VU Amsterdam - Learn modules

Balance Sheet Management

25 hours
VU - Amsterdam

Balance sheet management requires a thorough understanding of the strategic objectives, constraints, the regulatory environment and future challenges of various types of institutional investors. Balance sheet objectives and risks are subsequently translated into a deeper understanding of the key risk exposures of these investors. Risks can be managed on either side of the balance sheet, with a dominant role for dynamic investment strategies and financial derivatives to alter the balance sheet’s risk profile. Participants get to test their knowledge by addressing realistic balance sheet management case studies.

• Gaining insight into various types of institutional investors, their stakeholders and requirements with respect to balance sheet management
• Translating top-down balance sheet management approach into investment strategy
• Understanding the importance of consistency in the process from ALM study to implementing investment solutions
• Getting to know the future of balance sheet management as a result of the new Dutch pension reform act
• Understanding the interaction between investment management, insurance risk, capital management and ALM for insurers
• Understanding which instruments and strategies contribute to sound balance sheet management
• Identifying, managing and monitoring key risks and risk synergies in balance sheet management and instruments used in balance sheet management
• Understanding how to implement balance sheet management by focusing on real-life cases for various types of institutions

Topics include:

• Getting to know various types of institutional investors, their regulatory environment, key objectives and risks
• Translating the key balance sheet risks into investment and risk management objectives 
• The effectiveness of investment solutions, dynamic strategies and financial derivatives to manage the key balance sheet risks
• Real-life case studies for a number of different institutional investors

Ideally you are a mid to senior career professional. Typically you work as: 
• investment manager
• portfolio manager
• risk manager
• investment administrator
• investment advisor
• fiduciary manager
• client manager
• analyst 
• researcher

Participants could also work in a capacity of trustee, work for a regulatory authority or hold a supervisory position.


The module is expected to be scheduled to start in 2025. The exact dates are still to be determined and will be posted shortly.


Bart Oldenkamp
Marc Meertens
Remmert Koekkoek


Cost of Learn module(s):

1 module                        2.295 euro
2 modules or more         2.195 euro per module

For members of CFA Society Netherlands:

1 module                        2.050 euro
2 modules or more         1.950 euro per module


Employers who would like to enroll several employees may receive a customised offer.


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