What you'll learn

Learn the basics and the different types of investment strategies.
Understand the differences between managed accounts and non-managed accounts.
Discuss the latest varieties of managed portfolios.
Understand the importance of asset allocation.

Course content

3 sections • 10 lectures • 30m total length

Overview of Investment Strategies6:34
An investment strategy is a specific plan tailored to each investor's investment objective. Here are some different types of investment strategies and ways they can be implemented.
Overview Of Investment Strategies4:00
Print File of Video Presentation to keep for your records.

Asset Allocation - Why Its Important5:54
Experts say asset allocation accounts for up to 90% of performance. Learn why it is so important.
Asset Allocation And Capital Markets Behavior 3:00
Multiple Style Combinations begins with asset allocation, and the principle of diversiﬁcation.
Strategic Investment Vehicles4:52
Certain investments offer strategic positions in an entire portfolio. In this video we will look at the different options out there.
Strategic Investment Vehicles 5:00
Learn more about direct investments like limited partnership, mutual funds, etfs, and index funds and so much more.
Alternate Strategies5:39
Separately Managed Accounts, Unified Managed Accounts, Unified Managed Household. Managed accounts offer professional management for relatively low minimums.
Other Strategies 4:00
Learn about hybrid vehicles, gold, leveraged strategies and annuities.
Managed Accounts7:26
Learn all about Managed Accounts. What types there are and the advantages they can bring to your portfolio.
Managed Accounts 5:00
An individually managed account is one in which your client signs a contract with a professional money manager who then invests your client's assets in a portfolio of equity or fixed-income securities or mutual funds. The money manager will generally have complete discretion over the activity in the portfolio, and purchases and sales of securities will occur without your client being consulted.

Description

There are hundreds of ways to implement investing, and we teach some of the more common ones you are likely to encounter. We teach you a clear understanding of some of the best tactics to employ in successful investing. Portfolio approaches, multi-ﬁrm solutions and the “one-stop shop” are crucial elements of types of investment strategies. We discuss Asset Allocation, Managed Accounts and the latest versions of these.

What you'll learn

Course content

Overview of Investment Strategies2 lectures • 11min

Understanding Asset Allocation and Its Importance8 lectures • 41min

Strategic Investment Vehicles0

Description