Investment management - portfolio allocation

2.3.4 Investment management – portfolio allocation

Description of role

Responsible for investment allocation for various portfolios based on proposed strategies and managing the risk surrounding it.

Core skills

Knowledge of the key approaches to investment allocation for bond, equity and balanced portfolios including asset class, geographical area, currency etc.
Ability to identify the main aims and investment characteristics of the main cash, bond and equity portfolio management strategies and styles
Knowledge of how portfolio risk and return are evaluated including holding period return, total returns and its components, standard deviation, volatility etc.
Knowledge of portfolio risks and their implications for investors including systemic, non-systemic, market, liquidity and credit risks
Knowledge of the core principles for risk mitigation including correlation, diversification, active and passive strategies, hedging and immunisation
Ability to filter investments based on Sharia compliance criteria
Ability to analyse Sharia complaint vs. prohibited activities of companies

Qualification and/ or certification

QFSQF Level 3
QFMA CISI (mandatory)
- International Introduction to Securities and Investment
- QFMA Rules and Regulation
- International Introduction Award
- International Certification in Investment Management
Relevant certification
Relevant experience

Industry knowledge

Knowledge of Sharia compliant capital markets products and services

Regulatory compliance of role

Knowledge of relevant laws and regulations governing asset management activities of regulated financial institutions

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