Fundamentals of Trust Investments - Course 1
Course 1 of Fundamentals of Trust Investments builds the foundational understanding of how a trust is invested. The course focuses on common practices to investing a trust, the more common asset classes that a trust may typically hold and the investment considerations for those common asset classes. This course explores the concept of compounding, portfolio construction, time horizons, and risk and return. It concludes with an overview of annual asset class performance and the factors that can influence performance.
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