Tag Archives: Asset Management

My experience as an Asset Management Sales Assistant for Amplegest

My experience as an Asset Management Sales Assistant for Amplegest In this article, Chloé ANIFRANI (ESSEC Business School, Global Bachelor in Business Administration (GBBA), 2019-2024) shares her professional experience as Asset Management Development Assistant for Amplegest. About the company Amplegest … Continue reading

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My professional experience as a marketing assistant at Auris Gestion

My professional experience as a marketing assistant at Auris Gestion In this article, Ines ILLES MEJIAS (ESSEC Business School, Global BBA, 2020-2024) shares her experience as a marketing assistant at Auris Gestion (France). About the company Auris gestion is an … Continue reading

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Asset allocation techniques

In this article, Youssef LOURAOUI (Bayes Business School, MSc. Energy, Trade & Finance, 2021-2022) presents the concept of asset allocation, a pillar concept in portfolio management. This article is structured as follows: we introduce the notion of asset allocation, and … Continue reading

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Currency overlay

In this article, Jayati WALIA (ESSEC Business School, Grande Ecole Program – Master in Management, 2019-2022) explains currency overlay which is a mechanism to effectively manage currency risk in asset portfolios. Overview Currency risk, also known as exchange-rate risk, forex … Continue reading

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My experience as a credit analyst at Amundi Asset Management

My experience as a credit analyst at Amundi Asset Management In this article, Jayati WALIA (ESSEC Business School, Grande Ecole Program – Master in Management, 2019-2022) shares her apprenticeship experience as an assistant credit analyst in Amundi which is a … Continue reading

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A quick presentation of the Asset Management field…

A quick presentation of the Asset Management field… In this article, Louis DETALLE (ESSEC Business School, Grande Ecole Program – Master in Management, 2020-2023) explains what does an Asset Management company consists in. What does Asset Management consist in? Asset … Continue reading

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Portfolio

In this article, Youssef LOURAOUI (Bayes Business School, MSc. Energy, Trade & Finance, 2021-2022) elaborates on the concept of portfolio, which is a basic element in asset management. This article is structured as follows: we introduce the concept of portfolio. … Continue reading

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Black-Litterman Model

In this article, Youssef LOURAOUI (Bayes Business School, MSc. Energy, Trade & Finance, 2021-2022) presents the Black-Litterman model, used to determine optimal asset allocation in a portfolio. The Black-Litterman model takes the Markowitz model one step further: it incorporates an … Continue reading

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Passive Investing

In this article, Youssef LOURAOUI (Bayes Business School, MSc. Energy, Trade & Finance, 2021-2022) elaborates on the concept of passive investing. This article will offer a concise summary of the academic literature on passive investment. After that, we’ll discuss the … Continue reading

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Beta

In this article, Youssef LOURAOUI (Bayes Business School, MSc. Energy, Trade & Finance, 2021-2022) explains the concept of beta, one of the most fundamental concepts in the financial industry, which is heavily used in asset management to assess the risk … Continue reading

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Alpha

In this article, Youssef LOURAOUI (Bayes Business School, MSc. Energy, Trade & Finance, 2021-2022) elaborates on the concept of alpha, one of the fundamental parameters for portfolio performance measure. This article is structured as follows: we introduce the concept of … Continue reading

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Capital Market Line (CML)

In this article, Youssef LOURAOUI (Bayes Business School, MSc. Energy, Trade & Finance, 2021-2022) presents the Capital Market Line (CML), a key concept in asset pricing derived from the Capital Asset Pricing Model (CAPM). This article is structured as follows: … Continue reading

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Active Investing

In this article, Youssef LOURAOUI (Bayes Business School, MSc. Energy, Trade & Finance, 2021-2022) elaborates on the concept of active investing, which is a core investment strategy that relies heavily on market timing and stock picking as the two main … Continue reading

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Smart Beta industry main actors

In this article, Youssef LOURAOUI (ESSEC Business School, Global Bachelor of Business Administration, 2017-2021) presents the main actors of the smart beta industry, which is estimated to represent a cumulative market value of $1.9 trillion as of 2017 and is … Continue reading

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MSCI Factor Indexes

In this article, Youssef LOURAOUI (ESSEC Business School, Global Bachelor of Business Administration, 2017-2021) presents the MSCI Factor Indexes. MSCI is one of the most prominent actors in the indexing business, with approximately 236 billion dollars in assets benchmarked to … Continue reading

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Smart beta 2.0

In this article, Youssef LOURAOUI (ESSEC Business School, Global Bachelor of Business Administration, 2017-2021) presents the concept of Smart beta 2.0, an enhancement of the first generation of smart beta strategies. The structure of this post is as follows: we … Continue reading

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Smart Beta 1.0

In this article, Youssef LOURAOUI (ESSEC Business School, Global Bachelor of Business Administration, 2017-2021) presents the concept of the smart beta 1.0, the first generation of alternative indexing investment strategies that created a new approach in the asset management industry. … Continue reading

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Alternative to market-capitalization weighting strategies

In this article, Youssef LOURAOUI (ESSEC Business School, Global Bachelor of Business Administration, 2017-2021) presents the different alternatives developed to the market-capitalization weighting strategy (buy-and-hold strategy). The structure of this post is as follows: we begin by introducing alternatives to … Continue reading

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Markowitz Modern Portfolio Theory

Markowitz Modern Portfolio Theory In this article, Youssef LOURAOUI (ESSEC Business School, Global Bachelor of Business Administration, 2017-2021) presents Markowitz’s Modern Portfolio Theory, a pioneering framework for understanding the impact of the number of stocks in a portfolio and their … Continue reading

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Smart Beta strategies: between active and passive allocation

Smart Beta strategies: between active and passive allocation In this article, Youssef LOURAOUI (ESSEC Business School, Global Bachelor of Business Administration, 2017-2021) discusses the topic of smart beta strategies and especially the debate about its position as an active or … Continue reading

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