Asset Allocation and Diversification

$135.00

SKU: 10088 Category: Tag:

Description

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
  • Additional information

    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.

    Credits

    1.0 CRSP, CSOP, CTFA

    Member Price

    135.00

    Non-Member Price

    185.00

    Course Number

    ABA

    Location

    Online Self-Paced

    Vendor

    ABA

    Course Code

    ABA

    Prerequisites

    None

    Day

    Online

    0
      0
      Your Cart
      Your cart is emptyReturn to Shop