Analyzing Your Investment Portfolio: Investment Strategy is Not One-Size-Fits-All
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- Détails du fichier
- Size: 25MB
- Créateur / Auteur : Joan Addedis
- Type de ressource : Africa Capacity Report
- # Télécharger: 254
- Accéder: Open to Download
Télécharger des fichiers
BB0052016.pdf
Informations de base
Créateur / Auteur
Etti, Ernest
Source / Éditeur
ACBF
Type de ressource
Détails géographiques et d'audience
Couverture géographique
Classification et domaines
Objet
Investment
Résumé
Investing can be overwhelming for most individuals-even seasoned investors. Investing is nonetheless essential to growing your wealth for a comfortable retirement amongst other goals in life. A common mistake people make when investing, especially in financial assets, is that they allow their emotions to take over and do not take the time to determine if the investment will achieve their financial goals or meet their needs. For example, as you approach retirement or are planning to send your child to university the rules you are using for your investment may no longer apply. The brown-bag session provided basic guidelines that every staff interested in investing should know on how to analyse their investment portfolio to ensure that they reach their financial goals. The session included a discussion on how to determine ones profile as an investor and allocate ones assets appropriately. The session included a power-point presentation followed by Question & Answer part.
Mots-clés
Asset Management, Risk Management
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