Asset Allocation & Portfolio Management" delivers an engaging, hands-on look at effective strategies for building resilient investment portfolios. Together, we’ll explore how investing empowers women by narrowing the gender wealth gap and strengthening financial independence. Key asset classes, the principles of diversification, and deep dives into portfolio structures—such as 60/40 allocations and core-satellite strategies—provide actionable knowledge for long-term success. Through a collaborative group exercise, you will create and present model portfolios tailored to different scenarios. This session is designed to enhance skills and inspire informed decisions on your investing journey

Agenda: Session 3 – Asset Allocation & Portfolio Management (Duration: 2 hours, 6:00 pm – 8:00 pm) 6:00 – 6:10 pm | Welcome & Session Overview Brief outline of today’s session structure and objectives. Quick round of introductions. 6:10 – 6:25 pm | Recap: Why Investing is Important for Women The gender wealth gap and how investing helps close it. Longevity and career challenges: Why women need long-term investment strategies. The economic and social impact of women as investors. Building financial confidence and independence through investing. 6:25 – 6:40 pm | Introduction to Asset Classes Key asset classes: equities (stocks), bonds (fixed income), real estate, cash, and alternatives. Characteristics, risk/return profiles, and liquidity of major asset classes. Brief interactive review: Matching asset classes to different investor goals. 6:40 – 7:00 pm | Basics of Asset Allocation Definition and significance of asset allocation. The role of diversification in risk management. Determining investment objectives and personal risk tolerance. 7:00 – 7:05 pm | Short Break 7:05 – 7:35 pm | Deep Dive: Portfolio Structures Common portfolio structures and strategies (e.g., 60/40 allocation, core-satellite, age-based allocations). Passive vs. active portfolio management. Building blocks: stocks, bonds, ETFs, mutual funds. Case studies: Sample portfolio constructions for different risk profiles. Discussion: How portfolio structure aligns with women’s investing priorities (long-term wealth, stability, and value). 7:35 – 7:50 pm | Interactive Exercise Small group activity (or pairs): Build a model portfolio given different scenario profiles. Groups present their allocation and rationale. 7:50 – 8:00 pm | Q&A and Closing Remarks Open floor for questions. Recap of key takeaways Distribution of information for further reading.