
Investment Strategy





This course provides an in-depth look into the world of investment strategies. It covers the basics of needs analysis, investment policy, asset allocation, product selection, portfolio monitoring and re-balancing. It also explores the types of institutional investors, such as pension funds and insurance companies, and dives into the client management life cycle and portfolio management as a process. Additionally, it covers the major styles of investing in alternative assets and the impact of digitization on investment strategies. With this course, you will gain a comprehensive understanding of the fundamentals of investment strategies.▼
Course Feature
Cost:
Free
Provider:
Coursera
Certificate:
Paid Certification
Language:
English
Start Date:
6th Jun, 2022
Course Overview
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Updated in [August 13th, 2023]
Skills and Knowledge Acquired:
Skills and Knowledge Acquired Through Investment Strategy Course
This course will provide students with a comprehensive understanding of investment strategy, including needs analysis, investment policy, asset allocation, product selection, portfolio monitoring and re-balancing. Students will gain an understanding of the types of institutional investors, such as pension funds and insurance companies, and the client management life cycle. Additionally, students will learn the basic concepts, principles, and major styles of investing in alternative assets, as well as the impact of digitization on investment strategies.
Contribution to Professional Growth:
This course provides a comprehensive overview of the fundamentals of investment strategy, enabling professional growth in the field. It covers topics such as needs analysis, investment policy, asset allocation, product selection, portfolio monitoring and re-balancing, as well as the types of institutional investors, client management life cycle, portfolio management as a process, major styles of investing in alternative assets, and the impact of digitization on investment strategies. By gaining a thorough understanding of these topics, professionals can develop the skills and knowledge necessary to make informed decisions and create successful investment strategies.
Suitability for Further Education:
This course provides a comprehensive overview of investment strategies and is suitable for preparing further education. It covers the basic concepts of needs analysis, investment policy, asset allocation, product selection, portfolio monitoring and re-balancing. It also looks at the types of institutional investors - pension funds and insurance companies - and dives into portfolio management as a process. Additionally, the course covers the basic concepts, principles, and the major styles of investing in alternative assets, as well as the impact of digitization on investment strategies. All of these topics are essential for further education in the field of investment strategies.
Course Provider
