World class coaching & consulting formats for investment management professionals
Why use Panthera Academy?
Do you want to become an Investment Athlete?
Talk to our expert and find out in 15 minutes what is the right solution for you or your team.
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Where to start your upskilling experience?
Panthera Elite
Panthera Elite is our premium coaching experience. Available for individuals, teams and corporate levels, we configure a fully customized development plan, designed for performance enhancement. It’s about quality, success and results.
Masterclass & Expert Programme
The Expert programme has been developed for professional investors and organisations that want to help their members achieve excellence in their investment methodologies. Masterclasses delivered in two formats: On-site & virtual.
EXPERT SESSION: This FREE 45mins session demonstrates how to build evidence-based best practices into your daily routine. Book your session now.
Net-Zero Portfolio Management
Sustainable Investing beyond simple compliance – the right ESG strategy will supercharge your Investment Impact. See all out offerings
Public Training Offerings
Bootcamps
NET-ZERO PORTFOLIO
MANAGEMENT
The Bootcamp on Net-Zero Portfolio Management provides intensive training over 4 days, to configure a tailored roadmap for turning portfolios into net-zero carbon emissions. Participants will be introduced to best practices on configuration and management techniques, which are applied to their own case and tested through a competition based-simulation at the end.
Mag. Dr. Markus Schuller, MBA, MScFE / Jonas Englund MBA
Category: Sustainability
Course available on request
STRATEGIC
ASSET ALLOCATION
Strategic Asset Allocation requires an adaptive investment process and this bootcamp delivers exactly that. We introduce practical ‘third generation’ portfolio construction principles to adaptively manage multi-asset & multi-factor portfolios. Participants will reason their case for their own investement-philosophy; -hypotheses; -strategy and -principles. All derived from using the global capital stock as starting point for their strategic asset allocation.
Mag. Dr. Markus Schuller, MBA, MScFE
Category: Human Intelligence
Course available upon request
INVESTMENT
COMMITTEE BOOTCAMP
The Investment Committee Bootcamp is a dynamic 4-day training camp for configuring high performance investment committees. Participants will be introduced to best practices on configuration and collaboration techniques, which are applied to their own case and tested through a competition based-simulation of an investment commitee at the end.
Mag. Dr. Markus Schuller, MBA, MScFE
Category: Human Intelligence
Course available on request
INVESTMENT
ATHLETE BOOTCAMP
Spread over four days, The Investment Athlete Bootcamp provides intensive training for designing a behaviorally optimized investment process. Participants will work on configuring an effective environment in order to make the most rational investment decisions.
Mag. Dr. Markus Schuller, MBA, MScFE
Category: Human Intelligence
Course available on request
Hackathons
INVESTMENT IDEA
HACKATHON
Mag. Dr. Markus Schuller, MBA, MScFE
Category: Human Intelligence
Course available upon request
INVESTMENT AUTOMATION
HACKATHON
Mag. Dr. Markus Schuller, MBA, MScFE
Category: Artificial Intelligence
Course available upon request
INVESTMENT PRODUCT
HACKATHON
Mag. Dr. Markus Schuller, MBA, MScFE
Category: Human Intelligence
Course available upon request
Training Sprints
Human Intelligence
Measuring cognitive diversity in investment teams
Learn how to measure and interpret cognitive diversity among investment professionals.
MORE INFODesign principles for investment committees
Learn how to configure a committee that produces the most evidence-based investment decisions.
MORE INFOGrowth mindset for investors
Understand how to form a narrative based on evidence that supports your investment hypothesis.
MORE INFOStorytelling in investment management
Understand how to form a narrative based on evidence that supports your investment hypothesis.
MORE INFOStrategic business development principles in finance
Learn the reasons why clients decide to work with you or not and leverage them to attract new clients.
MORE INFOStrategic networking principles for investors
Learn how to improve your decision quality as an investment professional by building your most effective professional networks.
MORE INFOBehaviorally optimized risk management
Learn how to apply behavioural design principles in your risk management practice.
MORE INFOBehaviorally optimized strategic asset allocation
Learn how to strategically allocate assets by applying behavioural design principles.
MORE INFOArtificial Intelligence
Advanced portfolio construction
Learn how to get your portfolio construction to best practice levels.
MORE INFOQuantitative alpha generation
Learn how to analyse financial markets by means of econometrics to generate alpha for managing portfolios.
MORE INFOHalf-life of financial knowledge assessment
Learn how to assess the pace at which your relevant financial knowledge deteriorates and how to work against it.
MORE INFONowcasting principles in investment management
Learn how to include latest nowcasting techniques in the investment decision design. Purpose: most rational investment decisions.
MORE INFOCausal inferences in capital markets
Learn how to use causality assessment tools to increase the SDG impact of your investments.
MORE INFOUncertainty management principles
Learn how to configure an optimal environment to make the most rational investment decisions.
MORE INFOSustainable Investing
Co-investing with development finance institutions
Learn about the strategic work of DFIs in relation to Sustainable Finance and how to partner with them as part of your investment strategy.
MORE INFOGreen finance issuer frameworks – best practice
To develop participants’ due diligence skills in analysing Issuers’ Green Financing Frameworks.
MORE INFOSustainability linked bond KPIs and SPTs
To understand the nature of SLB KPIs and SPT and identify risks within these financial instruments.
MORE INFOIntroduction to blended finance in emerging markets
Understand and apply Blended Finance mechanism(s) to an ESG/Climate Finance investment.
MORE INFOIntroduction to social bond investing
Learn how a Social Bond is structured, how to perform Due Diligence and analyse its impact.
MORE INFOESG strategy – SAA implementation principles
To develop a deeper understanding of ESG strategy in relation to SAA implementation.
MORE INFOIntroduction to green bond due diligence
Learn how a Green Bond is structured, how to perform Due Diligence and how to analyse its impact data to your advantage.
MORE INFOIntroduction to green bond structuring
Learn how to structure a Green Bond, perform Due Diligence & broaden your Investor Base by providing visibility through harmonization of Impact data.
MORE INFONet zero roadmap investment design principles
Participants will learn about investment design principles to optimize their net zero roadmap.
MORE INFONet zero mindset making money to make a difference
Participants learn about the net zero mindset needed to successfully master the transition to a low-carbon economy.
MORE INFO