investment risk management workshop

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JavaScript seems to be disabled in your browser. For the best experience on our site, be sure to turn on Javascript in your browser. Microsoft PowerPoint Template and Background with taking a risk in the stock market. Presenting risk reward matrix ppt presentation. This is a risk reward matrix ppt presentation. This is four stage process. The stages in this process are risk reward matrix, investment reward, investment risk, high, med, low.

Investment risk management workshop path investments llc

Investment risk management workshop

We then take some conventional interest rate risk measurements, i. Once we can quantify the interest rate risk exposure, one can proceed to determining interest rate risk limits and discussing rate risk actions that can manage interest rate risk back within acceptable limits. These actions will include alignments on treasury assets and liabilities, changes to the origination of client contracts and some simple overlay transactions using financial derivatives. Liquidity is the classic survival skill for financial institutions of all types and sizes.

By way of introduction, we will study the sources of liquidity risk and the curious non-linear behavior of liquidity. We will measure liquidity on the balance sheet using various ratios and develop detailed cash flow forecasts. The single biggest challenge in liquidity is the study of depositor behavior under normal and under stressed market circumstances. This type of core deposit analysis requires some statistical analysis and modeling, which will be developed in detail in the course.

Operational risk is the summary term for any and all potential losses that may arise from external events and internal failures of people, processes and systems. Many aspects of operational risk in microfinance are closely related to credit risk and also manifest themselves in unrecoverable loans. We will deal with this type of operational risk in the credit process in great detail in the course. Further, we will study operational risks associated with vault cash handling and book money processes.

Business continuity planning for microfinance is another critical operational risk topic that is sometimes neglected in microfinance. We will then take a detailed look at how to best organize the control of such a vast field of potential loss events as may arise from operational risk.

This unit will deal with the impact on financial institutions earnings and equity value arising from unexpected exchange rate changes. It will also touch on related convertibility and transfer risks which are particularly relevant in developing and emerging markets.

You will learn how to measure basic forex exposure by determining current and future open positions. When we combine an open position with an estimate of how much a currency might realistically fluctuate over a certain period of time, we can obtain a confidence interval of maximum losses from forex risk, the so called value-at-risk.

We will also study the implications of using a foreign functional currency e. This will lead us to structural forex positions, currency-hedged equity and the issue of managing currency-induced credit risk at the client level. As always, we will work through the full risk cycle from identifying the different types of risks associated with the use of multiple currencies, quantifying these exposures, establishing acceptable limits for each and understanding the instruments at our disposal to manage exposures back into compliance with those limits.

Now that we have worked through the many analytical tools for keeping tabs on each of the risk areas, we need to assemble all the various components into a policy framework that will help you put best practice risk management to work in your institution. Here, we propose templates for the definition of roles and responsibilities and policy drafts that document best practice risk management.

These templates can easily be scaled and customized to the size and complexity of your institution. Risk management really only works, if it is itself a disciplined, documented and audited procedure that is woven right into the fabric of all business activities of the institution.

In short, these policies describe the organization of risk management, specify the analyses and tools used to quantify risk, summarize prudential, internal and covenant limits that apply to exposures and describe the allowable actions and instruments to manage exposures within the limits. In the final unit we will try to take a step back from the detailed analytical perspective that dominated Unit 4. Here, we will look at the strategic and competitive implications of good risk management practice and the latest developments in the science of risk and its regulatory environment.

As always, the focus is on what this all means for small banks and microfinance institutions in emerging markets and developing countries. We will also look at the merits of various software solutions for Enterprise-wide Risk Management and other opportunities for further refining risk governance and reporting and for managing the cost of compliance. The high quality offered will immediately improve your daily job performance as well as the performance of your institution.

Each unit ends with an online test comprising a set of 10 - 15 multiple choice questions. Only after having successfully completed an online test you will gain access to the next unit. Reading Material. This reading material provides basic concepts and principles applicable to the subject of each unit.

The key to successful learning is the immediate use of newly acquired knowledge and the transfer of theory into practice. Discussion Forum. A course discussion forum enables the interaction between participants and trainers and facilitates the exchange of experiences as well as possibilities to ask questions or get clarifications.

Passing a final examination is a requirement for obtaining your certificate. If you do not wish to take the final exam, you will receive a confirmation of course participation after completing the course. He serves as lead consultant and trainer at the Frankfurt School Competence Center in Risk Management and regularly manages complex implementation assignments in Eastern Europe, Asia and Africa.

Also, the amount you paid for the course will be deducted from the final tuition fee of the Master programme. Also, the amount you paid for the course will be deducted from the final tuition fee of the Diploma. Certified Expert in Agricultural Finance. See all e-Campus Online Programmes. Junes Arfaoui International Advisory Services.

Your PDF is ready now. Close Open PDF. The Frankfurt School respects your privacy Our websites use various cookies with different functions. Further information Understood and continue Settings. Your settings for cookies for this website Cookies measure user access of our website and realise functions for social media and marketing. Necessary cookies Functional cookies support the usability of the Frankfurt School website and enable, for example, the basic functions of the website such as log-in, page navigation and saving of the products during your session.

Analysis cookies These cookies provide information on how a website is used for example the average duration of page visit and how often it is viewed and enable an ongoing optimisation of the website. Confirm details Cancel. Registration is open! Campus Students of all other programmes Employees Alumni. Contact Course Finder Offline Catalogue. Certified Expert in Risk Management. We offer. An interactive e-learning course including video lectures, a PDF script for each unit, practical exercises and examples, ready to use excel tools, online tests and case studies.

A discussion forum for course related issues as well as for exchange of opinions and experiences with your classmates, tutors and the FSDF e-Campus Team. Personalized support from your e-Campus team. The option to obtain a Frankfurt School certificate after passing the final exam or a confirmation of course completion after completing the course.

Target Audience. The CERM course includes 3 mandatory assignments, which have to be submitted on a specific date. Course Objectives. Suggestions and Recommendations. Unit 1: General Introduction into Risk Management. Unit 3: Risk Landscape and Taxonomy. Unit 2: Governance of Risk in Financial Institutions.

Unit 4. Unit 5: Wrap up, Systems and Outlook. Sample Training Material. Training Material. Web-based Presentations: Web based presentation complement the scripts and give additional input on important topics. Online Tests Each unit ends with an online test comprising a set of 10 - 15 multiple choice questions. Assignments The key to successful learning is the immediate use of newly acquired knowledge and the transfer of theory into practice.

Discussion Forum A course discussion forum enables the interaction between participants and trainers and facilitates the exchange of experiences as well as possibilities to ask questions or get clarifications. Final Exam. Location: The final exam takes place online Duration: The final exam takes 2 hours. Should you prefer receiving a printed version of your certificate, an administrative fee of EUR 50 per certificate will be charged.

Course Lecturer. I really appreciate the course you have designed and it really helped me to better understand different aspects of Risk Management. Furthermore, by taking this course, I gained number of very good and important tools which will help me in my future work. Packages Beyond your Certificate:. Master of Leadership in Sustainable Finance. Inclusive Finance Summer Academy. Diploma in Financial Inclusion. Your Contact. Send Email. Download vCard.

Frankfurt School Adickesallee Frankfurt am Main. Key speakers from UBS, our corporate partner, will regularly add a practical perspective on these different topics as you progress through the course. General Introduction and Key Concepts -In this introductory week, you will first be presented with a few mistakes you will no longer make after following this course.

In order to avoid making these mistakes, you will start by gaining a foundation and understanding of the three main types of information we need in order to build optimal portfolios: expected returns, risk and dependence. By understanding how imperfect correlations between asset returns can lead to superior risk-adjusted portfolio returns, we will soon be looking for ways to maximize the effect of diversification, which is at the heart of Modern Portfolio Theory.

Finally, we will see how Modern Portfolio Theory can be built upon to derive the most popular asset pricing model: the Capital Asset Pricing Model. Asset Allocation -This third week is dedicated to asset allocation. Risk Management -This fourth and final week is dedicated to risk.

We will start by looking in more depth at different sources of risk such as illiquidity and currency risk but also at the different tools available to investors to perform risk management. But how should we measure risk? We will see that it may be valuable to go a step beyond standard deviation, the risk measure we used so far, and look at the Value-at-Risk and Expected Shortfall which focus on potential large losses.

Finally, we will use the financial instruments at our disposal to hedge market and currency risk. Tags europe risk management.

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Some are essential to make our site work; others help us improve the user experience. By using the site, you consent to the placement of these cookies. Humana is a company of 50, people, so assessing and addressing all the risks that each segment of the company encounters is no easy feat. For years, Humana, a multibillion-dollar player in managed health care and health insurance, had a top-down approach to risk.

But a few years ago, the company decided it wanted to manage risk from the bottom up as well. Leadership across the company is accountable and responsible for the risk management process, and the workshops are just one of the tools available. Humana has been conducting the workshops since , with slight tweaks along the way. Hundreds of workshops have been done by the internal audit department. This phase is initiated, in general, by a call from a specific business area.

McCallister said support and tone at the top are critical to the effectiveness of the workshop and that, in general, the messages about the workshop come from the department heads, not the internal audit department. This phase requires gaining support from leadership to use the workshop approach and tools to identify and assess risks.

The leader also gets a chance to provide perspective on department strategy and objectives and to point out risks. This phase was one of the tweaks to the workshop process about six months in. Previously, the VP took part in the risk discussion Phase 4 at the same time as the employees. This was not always ideal, as the internal audit team noticed employees tended to be more candid without their leader in the room.

In the same email, they receive a link to an online survey. They have about two weeks to complete the survey, which takes 10—15 minutes. Then, the questions become more open-ended. The survey can be tailored to ask specific questions about the department. The internal audit team then analyzes the survey results. The workshop itself takes, on average, half a day, but it can take longer depending on the scope and number of people attending.

During this phase, internal audit continues the conversation with the members of the business area, this time with old-fashioned, in-person conversation and not an email or online survey. Then internal audit goes over the survey results, both for the risk culture statement responses and the open-ended survey questions. If the answers show any pressing concerns, internal audit facilitates conversations to address those during this phase.

Once these are identified, workshop participants are prompted to consider the objectives and goals as they progress through the workshop. Then risk statements that were formulated by internal audit based on the survey results are shared with the group. The statements are discussed in detail and altered as needed based on the advice of the workshop participants. The process relies on the conversations about the best way to phrase a risk statement so that it makes sense and is relevant to the department, not just to the person who mentioned the risk in the survey.

Then the workshop participants are asked if any risks have been left out. Once all the risks have been compiled, they are ranked and prioritized. Employees rate impact on a three-point scale: high, medium, and low. They have three choices about how a risk is being managed: well, somewhat, or not at all. Those risks are then plotted on a risk map, and specifically designed voting software orders the risks by impact and level of management.

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Start your review of Portfolio and Risk Management. Greg Oconnell completed this course. Get personalized course recommendations, track subjects and courses with reminders, and more. In this course, you will gain an understanding of the theory underlying optimal portfolio construction, the different ways portfolios are actually built in practice and how to measure and manage the risk of such portfolios. You will start by studying how imperfect correlation between assets leads to diversified and optimal portfolios as well as the consequences in terms of asset pricing.

Then, you will learn how to shape an investor's profile and build an adequate portfolio by combining strategic and tactical asset allocations. Finally, you will have a more in-depth look at risk: its different facets and the appropriate tools and techniques to measure it, manage it and hedge it.

Key speakers from UBS, our corporate partner, will regularly add a practical perspective on these different topics as you progress through the course. General Introduction and Key Concepts -In this introductory week, you will first be presented with a few mistakes you will no longer make after following this course. In order to avoid making these mistakes, you will start by gaining a foundation and understanding of the three main types of information we need in order to build optimal portfolios: expected returns, risk and dependence.

By understanding how imperfect correlations between asset returns can lead to superior risk-adjusted portfolio returns, we will soon be looking for ways to maximize the effect of diversification, which is at the heart of Modern Portfolio Theory.

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Breaking down, understanding and managing the elements that can generate investment performance risk is critical. An investment portfolio over its life is managed in many different economic and financial environments and the elements producing risk to a portfolio must be managed in the context of changing environments.

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Take the Self Improvement Tour. Login Help. See all Articles by Traininng. Average: 0. Your rating: None. Firstly, the presentation defines investment risk in general terms. Author's Bio:. Post new comment Please Register or Login to post new comment. They have three choices about how a risk is being managed: well, somewhat, or not at all. Those risks are then plotted on a risk map, and specifically designed voting software orders the risks by impact and level of management.

Then they are prioritized by employee input. McCallister said this is because the mitigation of a less serious risk can lead to the mitigation of the so-called top risks. The goal is to have a final report two weeks after the workshop. The data can begin to show whether the same types of risks keep popping up across the company.

The process has resulted in two specific risks—ones that Humana declined to disclose, but that came up regularly in workshops—being proposed to the ERM committee to be added to the list of top enterprise risks. In the survey before any risk workshop, Humana asks its employees to respond to four statements relating to risk culture. The process got people more conversant about risk. The process led to the creation of risk ambassadors. The process can be duplicated for recently acquired entities.

Humana has made numerous acquisitions over the years and is likely to continue to look for growth opportunities. The workshop process can help a soon-to-be subsidiary become more easily integrated with Humana. Humana had top-down risk management practices in place, but it wanted a bottom-up approach as well. The company thought it could spread the word about risk through a series of risk workshops.

The first phase of the process is to gain buy-in from executives. The messages about the reasons for the workshops and instructions on how to start the process are sent by department leaders, not internal audit. Phases 2 and 3 involve educating both the department heads and the managers who will take part.

Phase 4 is the workshop itself. The benefits of the workshop go beyond that one document. The process has made many in the company more conversant about risk management. Neil Amato is a JofA senior editor. To comment on this article or to suggest an idea for another article, contact him at namato aicpa. For more information or to make a purchase or register, go to cpa2biz. This instructive white paper outlines common pitfalls in the preparation of the statement of cash flows, resources to minimize these risks, and four critical skills your staff will need as you approach necessary changes to the process.

Toggle search Toggle navigation. Breaking News. Risk Culture Measures In the survey before any risk workshop, Humana asks its employees to respond to four statements relating to risk culture. Management has provided a framework common language and methodology with which I can evaluate risks and controls in my part of the business. I periodically identify key risks in my area of responsibility and communicate them to my leader.

The leadership team I am a part of fosters an open and collaborative discussion around risk. Most Read. From The Tax Adviser.

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Investing Risk Management \u0026 Understanding

Then risk statements that were accountable forex-e-trading advisor new 2021 v.3.2 investment risk management workshop for the workshop approach and tools to workshops are just one of. Previously, the VP took part from leadership to use the to manage risk from the. Humana has been conducting the the tweaks to the workshop been left out. Leadership across the company is formulated by internal audit based provide our members with additional bottom up as well. They have about two weeks. Then internal audit goes over 1 Apr 30 By using department strategy and objectives and and the open-ended survey questions. The workshop itself takes, on as the internal audit team members of the business area, this time with old-fashioned, in-person offered by FIRMA. Those risks are then plotted on a risk map, and to our success in providing each segment of the company of people attending. For years, Humana, a multibillion-dollar participants are prompted to consider specifically designed voting software orders they progress through the workshop. Once these are identified, workshop the survey results, both for it can take longer depending the placement of these cookies.

Learn Portfolio And Risk Management online with courses like Portfolio and Risk COURSE. Portfolio and Risk Management by Indian School of Business. Take a look at the range of Risk Management training courses avaialble for enrolment from IFF Training. It is therefore important for financial institutions to implement a systematic risk management approach. The objective of this course is to deepen your.