Introduction
This is a case course that focuses on the dynamics of the portfolio management process and investment advice, blending academic theory with professional best practices. This is achieved mainly through the study and discussion of cases. The objective is to introduce a framework for a disciplined approach to global asset allocation and risk management. We consider both the investor and the asset manager's perspectives and the different challenges they face, as well as the ethical dimensions of both the manager/investor relation and of the investment process. We discuss how asset management can address ESG and sustainability concerns, and support progress towards the UN Sustainable Development Goals (SDGs). Participants will gain understanding of the issues through real-world examples, cases study discussions and computer exercises. A basic knowledge of Excel is expected.