Portfolio Management & Asset Allocation
Construct portfolios with discipline and evidence.
The executive challenge
The problem this program solves
Growth in portfolio management keeps arriving through channels the institution does not fully control — and supervision is asking questions your reporting cannot yet answer. Every partnership signed without governance economics becomes a renegotiation you conduct from weakness. You leave with the frameworks, the analytical artefacts and the sequenced agenda to convert portfolio management pressure into institutional advantage.
Context
Why this matters now
Capability
What you will be able to do
- Diagnose where your institution creates — and destroys — value in portfolio management across the balance sheet.
- Present a portfolio management position to boards and supervisors with evidence they will accept.
- Read the economics of portfolio management like an operator: unit costs, network effects and risk-adjusted return.
- Sequence a portfolio management transformation agenda that a board will fund and a regulator will endorse.
The IPAT Course Standard
The five-day journey
Each day is a deliberate progression in managerial capability — from strategic context, to analytical frameworks, to applied practice, to executive judgement under pressure, to a capstone that produces something your organisation keeps.
IPAT Signature Case™
The Partnership With Two Ledgers
A tier-two African bank has signed a fintech partnership in portfolio management: revenue is shared one way in the contract and recognised another way in the books, and the partner’s conduct is now a supervisory topic. Nobody has reconciled the two ledgers since launch.
Your decision: Renegotiate, ring-fence, or exit the portfolio management partnership — before the supervisor reconciles them for you.
IPAT Data Lab™
A a pan-African insurer cannot see where its book is quietly deteriorating.
Dataset: Synthetic loan-book panel for a pan-African insurer: 80,000 facilities across segments with vintage and behaviour data.
Your task: Segment the portfolio, find concentration and deterioration, and design the repricing and workout response.
A portfolio decision pack presented to the faculty credit committee.
Data → Analysis → Decision, not Data → Code → Certificate
Day 5 · The Capstone
What will you change when you return to work?
Produce a digital finance transformation strategy for your institution: where to play, what to own, which partnerships, and the regulatory posture required.
Methodology
Frameworks you will master
- • IPAT Decision Intelligence Framework™
- • IPAT Transformation Architecture™
- • Value-chain decomposition
- • Risk-adjusted performance measurement (RAROC)
- • Basel-aligned capital and liquidity concepts
Cohorts
Upcoming cohorts
New dates are being scheduled
Register with your preferred start date and our admissions team will match you to the next available cohort — or contact us to arrange an in-house delivery for your organisation.
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