This course focuses on introducing the learner to some of the most relevant investment concepts. As a trustee, committee member or someone who is involved in looking after third party assets it is important to understand basic investment concepts and how these apply to the portfolio or assets you are responsible for. When going through this material you are encouraged to keep referring back to your own Fund and to look at the practical application of the theory provided. The last module of this course introduces the learner to the Investment Policy Document which provides the framework for a Fund and the underlying investments. Although this is not an “Investment Concept” it is introduced early in the program as it is one of the most essential components to grasp.
Learning outcomes:
- What is asset allocation and what are the benefits of using effective asset allocations
- How can diversification be achieved as well as how diversification may help achieve more stable returns
- 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 an Investment Policy Document and how does this document guide the Fund
Additional Information:
