Competency Details ( Asset Management ) | Financial Academy

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Financial Skills Framework

Skills Dictionary

Asset Management

Technical Skills

The knowledge of the types of investment assets. Demonstrate understanding of profitability assessment of assets and the ability to operate and manage them effectively.

Skill Code: T051

Level 1

Develops a basic understanding of the different types of asset classes. Demonstrates basic knowledge of the identification of tools and techniques with relation to investment assets analysis.

Level 2

Uses specialised knowledge to distinguish between the different types of asset classes and demonstrates an understanding of the costs, risks and returns, as related to the various types of the investment assets.

Level 3

Determines which types of investment assets would be profitable for the client’s interest and provide information on the most suitable opportunities. Uses the tools and techniques in place to analyse profitability and forecast demand on the different types of investment assets.

Level 4

Uses full knowledge to lead multiple teams regarding the assessment of multiple asset classes, and shares own expertise across the departments. Identifies the appropriate asset performance indicators and advises on the portfolio diversification to maximise client’s profitability.

Level 5

Applies subject matter expertise and provides advice to the organisation with regard to the implications of the selected asset classes on the investment strategy. Reviews and influences asset formation and/or acquisition policies to achieve optimum performance in the asset life cycle.