Catalog - Portfolio Management (PFM) Introduction

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2025-09-06-PFM

Portfolio Management (PFM) Introduction

CHF 350.00 (excl. 8.1% MwSt)

Description

Learn the concepts of the portfolio management object model, along with other PFM objects, and the concepts behind the restriction engine. The course imparts knowledge on how centralized and de-centralized portfolio management for retail, private banking and institutional banking clients is achieved with the Avaloq Banking System.
Note that this course is ACP-centric and not covering the Standalone Digital Products implementation of the PFM applications.

Objectives

  • Understand wealth management service type
  • Be able to provide a high level description of discretionary portfolio management
  • Describe Avaloq PFM object modelling
  • Know the Avaloq restriction engine and rebalancing engine
  • Understand the PFM desk, PFM reports, and aggredated dashboards

Overview

06/09/2025 – 06/10/2025
6 hours of self-study
Online
English
Max. 30

Subjects

Anyone Portfolio Management (PFM) Introduction Introductory courses
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