Framework: Introduction to Institutional Investing

Content
8 modules

Instructor
CODE

Description

This course highlights the people and organizations involved in institutional investing.  It provides information on who makes decisions, what guides their choices, and how institutional investors invest their assets at the broadest level. 

Subjects include: definition of fiduciary, defined contribution (DC) vs. defined benefit (DB), modern portfolio theory, capital markets theory and asset allocation, historical risk aversion, the power of diversification, and portfolio mean-variance optimization.      

1.
Introduction and Definitions for Institutional Investing
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2.
What is a Fiduciary?
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3.
Defined Benefit vs. Defined Contribution
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4.
Defining Some Modern Portfolio Theory Concepts
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5.
Capital Market Theory & Asset Allocation
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6.
Historical Risk Aversion & The Power of Diversification
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7.
Portfolio Mean-Variance Optimization & Key Takeaways
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8.
Knowledge Check: Introduction to Institutional Investing
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