ROUTES: IVASS UPDATE - CONSOB TRAINING
Ivass Thematic Area: Contractual and products
Ivass Area Module: 5. Evaluation of the advantages and disadvantages of the different investment options for policyholders
CONSOB Area of ​​Expertise: Letter K art. 18 ESMA Guidelines

OBJECTIVES

Starting from Markowitz's theory, the course deals with and provides the tools to understand how to build an investment portfolio capable of minimizing risks and maximizing returns.

DURATION

6 hours

CONTENTS

Module 1 - Portfolio selection and performance assessment

  • Asset allocation and the Markowitz model
  • Markowitz model: portfolio consisting of 2 stocks
  • Markowitz model: portfolio consisting of n securities
  • Portfolio performance assessment
  • Performance indicators for risk
  • Dynamics of the world economy
  • End of Module TEST

 

Module 2 - Economic situation and the insurance market

  • Performance of insurance instruments
  • Life insurance - part 1
  • Life insurance - part 2
  • The insurance market
  • The statutory financial statements
  • End of Module TEST

 

FINAL TEST

TECHNICAL REQUIREMENTS:

Acrobat Reader

PDF documents are exported for version 5 but are compatible with later versions of Acrobat Reader released up to the date of update of this file.

Browser

  • Internet Explorer 10
  • Internet Explorer 11
  • Mozilla Firefox
  • Google Chrome

JavaScript enabled

Pop-up blocker disabled

Minimum video resolution

The courses are optimized for a 1024 × 768 display on PCs and tablets of at least 7 inches.

Speakers or headphones (in case of multimedia products)

DATA TRACKING METHOD: SCORM 1.2

Certification / Certificate

Final reports and certificate of use compliant with the provisions of the IVASS Regulation.

DEVELOPMENT TECHNOLOGY:

HTML5

PRODUCED BY:

PIAZZA COPERNICO

Content edited by: Assoreti Training

Teaching: Duccio Martelli

COURSE CODE:

0065_19_04