Developing an Investment Strategy
Course # 105
The goal of this presentation is to help participants grasp some of the key aspects that go into formulating an investment strategy. The material includes: a review of investment basics, asset allocation, volatility of investments, benefit of managed portfolios, selecting an investment company (comparing performance and expenses), and the "how-and-whys" of rebalancing a portfolio.
Participants (audience course is aimed at):
This course is suitable for any UI employee.