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Asset Allocation – An Introduction

Asset allocation is the process of dividing an investment portfolio among different categories of asset, such as stocks, bonds, and cash.

 

This course looks at the importance of asset allocation in meeting investor risk tolerance and return objectives. Different asset classes and subclasses are examined. The key role played by portfolio diversification and different asset allocation approaches are also discussed.

  • OBJECTIVES

    On completion of this course, you will be able to:

    List the different classes and subclasses of asset

    Recognize the importance of asset allocation in creating a well-diversified portfolio

    Identify the different approaches to asset allocation

  • COURSE OUTLINE

    Topic 1: Basics of Asset Allocation

    Definition of Asset Allocation

    Importance of Asset Allocation

    Investor Preferences

    Asset Classes

    Topic 2: Portfolio Diversification

    The Diversification Effect

    Portfolio Volatility

    Portfolio Volatility & Correlation

    What is a Well-Diversified Portfolio?

    The Efficient Frontier

    Topic 3: Asset Allocation Strategies

    Types of Asset Allocation

    o Strategic Asset Allocation

    o Dynamic Asset Allocation

    o Tactical Asset Allocation

  • PREREQUISITE KNOWLEDGE

  • ESTIMATED COMPLETED TIME

    50 Minutes

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