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EDU Portal

4 – Investing for Your Fund

Investing for Your Fund looks at how we should manage the assets and liabilities of various funds including insurance, medical aid and retirement funds. It is important to understand if a fund has enough assets to cover the liabilities in the future. The investment time frame also plays a role in deciding how much investment risk should be taken on when investing the assets of the fund. This course looks at how to construct an investment portfolio in terms of the various products, mandates, the asset allocation and regulation.

Learning outcomes:

  • Understanding how to match assets and liabilities
  • Understanding risk and risk profiling for funds and individuals
  • Understanding how to construct an investment portfolio
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