Investing Fundamentals - Module 2

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 course 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.

Learning Objectives: 

• Explain the basics of investment research and theory, including understanding different types of asset allocation and assessing risk tolerance
• Name the investment process, including the steps, considerations, roles, responsibilities, and involvement in decision-making
• Recognize investment governance principles including the creation and purpose of investment policy statements, advisory committees, and investment charters
• Explore the importance of investment reporting and benchmarking performance to evaluate the performance of holdings and overall asset allocation
• Understand how to read an investment statement, including understanding common performance indicators, risk allocation, and fun/manager performance benchmarking

Feature Resources:

    Articles/Books

• Investment Policy Statement Sample
• "Elements of an Investment Policy Statement for Individual Investors" by the CFA Institute
• Investment Committee Charter Example
• Performance Report Sample

    Videos

• Podcast with Jeremy Langlois entitled, "Consolidated Reporting 101"
• Podcast with Ronen Schwarman entitled, "Asset Allocation"