Acquiring risk management skills

Sessions 1 & 2 of 3: Understanding portfolio risk & Developing risk mitigation strategies

Workshop details

Date: Wednesday, March 28, 2018 Duration: 3 hours Time: Noon ET

Session 1: Understanding portfolio risk (Noon–1 p.m. ET)

  • Risk defined—Discussion identifying risks with investing
  • Diversification—Asset correlation and how to assess a current portfolio's diversification
  • Risk tolerance—How much is too much? Easy considerations everyone should make when assessing their risk tolerance

Session 2: Developing risk mitigation strategies (1:30 p.m.–3:00 p.m. ET)

  • Advanced order types—Stops, trailing stops, and stop limits
  • Protective puts—Strategy introduction of protective puts
  • Beta—Discussion around correlation between assets and benchmarks, and efficient uses of protective puts with a diversified portfolio

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Register for Session 3

Technical analysis in risk management
March 28, 2018
4:00 p.m. – 5:30 p.m. ET



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