Für Finanzdienstleister, Finanzberater und Versicherungsmakler

SEMINAR: Grundlagen der Portfolio-Optimierung

Professionelle und kosteneffiziente Vermögensplanung für Ihre Kunden im Handumdrehen

So erhöhen Sie das Renditepotenzial für Ihre Kunden:
  • Grundlagen der modernen Portfoliotheorie
  • Assetklassen und ihr Korrelationsverhalten
  • Risikoanalyse, Performance-Potenzial und Renditeoptimierung
  • Portfolio-Optimierung am Beispiel von Fonds und Fondsgebundenen Lebensversicherungen


18.11.2015, Wien
von 8:30 Uhr bis 17:00 Uhr
€ 395,- exkl. MwSt. Forum Vorteilspreis

Ihre Trainer:

Dr. Miro Mitev, Dr. Heinrich Wohlfart

Jetzt anmelden


Für Ihr Gesamterlebnis empfehlen wir Ihre Laptops mitzubringen, um das Gelernte direkt in der Praxis zu verdeutlichen und anzuwenden.
Hierfür stellen wir Ihnen für die Dauer des Seminars einen Testzugang zur Verfügung.

ÖPWZ, Rockhgasse 6, 1010 Wien, +43 1 533 86 36 - 0

  • »Constantine Peter Cavafy "You must pray that the way be long, full of adventures and experiences."
  • »John D. MacDonald „Friendships, like marriage, depend on avoiding the unforgiveable“
  • »George Herbert "Life is half spent before we know what it is."
  • »Sir Winston Churchill "Everyone has his day and some days last longer than others."
  • »Sophocles "How dreadful it is when the right judge judges wrong."
  • »Anais Nin "We don't see things as they are, we see things as we are."
  • »Queen Victoria "We are not interested in the possibilities of defeat."
  • »Diane Von Furstenberg "Life is a risk."
  • »Andre Gide "It is better to be hated for what you are than to be loved for what you are not."
  • »George Bernard Shaw "Lack of money is the root of all evil."
  • »Henry Wadsworth Longfello "It takes less time to do a thing right than it does to explain why you did it wrong."
  • »T.S. Eliot "A tradition without intelligence is not worth having."
  • »Dr. Samuel Johnson "Love is the wisdom of the fool and the folly of the wise."
  • »Franklin P. Jones "The trouble with being punctual is that nobody's there to appreciate it."
  • »Alfred Adler "It is easier to fight for one’s principles than to live up to them."
  • »Havelock Ellis "Imagination is a poor substitute for experience."
  • »Winston Churchill "A fanatic is one who can't change his mind and won't change the subject."
  • »Joseph Joubert "The direction of the mind is more important than its progress."
  • »Benjamin Franklin "Speak little, do much."
  • »Richard Branson "Business opportunities are like buses; there’s always another one coming."
  • »Henry Miller "One's destination is never a place but rather a new way of looking at things."
  • »Mark Twain "Few things are harder to put up with than the annoyance of a good example."
  • »Jimi Hendrix "Knowledge speaks, but wisdom listens."
  • »Charlie Chaplin "The saddest thing I can imagine is to get used to luxury."
  • »Alexander Pope "Some praise at morning what they blame at night."
  • »Cardinal de Retz "A man who doesn't trust himself can never trust anyone else."
  • »Xenophon "Fast is fine, but accuracy is everything."
  • »Aristotle "Pleasure in the job puts perfection in the work."
  • »Samuel Johnson "Do not accustom yourself to use big words for little matters."
  • »Madeleine L'Engle "The great thing about getting older is that you don't lose all the other ages you've been."
  • »Woodrow Wilson "I not only use all the brains that I have, but all that I can borrow."
  • »Thomas Jones "Friends may come and go, but enemies accumulate."
  • »George Bernard Shaw "When a thing is funny, search it carefully for a hidden truth."
  • »Mo Udall "If you can find something everyone agrees on, it's wrong."
  • »Robert Louis Stevenson "No man is useless while he has a friend."
  • »Mary Kay Ash "If you think you can, you can. And if you think you can't, you're right."
  • »Jean Houston "We all have the extraordinary coded within us, waiting to be released."
  • »Theodor Seuss Geisel "Don't cry because it's over. Smile because it happened."
  • »Dobie Smith "Noble deeds and hot baths are the best cure for depression."
  • »Benjamin Disraeli "There are three kinds of lies: lies, damned lies, and statistics."
  • »Napoleon Bonaparte “There are two levers for moving men – interest and fear”
  • »Billie Jean King "Champions keep playing until they get it right."
  • »Thomas H. Huxley "The great tragedy of Science - the slaying of a beautiful hypothesis by an ugly fact."
  • »Albert Schweitzer "Happiness is nothing more than good health and a bad memory."
  • »Lauren Bacall "Imagination is the highest kite one can fly."
  • »Baltasar Gracian "Exaggeration is a department of lying."
  • »Elizabeth Barrett Brownin "Measure not the work until the day's out and the labor done."
  • »Lord Beaverbrook „Business is more exciting than any game“
  • »Edith Wharton "True originality consists not in a new manner but in a new vision."
  • »Izaak Walton "No man can lose what he never had."
  • »Joe E. Lewis "You only live once - but if you work it right, once is enough."
  • »Julius Caesar "People readily believe what they want to believe."
  • »Erica Jong "Advice is what we ask for when we already know the answer but wish we didn't."
  • »Thomas Jefferson "I'm a great believer in luck, and I find the harder I work the more I have of it."
  • »Eugene O'Neill "Man's loneliness is but his fear of life."
  • »Saint Augustine "Patience is the companion of wisdom."
  • »Nikita Khrushchev "If you live among wolves you have to act like a wolf."
  • »Kobi Yamada "Follow your dreams. They know the way."
  • »Rose Kennedy "Life isn't a matter of milestones, but of moments."
  • »Alexander Pope “The most positive men are the most credulous”
  • »Heywood Broun "Posterity is as likely to be wrong as anyone else."
  • »Benjamin Franklin "The eye of a master will do more work than both his hands."
  • »Ralph Hodgson “Some things have to be believed to be seen”
  • »Mark Twain "You can't depend on your eyes when your imagination is out of focus."
  • »Plato "Be kind, for everyone you meet is fighting a hard battle."
  • »Albert Einstein "I never think of the future. It comes soon enough."
  • »Adam Smith "All money is a matter of belief."
  • »Arthur Schopenhauer "Talent hits a target no one else can hit; Genius hits a target no one else can see."
  • »Arthur Koestler "The more original a discovery, the more obvious it seems afterwards."
  • »William Shakespeare "You must take your chance."
  • »Moliere "One should eat to live, not live to eat."
  • »Amy Tan "If you can't change your destiny, change your attitude."
  • »Steve Wozniak "Never trust a computer you can't throw out the window."
  • »John Dewey "We can have facts without thinking but we cannot have thinking without facts."
  • »Jean Piaget "Equilibrium is the profoundest tendency of all human activity."
  • »Orisen Swett Marden "All men who have achieved great things have been great dreamers."
  • »Arthur C. Clarke "Any sufficiently advanced technology is indistinguishable from magic."
  • »Chamfort "The most wasted day of all is that on which we have not laughed."
  • »Charles Darrow "Every child ought to be more intelligent than his parents."
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