CFA Institute and EDHEC-Risk Institute Extend Seminar Offering to Three Continents
London, October 15, 2009 – In an effort to better serve the investment management community, CFA Institute and EDHEC-Risk Institute have reinforced their executive education partnership to offer their Advances in Asset Allocation seminar in London, New York, and Singapore.
“Having learned through the recent crises about the limited payoffs and significant risks of excessive reliance on asset selection models, and having witnessed the failure of diversification as sole risk management approach, investment managers and institutional investors are showing unprecedented interest in dynamic asset allocation and risk management approaches as a source of performance,” explains Professor Lionel Martellini, Scientific Director of EDHEC-Risk Institute and course leader.
“Incorporating the latest research by EDHEC-Risk, the Advances in Asset Allocation seminar provides participants with an in-depth appreciation of the concepts and techniques needed to introduce hard risk constraints into asset allocation and create new risk-controlled investment solutions,” he adds.
The seminar is intended for investment management professionals who give advice on or participate in the design and implementation of asset allocation policies and portfolio models, and for sell-side practitioners who develop new asset management and ALM solutions for investors. Previous seminars, in 2008 and 2009, have attracted more than 150 senior participants from a large cross-section of buy- and sell-side institutions in twenty-four countries worldwide.
“We at CFA Institute are very pleased to continue our executive education partnership with EDHEC-Risk Institute. Its focus on asset allocation and risk management has been vindicated by recent market events and this Advances in Asset Allocation seminar provides a conceptual framework for the future of the industry and delivers practical tools to improve portfolio construction, asset allocation, and risk management“, says Dennis McLeavey, CFA, head of Education, EMEA, at CFA Institute.
“The seminar is presented in a highly accessible manner by an instructor who combines academic expertise and industry experience, and we are delighted to offer it on three continents“, he adds.
The next sessions of the seminar will take place at the following dates and locations:
London, December 1-3, 2009
Singapore, May 18-20, 2010
New York, July 13-15, 2010
To participate please contact Mélanie Ruiz at or on +33493187 819.
ENDS
Media Contacts:
Steve Wellard, CFA Institute:Mélanie Ruiz, EDHEC:
Tel.: + 44 (20) 7531-0755Tel.: +33 (0) 4 93 18 78 18
E-mail: E-mail:
Notes to Editors
CFA Institute
CFA Institute is the global, not-for-profit professional association that administers the Chartered Financial Analyst® (CFA®) curriculum and examination programme worldwide, publishes research, conducts professional-development programmes, and sets voluntary, ethics-based professional and performance-reporting standards for the investment industry. As part of its commitment to professional excellence, it has developed the Advances in Asset Allocation Seminar jointly with EDHEC-Risk specifically for senior-level investment professionals. CFA Institute has more than 100,000 members in 139 countries and territories, including the world’s 88,000 charterholders, as well as 136 affiliated professional societies in 57 countries and territories. More information may be found at
About EDHEC
EDHEC-Risk Institute is an offshoot of EDHEC Business School. With 110 permanent professors and researchers and over 5,000 students, EDHEC is one of the leading business schools in Europe. Founded in 1906, it has earned the triple crown of international academic accreditations (AACSB, EQUIS, and Association of MBAs accreditations) EDHEC-Risk does world-class academic research and highlights its applications to the investment management industry. Its team of forty-six researchers carries out ten industry-sponsored programmes focusing on asset allocation and risk management in the traditional and alternative investment universes. EDHEC-Risk systematically seeks to validate the academic quality of its research through publications in leading scholarly journals and has a policy of optimising exchanges with the industry. It maintains a website ( devoted to asset management research for professionals, circulates a monthly newsletter to over 350,000 practitioners, conducts regular industry surveys and consultations, organises research conferences for the industry, and delivers executive education programmes to hundreds of institutions yearly.