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NASBA CPE Courses

Asset Management Techniques

There are many differences between strategic and tactical investment management strategies. Strategic asset allocation describes the practice of creating a portfolio with a mix of assets designed to fit the investment parameters of the investor. A key assumption is that those parameters will remain relatively stable over the long term. Tactical management has surfaced over the last couple of decades as another way to manage investments. The uprising of computers and the ability for investment companies to create algorithms which gives managers the ability to quickly evaluate trends of the market. Tactical management is not market timing but market reactive.

At this meeting participants will review

  • Asset Management Techniques
  • RIA vs IAR
  • Tactical vs Strategic
  • Investment Environment

Participants after this session will identify:

  • Benefits of Portfolio Management
  • Asset Class Diversification
  • Market Efficiencies
  • Risk Management

MEETING POLICIES:

Refund & Cancellations

Request for refunds must be received in writing no later than 48 hours prior to course. For more information regading refund/complaint or cancellation contact us at (201) 0845-7009 BGS Assurance LLC is registered with the National Association of State Board of Accountancy (NASBA) as a sponsor of continuing education of the National registry of CPE Sponsors. State board accountancy have final Authority on the acceptance of individual courses on CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry org

CREDITS
2 CPE

ADVANCE PREP:
None

PROGRAM LEVEL:
Intermediate

DELIVERY METHOD:
Live Group

FIELD OF STUDY:
Specialized Knowledge