Skip contents

# Contents

- Introduction
- Learning outcomes
- 1 Model portfolios and asset classes
  - 1.2 Investor objectives
- 2 Risk and return expectations
  - 2.1 Identifying client attitude to risk
- 3 Pensions at a glance
  - 3.1 Equities in pension funds
- 4 Choosing asset classes
  - 4.1 Trends in asset classes
  - 4.2 Changing asset allocation over time
  - 4.3 Decline in demand for equities 1
  - 4.4 Decline in demand for equities 2
- 5 Yale endowment case study
  - 5.1 Yale endowment asset allocation
- 6 Introduction to investment policy
  - 6.1 The investment process
  - 6.2 Alpha case study
  - 6.3 CalPERS case study
- 7 Ethics and regulation
  - 7.1 Ethics and regulations
  - 7.2 Investment advice in practice
- Conclusion
- Acknowledgements
- References

Except for third party materials and otherwise stated in the acknowledgements section, this content is made available under a Creative Commons Attribution-NonCommercial-ShareAlike 4.0 Licence

Please see full copyright statement and terms of use for more details.