Fundamentals of Trust Investments - Course 2

  • 18 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

Course 2 of Fundamentals of Trust Investments covers investment goals and strategy, the investment process, and different approaches to investing such as Modern Portfolio Theory and Goals Based Investing. Read More

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Overview

  • Goals

Asset Allocation Guidance

  • Research and Theory

  • Risk Tolerance

The Investment Process Overview

  • Steps and Considerations

  • Roles, Responsibilities, and Involvement

Investment Governance

  • Investment Governance

  • Investment Policy Statements

  • Investment Advisory Committee

  • Investment Charters

  • Five Factors Erode Investments

Understanding Investment Statements

  • Common Performance Indicators

  • Performance of Holdings

  • Asset Allocation

  • Risk Allocation

  • Fund and Manager Performance

  • Benchmarking Performance

  • Homework I

Conclusion

  • Wrap Up

Test Your Knowledge

  • Quiz Locked

Course 2 of Fundamentals of Trust Investments covers investment goals and strategy, the investment process, and different approaches to investing such as Modern Portfolio Theory and Goals Based Investing. This course explores investment governance that may be associated with a trust, including having an investment philosophy, investment policy statement, investment charter and/or an investment committee. Finally, this course ends with how to interpret a sample investment statement.

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