Information Technology
Lecture 14 Working with Regulated Financial Institutions
Section 4: Asset & Portfolio Management
Lecture 15 Managing Financial Assets
Lecture 16 15a Portfolio Theory
Lecture 17 15b Bonds / Fixed Income
Lecture 18 15c Alternatives
Lecture 19 15d Basics of Trading
Bankers,Wealth managers,Financial advisers,Trustees,Corporate services providers,Real estate agents,Properties agents
Homepage

https://www.udemy.com/course/family-office-family-wealth-section-4-financial-assets/

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