Wealth Mgmt·Course
Wealth Management
Macro analysis, geopolitical risk, strategic asset allocation, alternative investments and tax architecture
14
Modules
54
Articles
~5 h
Reading
IV
CLOs
§ 01 — Curriculum
14 modules.
Each module is a small unit. Most read in sequence — but a determined reader can begin anywhere.
- M IMacroeconomic AnalysisMacroeconomic analysis.4 articles
24 minBegin → - M IIGeopolitical Risk ManagementGeopolitical risk management.3 articles
18 minBegin → - M IIIStrategic Portfolio AllocationStrategic portfolio allocation.4 articles
24 minBegin → - M IVInstitutional Risk ManagementInstitutional risk management.3 articles
18 minBegin → - M VPublic Markets: Asset SelectionPublic markets: asset selection.4 articles
24 minBegin → - M VIFixed Income and Private CreditFixed income and private credit.4 articles
24 minBegin → - M VIIReal Estate and InfrastructureReal estate and infrastructure.4 articles
24 minBegin → - M VIIIAlternative InvestmentsAlternative investments.5 articles
30 minBegin → - M IXTax and Legal ArchitectureTax and legal architecture.4 articles
24 minBegin → - M XPortfolio Operations ManagementOperational portfolio management.4 articles
24 minBegin → - M XIFamily OfficeFamily office structures, governance, wealth transfer, and technologies.4 articles
24 minBegin → - M XIIInsurance in Asset ManagementLife, property, and business risk insurance in the context of wealth management.3 articles
18 minBegin → - M XIIIESG InvestingESG ratings, green bonds, impact investing, and the regulatory framework.4 articles
24 minBegin → - M XIVFamily BusinessCharacteristics of family companies, governance, succession, and the GCC context.4 articles
24 minBegin →
§ 02 — Learning outcomes
4 outcomes.
CLO I
Macro and Geopolitical Analysis
Interpret macroeconomic signals and geopolitical risks for investment decision-making.
CLO II
Strategic Asset Allocation
Construct diversified portfolios accounting for asset classes, the client’s risk profile, and investment horizon.
CLO III
Alternative Assets
Evaluate the characteristics of private investments, real estate, infrastructure, and alternative strategies in a portfolio context.
CLO IV
Legal and Tax Architecture
Structure portfolios with regard to tax regimes, legal vehicles, and operational requirements.
§ 03 — Practices