Portfolio, investment management seminar for BoV financial advisors

Investment management techniques and portfolio management came under the spotlight at a one-day Bank of Valletta seminar for its financial advisors.

Participants were exposed to various investment management techniques that serve to instigate a more insightful understanding of portfolio management.

The seminar included an interactive "bourse hame", where participants were grouped in teams and provided with a fictitious client profile and portfolio of €1million for a hands-on exercise in investment and portfolio management. Teams were asked to invest the €1 million in line with best practices, making the most of the market while applying the portfolio management techniques discussed during the seminar.

After presenting the winning team with their trophy Charles Borg, Chief Officer Financial Markets and Investments, said: "The ever-increasing pool of financial advisors at our branches can provide added-value service to customers wishing to transact in equities and bonds directly from our branches."