Finance & Banking · Investment Management

WealthBuilder: Asset & Wealth Management

Simulation to teach investment portfolio management, client advisory, asset allocation, fee structure design, and competitive positioning in private banking. Participants lead Patrimonial Asset Management through three strategic decision rounds: portfolio strategy, service model design, and crisis response.

3 rounds Executive

Preview

Who it is for

An advanced simulation for participants used to working with the main frameworks and trade-offs of the subject, designed for executive education and experienced professionals.

How a session runs

  1. The instructor creates a session from the Eureka dashboard and invites the participants.
  2. Participants play 3 rounds. In each one they submit their decisions and the simulation calculates the results. The first round opens with: Portfolio and Asset Allocation Strategy.
  3. The instructor follows each participant's progress and results from the dashboard, and uses the class results for the debrief.

Decisions participants make

The decisions participants make during the simulation:

  • Strategic Asset Allocation Policy
  • ESG Integration Level
  • Alternatives Allocation (PE, Hedge Funds, Real Estate)
  • Risk Management Framework
  • Primary Fee Structure
  • Digital/Robo Investment
  • Service Tier Strategy
  • Client Acquisition Strategy
  • Tactical Rebalancing Response
  • Client Communication Strategy

What participants track

What participants follow on screen as the rounds go by:

  • Competitor Moves

Subjects covered

Designed for courses in Investment Management.

  • Portfolio Theory (Markowitz)
  • CAPM & Factor Models
  • Asset Allocation & Investment Policy

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