Fundamentals of Investing Guide

Investment is about putting your money to work now to provide a source of income and capital for the future. Most individuals invest in order to generate a profit or positive return over a reasonable time frame. The higher the return generated by an investment, the greater chance you have in achieving your financial goals.

In the past, investors have been encouraged to invest in specific products or funds that promise high returns over the long term. These may not be suited to your circumstances or take account of your risk preferences, and can result in disappointing returns. Investments inevitably carry some form of risk and understanding your tolerance for risk is therefore important in the financial planning process.

 

Whats included?

  • The concept of investment risk and return
  • Asset class diversification
  • Asset class performance
  • Building an investment portfolio
  • Investing and the Efficient Frontier
  • Adapting to change
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