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The Open University

Asset allocation in investment

The Open University via OpenLearn

Overview

This course looks at how to take investor objectives and constraints and turn them into a portfolio which aims at achieving an expected return and level of risk appropriate for the investor. In ...

Syllabus

  • Introduction
  • Learning outcomes
  • 1 Model portfolios and asset classes
  • 1 Model portfolios and asset classes
  • 1.2 Investor objectives
  • 2 Risk and return expectations
  • 2 Risk and return expectations
  • 2.1 Identifying client attitude to risk
  • 3 Pensions at a glance
  • 3 Pensions at a glance
  • 3.1 Equities in pension funds
  • 4 Choosing asset classes
  • 4 Choosing asset classes
  • 4.1 Trends in asset classes
  • 4.2 Changing asset allocation over time
  • 4.3 Decline in demand for equities 1
  • 4.4 Decline in demand for equities 2
  • 5 Yale endowment case study
  • 5 Yale endowment case study
  • 5.1 Yale endowment asset allocation
  • 6 Introduction to investment policy
  • 6 Introduction to investment policy
  • 6.1 The investment process
  • 6.2 Alpha case study
  • 6.3 CalPERS case study
  • 7 Ethics and regulation
  • 7 Ethics and regulation
  • 7.1 Ethics and regulations
  • 7.2 Investment advice in practice
  • Conclusion
  • References
  • Acknowledgements

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