Trust Admin - Module 7 - Introduction to Investments
The content of this course comprises:
Types of investment
Equity - Ordinary shares / preference shares
Debt - Government debt / company debt
Derivatives - What are they / how do they work
Risk and Reward - Diversification of risks / collective schemes (unit / investment trusts) / issues for trustees
Performance issues - Measuring performance / difference between bull and bear markets / benchmarking
Portolio Admin - Portfolio managers / Investment advisors / advice / leveraging of portfolios / role of custodian / role of brokers
Fund Admin - Parties involved / Licensing issues