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FINANCIAL MARKET COURSES

Asset Classes (Part I)

An asset class can be defined generally as a group of securities or instruments that demonstrate similar characteristics, behave similarly in the market, and are essentially subject to the same laws and regulations. In simple terms, asset classes are the basic 'building blocks' of an investment portfolio.

 

This course looks at how assets are classified and evaluated by investors and portfolio managers. It focuses on the equity asset class in particular, examining the features and characteristics of the class as a whole as well as its various subclasses. The other main asset classes – fixed income (bonds), cash and cash equivalents, real estate, and alternative assets – are described in the course ‘Asset Classes (Part II)’.

  • OBJECTIVES

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

    Outline how investors evaluate assets and how these assets can be classified

    Describe the key features and characteristics of equities as an asset class

  • COURSE OUTLINE

    Topic 1: Asset Evaluation & Classification

    Evaluating Assets –Risks, Return & Correlation

    Asset Categories & Classes

    Topic 2: Equities

    Common & Preferred Stick

    Equity Returns

    Equity Volatility

    Equity Risk Premium

    Equity Subclasses

    Geographic Region

    Focus on Emerging Markets

    Large-, Mid-, Small-Cap Sticks

    Industry/Sector

    Investment Style/Strategy

  • PREREQUISITE KNOWLEDGE

  • ESTIMATED COMPLETED TIME

    60 Minutes

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