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1 – Introduction to Investment Concepts

This module provides the learner with a basic understanding of how the allocation of assets works in an investment context and explains why it is important to split up / diversify the invested assets between different asset classes to achieve a reduction in investment risk and volatility of returns.

Learning outcomes:

  • What is asset allocation and what are the benefits
  • How can diversification be achieved as well as how diversification may help achieve more stable returns
  • What is an Investment Policy Document and how does this document guide the Fund
  • What is a benchmark and how do we measure performance using benchmarks
  • How do we set investment targets and what is the difference between a benchmark and a target
  • What do we need to consider when evaluating asset managers
  • What is passive investing and how does this differ to active management
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