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This course looks at how to take investor objectives and constraints and turn them into a portfolio which aims at achieving an expected return and level of risk appropriate for the investor. In this course, Asset allocation in investment, portfolio optimisation techniques such as portfolio theory can be used to determine how much of an investor’s portfolio to put in each asset class. Portfolio theory can also be used to determine so-called model portfolios which offer optimised benchmarks for investors with the same objectives and constraints.
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Description
Introduction
This free course is on asset allocation in investment. To start with, you will learn how to assess investor objectives and constraints and how to turn them into an expected return appropriate for the investor, with an amount of risk suitable for the investor. In this course, you will also be introduced to how portfolios can be put together which meet investor requirements and also deal with the investor’s particular constraints, such as tax, currency, or regulation.Course learning outcomes
After studying this course, you should be able to: After studying this course, you should be able to:- recognize how typical client objectives and constraints impacts on asset allocation
- set client risk and return objectives in the context of an asset allocation process
- describe the reasons for a written investment policy statement and its major components
- recognize typical client objectives and constraints and how these impact on portfolio choice
- explain how to set client risk and return objectives in the context of an asset allocation process
Course content
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- 1.0 Model portfolios and asset classes 00:40:00
- 1.1 Investor objectives 01:00:00
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- 2.0 Risk and return expectations 00:10:00
- 2.1 Identifying client attitude to risk 00:40:00
- 3.0 Pensions at a glance 00:30:00
- 3.1 Equities in pension funds 00:20:00
- 5.0 Yale endowment case study 00:45:00
- 5.1 Yale endowment asset allocation 00:20:00
- 7.0 Ethics and Regulation Part 1 00:03:00
- 7.1 Ethics and regulations Part 2 00:25:00
- 7.2 Investment advice in practice 00:20:00
Instructor
Open University UK
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