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 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)’.
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
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
• Investment Style/Strategy
Asset Allocation – An Introduction - View Now
ESTIMATED COMPLETED TIME
Asset Classes (Part II)
This course looks at the risk/return characteristics and diversification benefits of other asset classes such as bonds (fixed income), cash and cash equivalents, real estate, and alternative assets such as commodities, private equity and hedge funds.
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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