This is the program that will help prepare you for success in the institutional allocator world.
You’re trying to get that first job, to be successful in your current role or in the next one: this will help get you there.
If you’re looking to join or succeed in working at an institutional allocator, this is the program for you. When speaking with peers and friends in the allocator world, many noted that the skills required to be successful were learned ‘on the job’. In fact, while there are many programs geared specifically towards candidates interested in other fields, like accounting or investment banking, there was nothing out there for the institutional allocator community.
That’s how the Allocator Training Institute came into existence.
Throughout this program, you’ll build a knowledge base, learn how to use and build specific, actionable tools, and have at hand the knowledge of how the institutional allocator operates.
You’ll learn straight-forward skills like calculating attribution on a multi-asset portfolio, to more complex tasks like building a private equity cash flow pacing model, to senior level capabilities like creating capital market assumptions and how they impact your strategic asset allocation profile.
Career Growth
If you’re just starting out, this can help you get a foot in the door at an institutional allocator. If you’re already working in the field, this can provide the specific tools and insights to carry your career forward.
Valuable Insights
We’ll provide you with actionable knowledge and tools needed to succeed in a career with an institutional allocator. For example, knowing that private foundations have a required 5% spending rate, that endowments have a quasi-legal spending rate, usually between 4.5% – 5%, and that operating non-profits do not have to spend anything.
Quality Content
In designing the curriculum, we made sure to be laser-focused on useful, practical, and applicable knowledge and tools that you can use from day one. We’ll show you how it’s done and provide you the exact and specific tools to do it on your own. That way, you can demonstrate capability from the day you arrive into your role.
