Portfolio management seminar for BoV financial advisers

Bank of Valletta recently organised a one-day seminar for its financial advisers, where investment management techniques and portfolio management were discussed. The group was exposed to various investment management techniques that serve to instigate...

Bank of Valletta recently organised a one-day seminar for its financial advisers, where investment management techniques and portfolio management were discussed.

The group was exposed to various investment management techniques that serve to instigate a more insightful understanding of portfolio management.

The seminar included an interactive bourse game, whereby participants were grouped in teams and provided with a fictitious client profile and portfolio of €1 million in a hands-on exercise in investment and portfolio management.

Individual teams were given the challenge to invest the €1 million in line with best practices, making the most of the market while applying portfolio management techniques. The winning team was presented with a trophy by Charles Borg, chief officer for financial markets and investments.

Speaking during the presentation Mr Borg raised such interactive experiences, saying participants were exposed to practical situational events in a competitive environment that instigate the provision of service excellence in the investment sector.

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