Investing Fundamentals - Module 2

  • 21 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

  • Asset Allocation

    4 Minutes
  • Research and Theory

    4 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 Minutes
  • Performance of Holdings

    1 Minutes
  • Asset Allocation

    18 Minutes
  • Risk Allocation

    1 Minutes
  • Fund and Manager Performance

    1 Minutes
  • Benchmarking Performance

    1 Minutes
  • 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 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

    Videos

Customers Review

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Daniel B.
Mar 01, 2023
Great Course