Portfolio Optimization Workshop - Advanced Active Portfolio Management

Issued by Zurich Insurance

The Portfolio Optimization Workshop is part of the Advanced Active Portfolio Management program at Zurich. It equips the learner with the insights to make the most of their responsibilities in managing a portfolio of risks, enabling them to contribute effectively to setting strategy, tactical planning, and the overall performance of their business unit. The target audience is Master-, Leader- and Specialist Career level for Senior Portfolio Underwriter and Actuary.

Type Learning
Level Advanced
Time Hours

Skills

Analytical Ability
Assessing And Developing Own Portfolio Leadership Skills
Portfolio Management Skills
Strategic Decision-Making Skills
Underwriting Profitability Skills To Manage And Optimize An Effective Portfolio

Earning Criteria

The learner has actively participated on all 6 mandatory modules of the Portfolio Optimization workshop. Finally, the learner has presented a personal priority plan of actions for implementing on their own portfolio back at work.