Portfolio A – Management in uncertain times

Portfolio A – Management in uncertain times – S & P training – Product No. A04

> Broad diversification as the best protection against credit losses in the Portfolio A

> The cards are being reshuffled – investments in industrialized and emerging countries are sure to hit

> Achieve stable returns with real estate in German regional centers

> You receive guidelines for prudently and investment-safe investment decisions

Target Group – Portfolio A – Management in uncertain times

Board members, managing directors and executives at banks, financial service providers, insurance and pension funds, leasing and factoring

Executives and specialists in the areas of portfolio A, treasury, risk controlling and credit back office

Your benefit – Portfolio A – Management in uncertain times

> Is it necessary to adjust the Depot A strategy?

> Bonds, covered bonds and classic Pfandbriefe put to the test!

> 5% return – regional real estate centers instead of Big 7 locations

> Safe Depot A decisions: Deliberately limit liability risks in the low-interest phase

Your advantage – Portfolio A – Management in uncertain times

Each participant receives the following S & P products:

+ Muster Portfolio A’s with development trends at banks and savings banks

+ Reports on industrialized and emerging countries

+ Analysis of corporate bonds of the indices CECE (Eastern Europe), Nordic, FT 30 (UK) and EURO STOXX

+ Adjusting screws and key figures for self-managed real estate

+ Guideline “§25 KWG new: Audit-proof business organization in the Portfolio A”

Seminars and seminar locations – Portfolio A – Management in uncertain times

You will find our seminars “Portfolio A – Management in uncertain times” in Berlin, Hamburg, Hanover, Münster, Cologne, Dusseldorf, Frankfurt am Main, Leipzig, Dresden, Stuttgart, Munich, London, Vienna, Salzburg and Innsbruck. The next dates can be found under seminar dates.

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Program – Portfolio A – Management in uncertain times

Is it necessary to adjust the Depot A strategy? – Portfolio A – Management in uncertain times

> Impact of Basel III and CRR: future capital adequacy for government bonds, corporate bonds and covered bonds

> Liquidity transfer pricing system: taking into account liquidity spreads in the deposit business

> Do Portfolio A structure and liquidity structure match?

> Dealing with the low-interest phase – which investment alternatives are there?

> Portfolio A portfolios at banks and savings banks: Structure and development trends

> Development of a model Portfolio A with the market opinion of the seminar participants

The participants receive the following S & P products:

+ Muster Portfolio A`s with development trends at banks and savings banks.

Bonds, covered bonds and classic Pfandbriefe put to the test! – Portfolio A – Management in uncertain times

> Rating trends for unsecured bonds, covered bonds and mortgage bonds

> The cards are shuffled! Investment decisions in industrialized and emerging countries

> Financial markets are discovering asset encumbrance – Are the risks of unsecured bonds adequately priced?

> Development of the investment category Corporate Bonds – Focus on Eastern Europe, UK, Central and Northern Europe

Current reports on industrialized and emerging countries are provided.

The participants receive the following S & P products:

+ Analysis of corporate bonds of the indices CECE (Eastern Europe), Nordic, FT 30 (UK) and EURO STOXX.

5% return – regional real estate centers instead of Big 7 locations – investment strategies of institutional investors – price development at top European locations – portfolio A – management in uncertain times

> Stable returns with real estate in German regional centers

> Moving away from externally managed funds to self-managed real estate portfolios

> What are the regulatory requirements for self-managed real estate companies?

The participants receive the following S & P products:

+ Case studies for the calculation of investment decisions

+ You will receive adjustment screws and key figures for the development of self-managed real estate as a further asset class in the depot A.

Safe Portfolio A decisions: Specifically limiting liability risks in the low-interest phase – Portfolio A – Management in uncertain times

> §25 KWG new / MaRisk 5.0: Extended Due Diligence in Portfolio A Decisions

> Business Judgment Rule: Guidelines for Limiting Liability Risks in Custody A

> Make investment and investment decisions in uncertain times

> Process flow and interfaces between treasury, credit back office and risk controlling

> New regulatory requirements for the risk management of special funds

> Reliability of employees: from new hiring to ongoing assessment

The participants receive the following S & P products:

+ Guideline “§25 KWG new: audit-proof business organization in the Portfolio A”