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Asset allocation in investment
This course looks at how to take investor objectives and constraints and turn them into a portfolio which aims at achieving an expected return and level of risk appropriate for the investor. In this free course, Asset allocation in investment, portfolio optimisation techniques such as portfolio theory can be used to determine how much of an investor’s portfolio to put in each asset class. Portfolio theory can also be used to determine so-called model portfolios which offer optimised benchmarks for investors with the same objectives and constraints.
Course learning outcomes
After studying this course, you should be able to:
- recognise how typical client objectives and constraints impacts on asset allocation
- set client risk and return objectives in the context of an asset allocation process
- describe the reasons for a written investment policy statement and its major components
- recognise typical client objectives and constraints and how these impact on portfolio choice
- explain how to set client risk and return objectives in the context of an asset allocation process
You can start this course right now without signing-up. Click on any of the course content sections below to start at any point in this course.
If you want to be able to track your progress, earn a free Statement of Participation, and access all course quizzes and activities, sign-up.
- Learning outcomes
- 1 Model portfolios and asset classes
- 2 Risk and return expectations
- 3 Pensions at a glance
- 4 Choosing asset classes
- 5 Yale endowment case study
- 6 Introduction to investment policy
- 7 Ethics and regulation
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About this free course
9 hours study
Level 3: Advanced
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