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FINANCIAL MARKET COURSES

Asset Classes (Part II)

In the course ‘Asset Classes (Part I)’ we looked at how portfolio assets are classified and evaluated by investors and portfolio managers, with a particular focus on the equity asset class. 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.

  • 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: Fixed Income (Bonds)

    Terms Associated with Bonds

    Non-Traditional Bond Structures

    o Callable Bonds

    o Floating Rate Notes (FRNs/Floaters)

    o Zero-Coupon Bonds (Zeros)

    o Inflation-Indexed Securities

    o High-Yield (Junk) Bonds

    o Convertible Bonds

    Returns on Bonds

    Risks of Investing in Bonds

    Types of Bond Issuer

    Types of Bond by Geographic Region

    US Bonds and Non-US Bonds

    Topic 2: Cash & Cash Equivalents

    Investing in Cash & Cash Equivalent

    Risks and Returns of Cash & Cash Equivalents

    Topic 3: Real Estate

    Real Estate Classes

    Investing in Real Estate

    Risks and Returns on Real Estate

    Topic 4: Alternative Assets

    Hedge Funds

    Commodities

    Private Equity

    Currencies and Derivatives

    Art and Collectibles

  • PREREQUISITE KNOWLEDGE

  • ESTIMATED COMPLETED TIME

    75 Minutes

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