Investing

Asset Allocation

One of the first questions you need to ask yourself when it comes to investing is, "What is my investment aim?" That's because different investment products exhibit different characteristics both in terms of the returns they offer and the risks you may incur trying to achieve those returns. Asset allocation has to do with achieving the optimal risk/return mix.

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Equity Portfolios

There are two key stages to the equity portfolio building process. The first has to do with controlling risk and the second involves achieving returns. Risk control is achieved by diversification while returns can be realised by any number of different investment styles.

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Fixed Income Portfolios

There are two broad approaches to fixed income portfolio management; passive and active. Passive management is a 'buy and hold' strategy while an active portfolio seek to profit from bond price changes created by interest rate fluctuations or by credit rating changes.

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Investing In Funds

Direct investment in equities is different than investment in mutual funds. What is an investment fund? What are the main principles that inform a fund strategy? And what should you – the private investor – think about when evaluating approaches?

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Alternative Investments

Interest in alternative investment strategies grows daily. In this module we explore the types of alternatives investments available to investors and their fundamental characteristics.

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"Managing substantial wealth begins with
your vision and expectations."