Asset Allocation and Diversification
Course Number: ABA
Course Code: ABA
Describes the role of the investment policy statement in setting parameters for asset allocation decisions. Explores asset allocation concepts such as risk appetite and rebalancing. Explains the relationship between economic theory and asset allocation. Shows how to distinguish between positive and negative correlation in portfolio diversification. Describes investment styles and strategies that can be applied to equity portfolios and diversify fixed-income portfolios.
What You’ll Learn
After completing this course, students will be able to:
- Describe asset allocation concepts and strategies
- Describe diversification concepts and strategies
Audience: Trust officers with at least three years of personal trust experience who need a deeper understanding of technical trust concepts and how solutions work when applied to client needs.