Scuola di Economia e Management
Laboratorio Esperienziale
Academic Year 2018/19 Second Semester
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Learning Objectives
The modern concept of family office has its roots in the 19th century, thanks to the insights of people such as art collector JP Morgan and the Rockfellers, who founded their own family office to manage their family assets.
Today, family offices – different kind of organizations which manage large private fortunes -- are among the most active and fast-growing segments of the wealth management industry, with over 10,000 firms (as estimated by EY in its 2016 EY Family Office Guide) in a market worth 5.1 trillion USD (Source: UBS Group/ Pricewaterhouse Coopers).
The purpose of this course is to give participants a good understanding of this industry’s background and to make them familiar with notions such as risk profiling, investment process and consolidation of complex portfolios pertaining to the same family. In other words, we aim to give participants an edge in terms of knowledge.
Traditional class lectures with simulation games (risk profiling, investment committee and portfolio simulation).
Course Evaluation
Final in-class exam, together with the simulation game for students attending the course.
Syllabus
Session 1 Hours of lesson: 3 Instructor: E. Vitali | Topics: Family office industry, services, and activity: Overview of the industry of FO, its positioning within the wealth management industry and its main activities. How FOs can be independent and transparent, while offering a tailor-made service. Readings: |
Session 2 Hours of lesson: 3 Instructor: E. Vitali | Topics: Client risk profiling: The regulatory framework and its impact on client’s risk profiling, how to combine them. In-class risk profiling simulation. Readings: |
Session 3 Hours of lesson: 3 Instructor: E. Vitali | Topics: Investment process: theory and asset allocation: main steps of the investment process, the investment committee. Simulation of an investment committee and definition of the asset allocation (both strategical and tactical) in a roundtable with the class. Readings: |
Session 4 Hours of lesson: 3 Instructor: M. Casini | Topics: Investment process: portfolio consolidation and risk management: implementation of the asset allocation in the portfolio, the role of bond, stock and fund picking. Performance measurement and risk management, how the latter can reframe the portfolio. Portfolio audit, consolidation of portofolios. Readings: |
Session 5 Hours of lesson: 4 Instructor: F. Panelli | Topics: Portfolio simulation game and course conclusion: We will involve the class in a simulation game, asking gropus of students to build their own portfolio within the above-defined framework. The class will end with a note on the manager-related risk. Readings: |