FINANCIAL MARKET COURSES
Japanese Equity Market
Receivable Finance (New)
Lending - An Introduction
The Lending Cycle
Commodities - An Introduction (Revised)
Commodities - Trading (New)
Commodities - Livestock (New)
Commodities - Softs (New)
Primer – MiFID II/MiFIR (New)
Understanding Private Wealth Management Business
Private Wealth Management Products & Services
Primer – Smart Beta (New)
Available on iPad and Android tablets as well as desktop
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.
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
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
Asset Management – An Introduction - View Now
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Asset Management - An Introduction
This course provides an overview of the structure and activities of a typical asset management firm, including its clients, products, and services. The current state of the global asset management industry is also discussed.
Intuition engages with over 30 accreditation bodies to ensure Know-How can be used for CPE credits. If your organization needs CPE from a body not listed below, contact us and we will endeavour to have them included.
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