Investment Risk Management for Asset Managers Course

Name: Investment Risk Management for Asset Managers Course
Availability: InStock

Measure portfolio exposures, set risk limits, test liquidity, escalate breaches, and report risk-adjusted decisions across managed assets.

At a glance

Duration: 1 Week
Format: Classroom
Cities: Dubai, Athens, Tashkent, Sharm El-Sheikh, Manama, Zanzibar and more
Next session: 2 – 6 November 2026, Dubai
Average fee: 5,750 €

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Investment Risk Management for Asset Managers Course

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Overview

Investment Risk Management for Asset Managers Course is a one-week course for asset managers, portfolio managers, investment risk professionals, fund governance teams, and control owners who leave with a Portfolio Risk Governance Pack. Participants apply investment risk management through a portfolio risk taxonomy, liquidity stress testing, risk limit monitoring, and risk-adjusted performance review. The course connects mandate constraints, exposure measurement, escalation, and committee decisions across the investment lifecycle. Agile Leaders Training Center frames investment risk governance as a controlled portfolio decision process.

Who Should Attend

Functions responsible for asset allocation and portfolio decisions
Teams responsible for investment risk measurement and oversight
Functions responsible for fund governance and mandate controls
Teams responsible for trading controls and breach escalation
Functions responsible for investment committee reporting

The course assumes participants already work with portfolios, investment controls, or risk reports and leaves out introductory investing, security selection advice, and legal interpretation.

Departments and Industries

The course supports departments and industries that manage invested assets, delegated mandates, or portfolio oversight.

Asset management, investment, and portfolio management functions
Investment risk, compliance, and governance functions
Pension, insurance, and wealth management organizations
Banking, treasury, and institutional investment organizations
Endowment, family office, and investment advisory organizations

Learning Objectives

By the end of this course, participants will be able to:

Build a mandate-linked portfolio risk taxonomy
Analyze market, credit, counterparty, and concentration exposures
Apply liquidity stress testing to redemption decisions
Evaluate valuation, model, operational, and outsourcing risks
Use risk limit monitoring and breach escalation controls
Compare risk-adjusted performance and attribution results

Course Agenda

Day 1: Investment Mandate and Risk Architecture

Investment Mandate Risk Map
Portfolio Risk Taxonomy
Risk Appetite and Limit Schedule
Investment Governance Responsibility Matrix
Risk Policy and Control Mapping Checklist

Day 2: Market, Credit, and Concentration Risk

Portfolio Factor Exposure Map
Value at Risk and Expected Shortfall Comparison Sheet
Interest Rate and Credit Spread Sensitivity Grid
Counterparty Credit Assessment Scorecard
Exposure and Concentration Risk Dashboard

Day 3: Liquidity, Model, and Operational Risk

Liquidity Bucketing and Redemption Profile
Portfolio Liquidity Stress Test
Valuation and Model Risk Inventory
Outsourcing and Third-Party Risk Assessment
Trading and Operational Control Failure Register

Day 4: Monitoring and Risk Decisions

Pre-Trade and Post-Trade Control Matrix
Risk Limit Breach and Escalation Log
Scenario Analysis and Reverse Stress Test
Risk-Adjusted Performance and Attribution Review
Investment Committee Risk Reporting Pack

Day 5: Asset Manager Risk Practice

Exercise: Mandate and Risk Appetite Alignment
Exercise: Exposure and Concentration Review
Exercise: Liquidity Stress and Redemption Decision
Exercise: Limit Breach and Committee Escalation
Capstone Exercise: Portfolio Risk Governance Pack

Practical Exercises

The course uses suggested activities that connect mandate constraints, exposure data, stress results, limits, and governance decisions.

Suggested activity: map a pension portfolio mandate to risk appetite, limits, and control ownership.
Suggested activity: evaluate factor, credit, counterparty, and concentration exposures for an insurance portfolio.
Suggested activity: test a fund redemption scenario against liquidity buckets and escalation triggers.
Suggested activity: prepare a breach decision and committee risk report for a wealth portfolio.

FAQs

Who should attend investment risk management training for asset managers?

Investment risk management training suits people who make portfolio decisions, measure exposures, own mandate controls, monitor limits, or report to investment committees. It assumes practical experience with portfolios, risk controls, or investment reporting.

How does investment risk management differ from enterprise risk management?

Investment risk management links portfolio mandates, factor exposures, liquidity, counterparties, valuation models, limits, and risk-adjusted results, while enterprise risk management coordinates broader strategic and operational risks across an organization.

How are portfolio risk limits monitored and escalated?

Portfolio risk limits are monitored through pre-trade checks, post-trade measures, thresholds, exception logs, assigned ownership, escalation criteria, documented decisions, and follow-up evidence.

How does liquidity stress testing support asset managers?

Liquidity stress testing compares asset liquidity buckets, redemption profiles, market conditions, transaction constraints, and available responses so asset managers can identify shortfalls and govern decisions before pressure intensifies.

How is risk-adjusted performance used in portfolio oversight?

Risk-adjusted performance compares returns with the risks taken and combines attribution results with exposures, limits, mandate objectives, and scenario outcomes to support portfolio challenge and committee decisions.

Conclusion

The course integrates mandate interpretation, exposure measurement, liquidity analysis, control monitoring, escalation, and committee reporting. Participants take back a Portfolio Risk Governance Pack containing maps, schedules, dashboards, stress tests, registers, and decision records. The pack establishes a repeatable path from portfolio mandate to measured exposure, governed exception, and documented investment decision.

credits: 5 credit per day

Course Mode: full-time

Provider: Agile Leaders Training Center

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Showing 21-40 of 75 events

Location	Dates	Duration	Mode	Price
Kuwait	Week 06, 2027 14 – 18 February 2027	1 Week	Onsite	€5,500
Madrid	Week 07, 2027 15 – 19 February 2027	1 Week	Onsite	€5,700
Amsterdam	Week 08, 2027 22 – 26 February 2027	1 Week	Onsite	€5,700
Bali	Week 08, 2027 28 February – 4 March 2027	1 Week	Onsite	€5,700
Zoom	Week 09, 2027 1 – 5 March 2027	1 Week	Online	€1,500
London	Week 10, 2027 8 – 12 March 2027	1 Week	Onsite	€5,700
Marbella	Week 10, 2027 14 – 18 March 2027	1 Week	Onsite	€5,700
Kuala Lumpur	Week 11, 2027 15 – 19 March 2027	1 Week	Onsite	€5,200
Bangkok	Week 11, 2027 21 – 25 March 2027	1 Week	Onsite	€6,000
Manama	Week 12, 2027 28 March – 1 April 2027	1 Week	Onsite	€4,700
Trabzon	Week 14, 2027 11 – 15 April 2027	1 Week	Onsite	€6,800
Milan	Week 15, 2027 12 – 16 April 2027	1 Week	Onsite	€5,700
Phuket	Week 15, 2027 18 – 22 April 2027	1 Week	Onsite	€6,000
Abu Dhabi	Week 16, 2027 19 – 23 April 2027	1 Week	Onsite	€4,700
Nairobi	Week 16, 2027 25 – 29 April 2027	1 Week	Onsite	€4,500
Dubai	Week 17, 2027 26 – 30 April 2027	1 Week	Onsite	€4,500
Barcelona	Week 18, 2027 3 – 7 May 2027	1 Week	Onsite	€5,700
Johannesburg	Week 18, 2027 9 – 13 May 2027	1 Week	Onsite	€4,500
London	Week 19, 2027 10 – 14 May 2027	1 Week	Onsite	€5,700
Vienna	Week 20, 2027 17 – 21 May 2027	1 Week	Onsite	€5,700

Frequently asked questions

What does this course cover?

OverviewInvestment Risk Management for Asset Managers Course is a one-week course for asset managers, portfolio managers, investment risk professionals, fund governance teams, and control owners who leave with a Portfolio Risk Governance Pack. Participants apply investment risk management through a portfolio risk taxonomy, liquidity stress testing, risk l…

Are training dates available?

Yes. Available dates and destinations are listed in the course dates section on this page.

How can I register?

Choose an available date on this page and complete the registration form, or send a programme enquiry.

Can I download the course brochure?

Yes. Use the brochure download link provided on this page.

Investment Risk Management for Asset Managers Course