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Building on Portfolio Management I, this course explains in greater detail how to value fixed income and equity securities, and explains the roles of global investing, emerging markets, alternative in ...

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Credit portfolio managers are concerned not only with the stand-alone risk of individual loans but also with portfolio risk. This is the risk that comes with combining loans into a single portfolio, s ...

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Credit portfolio managers are concerned not only with the stand-alone risk of individual loans but also with portfolio risk. This is the risk that comes with combining loans into a single portfolio, s ...

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Advisors will hear from four Senior Investment Portfolio Managers how they effectively deal with volatility in client accounts and how advisors can better react to market downturns. Later, the Portfol ...

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This course defines a portfolio of securities and explains how to track its performance through portfolio returns.

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Portfolio returns only gain real significance when the amount of risk taken to obtain those returns is considered. This course assesses risk by measuring the way portfolio returns have fluctuated over ...

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For the first time in years, inflation just rose to hit the Fed's target rate. How will inflation affect the survival of retiree portfolios in the years ahead? This presentation reviews survival rates ...

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This module covers monitoring portfolio performance and understanding the progress your portfolio is making towards achieving of the goals and objectives of your organization. Identify actions that ca ...

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This module covers the following topics: Risk, and the role it plays in portfolio management; The relationship between risk and return; and widely-used risk measurement techniques.

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In this module, we're going to learn about volatility and duration. There's a few scary math equations on the horizon, but the concepts involved in this module are more important than the calculations ...

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With 10,000 new retirees a day, how can you best serve clients’ retirement advice? What kind of retirement income planning advice do clients want? This presentation is based on web-surveys and intervi ...

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This course provides leaders at all levels with an introduction to the science and practice of well-being.

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We are operating in a VUCAS world – volatile, uncertain, complex, ambiguous, and speedy. Your organizations need more than a budget to guide them into a successful future – they need a business GPS.  ...

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SEI Archway staff will provide guidance around effective use of the ATWeb application. Sessions offered during the conference include: Building Efficiency in Accounts Payable How Exactly Is My Data Ge ...

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Governmental organizations should use risk assessments to identify the areas with the greatest demands and largest dangers. These risks can subsequently be reduced by improved internal control, increa ...

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As tax season comes to a close, tax practitioners often find themselves with a brief respite before the next wave of responsibilities begins. This period presents an excellent opportunity for practiti ...

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Agenda: Jeffrey N. Rothleder, Partner Arent Fox LLP Setting up the trust nuts and bolts Pre-confirmation issues relating to the trust Getting the trust up and running after confirmation of the plan Tr ...

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The Knowledge Group has assembled a team of seasoned professionals, thought leaders and administrators who will help the audience understand the most important aspects of Post-Confirmation Liquidation ...

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GDP for 3Q 2024 came in at a robust 2. 8%, and both the Atlanta and New York Fed models respectively predict a 2.4% and 2% growth rate for the fourth quarter of the year.   Inflation through October w ...

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Data is the backbone of modern decision-making, and PostgreSQL is one of the most powerful tools for managing it. Whether you’re a beginner or transitioning from another database, this course will equ ...

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Data is the backbone of modern decision-making, and PostgreSQL is one of the most powerful tools for managing it. Whether you’re a beginner or transitioning from another database, this course will equ ...

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About the Webinar Discuss the process and complexities associated with selling an ESOP company and the circumstances driving its sale. Learn what constitutes an offer, the parties involved in the tran ...

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Learn how ethical issues arise throughout the life of a file from investigation to prosecution and the impacts of ethical choices by exploring a series of real-life examples. This course provides you ...

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In this session, we will cover 10-15 essential income and estate tax topics that advisors can take back to their clients, ensuring they stay informed on the latest developments. In addition to tax-foc ...

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Power BI is a business analytics service by Microsoft. It aims to provide interactive visualizations and business intelligence capabilities with an interface simple enough for end-users to create thei ...

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In this session, you will learn how to go beyond importing data into Power BI and creating simple reports. Instead, you will learn how to take advantage of some of Power BI's advanced features, includ ...

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Gone are the days of submitting a request to the IT Department and waiting for them to produce a less-than-perfect report. With Power BI you can create those reports yourself, right from your computer ...

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Power BI is a great tool for building reports and dashboards against datasets of any size, but if you’re working with big data you need to make the right choices to be sure of getting good report perf ...

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The course is presented in four parts. First, brief introduction to Power BI, how to install it, and compare Power BI dashboard with Excel charts, and other BI tools: - With Excel: More visuals and ch ...

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In this case study, you’ll take on the role of a business intelligence analyst in an investment bank. The sales and trading team at CFI Capital Partners needs you to develop a customized Power BI repo ...

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In this course, we’ll apply the techniques we’ve seen up to this point to a practical case study featuring Interslice, a Software as a Service company using Power BI to obtain insights into their cust ...

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In this course, we’ll apply the techniques we’ve seen up to this point to a practical case study featuring Interslice, a Software as a Service company using Power BI to obtain insights into their cust ...

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Power BI enables you to learn about Data Analysis Expressions (DAX) and Data Visualization with Power BI Desktop, Power View, and Power Map. It is a business analytics service provided by Microsoft. I ...

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Power BI is a powerful business intelligence tool that empowers organizations. It facilitates improved decision-making and strategic planning in today’s dynamic business environment.Dive into the worl ...

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Power BI is a powerful business intelligence tool that empowers organizations. It facilitates improved decision-making and strategic planning in today’s dynamic business environment. Dive into the wor ...

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Power BI Fundamentals Course Overview In this Power BI Fundamentals online course, we will explore the powerful dashboarding tool, and you’ll learn how to tell meaningful stories with data. We will wo ...

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Excel is among the most widely used business software tool in use today. Yet, most daily users barely scratch the surface of its full potential—getting by with functional, but inefficient spreadsheets ...

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Ever walk into a networking situation and search desperately for someone you know to go talk to?  For most of us, the people we already know are within our comfort zone, so they’re naturally the peopl ...

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This course explores persuasion strategies that help your customers make buying decisions.

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Power Pivot removes many of the limitations and frustrations that users find with creating Pivot Tables in Excel. For example, using Power Pivot you can… Create Pivot Tables from multiple lists/tables ...

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Power Pivot Fundamentals Course Overview This course provides step-by-step instructions for how to set-up a business intelligence dashboard in Excel using the Power Pivot add-on. You’ll learn the key ...