Investing Fundamentals - Module 2

  • 20 Lessons

  • Duration

    2 Hours

Instructors

Kirby Rosplock

Kirby Rosplock (Ph.D.)

Born into a very successful enterprising family, Kirby learned family wealth basics the way most affluent offspring do (or don’t) Read More

About Course

Module 2 of Investing Fundamentals covers investment goals and strategy, the investment process, and different approaches to investing such as Modern Portfolio Theory and Goals-Based Investing. Read More

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Overview

  • Learning Objectives

    2 Minutes

Asset Allocation Guidance

  • Research and Theory

    2 Minutes
  • Risk Tolerance

    4 Minutes
  • Homework I

    30 Minutes

The Investment Process Overview

  • Steps and Considerations

    7 Minutes
  • Roles, Responsibilities, and Involvement

    2 Minutes

Investment Governance

  • Investment Governance

    7 Minutes
  • Investment Policy Statements

    20 Minutes
  • Investment Advisory Committee

    3 Minutes
  • Investment Charters

    4 Minutes
  • Five Factors Erode Investments

    3 Minutes

Understanding Investment Statements

  • Investment Reporting Overview

    26 Minutes
  • Common Performance Indicators

    1 Minute
  • Performance of Holdings

    1 Minute
  • Asset Allocation

    18 Minutes
  • Risk Allocation

    1 Minute
  • Fund and Manager Performance

    1 Minute
  • Benchmarking Performance

    1 Minute
  • Homework II

    30 Minutes

Conclusion

  • Wrap Up

    30 Seconds

Test Your Knowledge

  • Quiz Locked

Module 2 of Investing Fundamentals covers investment goals and strategy, the investment process, and different approaches to investing such as Modern Portfolio Theory and Goals-Based Investing. This module explores investment governance that may be associated with a trust, including having an investment philosophy, investment policy statement, investment charter and/or an investment committee. Finally, this module ends with how to interpret a sample investment statement.

Estimated Completion Time: 2 hours

Featured Resources: 

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