Für Finanzdienstleister, Finanzberater und Versicherungsmakler


SEMINAR: Grundlagen der Portfolio-Optimierung

Professionelle und kosteneffiziente Vermögensplanung für Ihre Kunden im Handumdrehen


So erhöhen Sie das Renditepotenzial für Ihre Kunden:
  • Grundlagen der modernen Portfoliotheorie
  • Assetklassen und ihr Korrelationsverhalten
  • Risikoanalyse, Performance-Potenzial und Renditeoptimierung
  • Portfolio-Optimierung am Beispiel von Fonds und Fondsgebundenen Lebensversicherungen


NÄCHSTER TERMIN

18.11.2015, Wien
von 8:30 Uhr bis 17:00 Uhr
€ 395,- exkl. MwSt. Forum Vorteilspreis

Ihre Trainer:

Dr. Miro Mitev, Dr. Heinrich Wohlfart

Jetzt anmelden



UNSER TIPP FÜR SIE!

Für Ihr Gesamterlebnis empfehlen wir Ihre Laptops mitzubringen, um das Gelernte direkt in der Praxis zu verdeutlichen und anzuwenden.
Hierfür stellen wir Ihnen für die Dauer des Seminars einen Testzugang zur Verfügung.

ÖPWZ, Rockhgasse 6, 1010 Wien, +43 1 533 86 36 - 0
www.opwz.com
 
 

  • »Julius Caesar "People readily believe what they want to believe."
  • »George Bernard Shaw "When a thing is funny, search it carefully for a hidden truth."
  • »Charlie Chaplin "The saddest thing I can imagine is to get used to luxury."
  • »Lord Beaverbrook „Business is more exciting than any game“
  • »Nikita Khrushchev "If you live among wolves you have to act like a wolf."
  • »Joe E. Lewis "You only live once - but if you work it right, once is enough."
  • »Theodor Seuss Geisel "Don't cry because it's over. Smile because it happened."
  • »Izaak Walton "No man can lose what he never had."
  • »Franklin P. Jones "The trouble with being punctual is that nobody's there to appreciate it."
  • »Sir Winston Churchill "Everyone has his day and some days last longer than others."
  • »Benjamin Franklin "The eye of a master will do more work than both his hands."
  • »Adam Smith "All money is a matter of belief."
  • »Rose Kennedy "Life isn't a matter of milestones, but of moments."
  • »Chamfort "The most wasted day of all is that on which we have not laughed."
  • »Mark Twain "Few things are harder to put up with than the annoyance of a good example."
  • »Erica Jong "Advice is what we ask for when we already know the answer but wish we didn't."
  • »Plato "Be kind, for everyone you meet is fighting a hard battle."
  • »Winston Churchill "A fanatic is one who can't change his mind and won't change the subject."
  • »Thomas H. Huxley "The great tragedy of Science - the slaying of a beautiful hypothesis by an ugly fact."
  • »Xenophon "Fast is fine, but accuracy is everything."
  • »Baltasar Gracian "Exaggeration is a department of lying."
  • »Amy Tan "If you can't change your destiny, change your attitude."
  • »Heywood Broun "Posterity is as likely to be wrong as anyone else."
  • »Albert Einstein "I never think of the future. It comes soon enough."
  • »Billie Jean King "Champions keep playing until they get it right."
  • »Saint Augustine "Patience is the companion of wisdom."
  • »Thomas Jefferson "I'm a great believer in luck, and I find the harder I work the more I have of it."
  • »Samuel Johnson "Do not accustom yourself to use big words for little matters."
  • »Sophocles "How dreadful it is when the right judge judges wrong."
  • »John Dewey "We can have facts without thinking but we cannot have thinking without facts."
  • »Mary Kay Ash "If you think you can, you can. And if you think you can't, you're right."
  • »Benjamin Franklin "Speak little, do much."
  • »Jimi Hendrix "Knowledge speaks, but wisdom listens."
  • »Richard Branson "Business opportunities are like buses; there’s always another one coming."
  • »Henry Wadsworth Longfello "It takes less time to do a thing right than it does to explain why you did it wrong."
  • »Queen Victoria "We are not interested in the possibilities of defeat."
  • »Mo Udall "If you can find something everyone agrees on, it's wrong."
  • »Edith Wharton "True originality consists not in a new manner but in a new vision."
  • »T.S. Eliot "A tradition without intelligence is not worth having."
  • »Arthur Schopenhauer "Talent hits a target no one else can hit; Genius hits a target no one else can see."
  • »Alexander Pope “The most positive men are the most credulous”
  • »William Shakespeare "You must take your chance."
  • »Robert Louis Stevenson "No man is useless while he has a friend."
  • »Benjamin Disraeli "There are three kinds of lies: lies, damned lies, and statistics."
  • »Woodrow Wilson "I not only use all the brains that I have, but all that I can borrow."
  • »Havelock Ellis "Imagination is a poor substitute for experience."
  • »John D. MacDonald „Friendships, like marriage, depend on avoiding the unforgiveable“
  • »Cardinal de Retz "A man who doesn't trust himself can never trust anyone else."
  • »Alexander Pope "Some praise at morning what they blame at night."
  • »Jean Piaget "Equilibrium is the profoundest tendency of all human activity."
  • »Napoleon Bonaparte “There are two levers for moving men – interest and fear”
  • »Elizabeth Barrett Brownin "Measure not the work until the day's out and the labor done."
  • »Orisen Swett Marden "All men who have achieved great things have been great dreamers."
  • »Jean Houston "We all have the extraordinary coded within us, waiting to be released."
  • »Diane Von Furstenberg "Life is a risk."
  • »Henry Miller "One's destination is never a place but rather a new way of looking at things."
  • »Lauren Bacall "Imagination is the highest kite one can fly."
  • »Charles Darrow "Every child ought to be more intelligent than his parents."
  • »Moliere "One should eat to live, not live to eat."
  • »George Bernard Shaw "Lack of money is the root of all evil."
  • »Arthur Koestler "The more original a discovery, the more obvious it seems afterwards."
  • »Andre Gide "It is better to be hated for what you are than to be loved for what you are not."
  • »Aristotle "Pleasure in the job puts perfection in the work."
  • »Alfred Adler "It is easier to fight for one’s principles than to live up to them."
  • »Thomas Jones "Friends may come and go, but enemies accumulate."
  • »Anais Nin "We don't see things as they are, we see things as we are."
  • »Albert Schweitzer "Happiness is nothing more than good health and a bad memory."
  • »George Herbert "Life is half spent before we know what it is."
  • »Arthur C. Clarke "Any sufficiently advanced technology is indistinguishable from magic."
  • »Madeleine L'Engle "The great thing about getting older is that you don't lose all the other ages you've been."
  • »Steve Wozniak "Never trust a computer you can't throw out the window."
  • »Dr. Samuel Johnson "Love is the wisdom of the fool and the folly of the wise."
  • »Kobi Yamada "Follow your dreams. They know the way."
  • »Constantine Peter Cavafy "You must pray that the way be long, full of adventures and experiences."
  • »Joseph Joubert "The direction of the mind is more important than its progress."
  • »Dobie Smith "Noble deeds and hot baths are the best cure for depression."
  • »Ralph Hodgson “Some things have to be believed to be seen”
  • »Mark Twain "You can't depend on your eyes when your imagination is out of focus."
  • »Eugene O'Neill "Man's loneliness is but his fear of life."
  • iQ-FOXX Indices
    aim to achieve attractive
    above-average return.
    Absolute Returns
  • iQ-FOXX Indices
    have low correlation with
    traditional asset classes.
    Low Correlation
  • iQ-FOXX Indices
    apply dynamic exposure
    across asset classes.
    Smart Beta
  • iQ-FOXX Indices
    use forecast signals based on economic,
    fundamental and technical factors.
    Forward Looking
  • iQ-FOXX Indices
    generate Alpha by
    managing Beta.
    Generation of Alpha
  • iQ-FOXX Indices
    are based on extensive
    research over decades.
    Know-How
  • iQ-FOXX Indices
    are designed to
    reduce draw-downs.
    Risk Overlay
  • iQ-FOXX Indices
    track the performance of transparent
    alternative beta and alpha strategies.
    Transparent
  • iQ-FOXX Indices
    can be replicated into your
    portfolio by just a mouse click.
    Investable
  • iQ-FOXX Indices
    offer diversification to
    stocks and bonds.
    Diversification
  • iQ-FOXX Indices
    focus on the most liquid
    markets worldwide.
    Liquidity
  • iQ-FOXX Indices
    are based on an innovative and
    proprietary forecast methodology.
    Innovative
  • iQ-FOXX Indices
    provide an independent view
    about future market direction.
    Independent