Fundamentals of Asset Allocation

Overview:

Overview of how to build an investment portfolio that balances risk and return in a disciplined and intelligent fashion. Will also help people managing their own money think about time horizons and when they will need their portfolios to pay out. 

Why you should Attend:

Understanding how to invest your money wisely starts with asset allocation. This course will on the risk and return trade-offs between stocks and bonds, and help investors build better portfolios for themselves over time. 

Areas Covered in the Session:

• Risk and return trade-offs
• Basics of equity investing 
• Basics of bond investing 
• Equity finance

Who Will Benefit:

• People who do their own investing and want to get better educated on investment basics
• Could also be useful for investing professionals who want a refresher on asset allocation