Multi-asset Investing Simulation

This exciting simulation provides a great introduction to the key asset classes in fund management

In simulation, participants take on the role of a Fund Manager running a $100m multi-asset fund and are given a benchmark to manage against.

In our Multi-asset Investing Simulation… 

Participants, in teams, make tactical asset allocation decisions based on economic and sector data that changes on a quarterly basis. Working on behalf of their fiduciary, individual and institutional clients, the fund needs to be rebalanced on a quarterly basis based on news flow around economic and sector information. Comprised of equities, bonds and cash, the fund is run on a segregated basis against a composite benchmark.

Learning outcomes include:

Summarise the key products and solutions offered in a multi-asset fund

Summarise the key products and solutions offered in a multi-asset fund

Identify how economic conditions and market news can affect the asset allocation process

Identify how economic conditions and market news can affect the asset allocation process

Explain the behaviour of asset classes in economic cycles

Explain the behaviour of asset classes in economic cycles

Describe the importance of sector selection when a fund manager balances risk and return trade-offs

Describe the importance of sector selection when a fund manager balances risk and return trade-offs

Summarise how fund performance is calculated, outlining key fund management metrics such as relative return, Sharpe ratio, and Information ratio

Summarise how fund performance is calculated, outlining key fund management metrics such as relative return, Sharpe ratio, and Information ratio

Get in touch today for a demo of our Multi-asset Investing Simulation

Get in touch today for a demo of our Multi-asset Investing Simulation