EFPA Course - No protected certificates. Portfolio building and management

Program of course - No capital protected certificates.  Portfolio building and management  --- REGISTRATION
EFPA accredited for EFA/EFP/EIP/EIP CF levels (3 hours/credits)
Teachers: Gabriele Bellelli e Giovanna Zanotti

1-Not capital protected certificates
-Types
-Characteristics
-Pros and consi

2-Portfolio building
-“core-satellite” approch
-Diversification and correlation

3-Building and managements portfolios models
-Accumulation plan
-Static strategies (passive)
-Dynamic strategies (active)

4-Accumulatoin plan
-Finanziario target
-Basket
-Logic and operative rules
-Statistic tests: performance, CAGR, volatility, max drawdown, etc.

5-Passive strategies
-Finanziario target
-Basket
-Logic and operative rules
-Statistic tests: performance, CAGR, volatility, max drawdown, etc.

6-Active strategies
-Finanziario target
-Basket
-Logic and operative rules
-Statistic tests: performance, CAGR, volatility, max drawdown, etc.

Nota - Backtests are performed using the historical series o certificates' underlying indexes actually listes on Borsa Italiana. Data is got from Eikon Refinitiv platform.