Class Central is learner-supported. When you buy through links on our site, we may earn an affiliate commission.

The Open University

Asset allocation in investment

The Open University via OpenLearn

Go to class Write review
Scrimba Ad

Free courses from frontend to fullstack and AI

Learn More → Udacity Ad

Master AI & Data—50% Off Udacity (Code CC50)

Learn More →

Overview

Coursera Flash Sale
40% Off Coursera Plus for 3 Months!
Grab it
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 this free course, Asset allocation in investment, portfolio optimisation techniques such as portfolio theory can be used to determine how much of an investor’s portfolio to put in each asset class. Portfolio theory can also be used to determine so-called model portfolios which offer optimised benchmarks for investors with the same objectives and constraints.

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

Tags

Reviews

5.0 rating, based on 1 Class Central review

4.3 rating at OpenLearn based on 18 ratings

Start your review of Asset allocation in investment

  • Profile image for Fajars
    Fajars
    2
    This is a good one to understand how it should be allocated, as it is an advanced course and should be followed with other basic invesment course.
Go to class

Never Stop Learning.

Get personalized course recommendations, track subjects and courses with reminders, and more.

Sign up for free
Someone learning on their laptop while sitting on the floor.