Fundamentals of Trust Investments - Course 1

  • 16 Lessons

Instructors

Kirby Rosplock

Kirby Rosplock (Ph.D.)

Born into a very successful enterprising family, Kirby learned family wealth basics the way most affluent offspring do (or don’t) Read More

About Course

Lesson 1 of Fundamentals of Trust Investments builds the foundational understanding of how a trust is invested. Read More

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Overview

  • Goals

Asset Types

  • Overview

Asset Classes

  • Introduction

  • Equities

  • Fixed Income

  • Bonds

  • Bonds - Four Components

  • Mutual Funds

  • Alternatives

Power of Compounding

  • Compounding Scenarios

  • Rule of 72

Time Horizon

  • Short vs. Long Term

Portfolio Construction

  • What is Your Asset Allocation?

Investment Risk and Return

  • Risk, Return and Your Trust

  • Homework I

Conclusion

  • Wrap Up

Test Your Knowledge

  • Quiz Locked

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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