Investment and Portfolio Analysis

Asset Allocation - Part 4

Overview

In the context of investing, the significance of asset classes relates to how they are put together in a portfolio, also known as asset allocation. This eCourse provides an overview of the key considerations that drive asset allocation, including diversification, correlation, valuation, and risk premia, as well as some of the numerous vehicles and instruments investors can use to gain exposure to different asset classes with a view to building a portfolio.

Objective

On completion of this course, you will be able to:
- Identify the key factors that determine asset allocation and recognize the importance and pitfalls of diversification and correlation
- Recognize some of the basic valuation techniques for assessing different asset classes as well as different types of risk premium
- List some of the investment vehicles and financial instruments through which investors can gain exposure to different asset classes

Content

Asset Classes - Investing
Topic 1: Asset Allocation
Topic 2: Essential Tools
Topic 3: Gaining Exposure

Details

Code
TEBIP23003101
Venue
ePlatform
Relevant Subject
Type 9 - Asset management
Language
English
Level
Intermediate
Hours
SFC:1.00, PWMA:1.00
Fees
All Member: HK$305
Staff of Corporate Member: HK$305
Non-Member: HK$445