Share Description
You must create an investment strategy for a person at three different stages of his life. Individual biases, risk preferences, and wealth requirements change depending on his stage of life. You must keep all of this in mind as you create an investment strategy for each stage of his life. To achieve this goal, you will apply the concepts learned in the four courses. You should consider various assets and markets in order to achieve the investor's goals by constructing an optimal portfolio that matches his profile. Finally, you should assess the performance of his portfolio.
Syllabus :
- Measuring portfolio or fund returns
- Benchmarks for portfolio performance evaluation
- Alternate performance measures
- Diversification Revisited
- Investment opportunity set with 2 risky assets and risk free asset
- The optimal allocation between risky and risk free asset
- Bonds : What are they?
- Interest rates or Yields: Finding direction
- Calling the bond: Expect the Unexpected
- Bond Ratings
