Making sense of Return, Risk, Diversification, Valuation, Leverage and Expenses
What you'll learn
Evaluate the risk and return of an investment objectively
Distinguish among the different method of measuring risk
Identify the various approaches used for valuation
Recognise the role that uncorrelated asset classes played in providing enhanced return and diversification
Relate how investment expenses affect return of an investment
Compute the numbers used for measuring risk and return
Requirements
This workshop is conducted in English and designed for people who do not have professional training in investment management. Therefore, participants are not required to have prior investment knowledge
If you know how to add and subtract, you will appreciate the course just fine.
Description
For many, investment is a subject that is mysterious and quite intimidating. This unfortunate outcome is no coincidence. Many in finance like to speak a different language. The language is intimidating to outsiders. But suppose you want to progress in your career. In that case, you'll need to engage deeply in investment terminology —it is the language of business, the lifeblood of the economy, and increasingly a dominant force in capitalism. This course aims to provide you with the most central investing foundation so that you will never find finance intimidating again. Mastering these six numbers won't make you a financial engineer—there are likely more than enough of those. Instead, internalizing these six numbers will provide the foundation for addressing financial issues with confidence.This workshop provides the conceptual foundation for understanding the financial markets through these six numbers.Numbers inform nearly every aspect of our investing lives; the challenge is knowing what to look for and how to interpret them.These six numbers, if well understood by the practitioners, would make navigating the complex investing world a lot easier.However, some numbers are more important than others. Sometimes, they prove what we doubt. Sometimes, they discredit what we believe. And on occasion, they permit us to say, "I told you so." We need only look for them, and they are everywhere. They allow you to understand the context that you are investing in, verify claims made by gurus and take decisive action to benefit your portfolio.Start breaking away from the novice stage by familiarising these six numbers. Six numbers every investor must know show you what to look for in Return, Risk, Diversification, Valuation, Leverage and Expenses.This short course will help participants ask the right questions to guide them in their investment decisions. It is not a blueprint for beating the market but a commonsense approach for understanding the conceptual basics of investing.
Overview
Section 1:
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1 - Getting to know the number on Return
Lecture 1 Introduction
Lecture 2 How do you compute investment return for your investment
Lecture 3 Measuring Return
Lecture 4 Return - Core Understanding
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1 - The Risk Free Rate
Lecture 5 Return - Core Understanding
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2 - The Risk Premium
Lecture 6 Return - Core Understanding
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3 - How to calculate return
Lecture 7 The Math of Loss
Lecture 8 The Tyranny of Return
Lecture 9 Summary for
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1 - The Number for Return
Section 2: Getting to know the number on Risk
Lecture 10 Using volatility as a measure of risk
Lecture 11 The mismeasurement of risk
Lecture 12 Hidden Risk
Lecture 13 Value at Risk
Lecture 14 It is about risk and return
Lecture 15 Summary for
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2 - The number for Risk
Section 3: Diversification - The free lunch on Wall Street
Lecture 16 Diversification - It may not be intuitive
Lecture 17 The concept of low correlation
Lecture 18 Does two negatives produce one positive
Lecture 19 17 Diversification - The free lunch
Lecture 20 Diversification - Correlation coefficient
Lecture 21 Summary for
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3 - The number for Diversification
Section 4: The number on Valuation
Lecture 22 Valuation - The Concept of Hurdle Rate
Lecture 23 Intrinsic Approach to Valuation
Lecture 24 Relative Approach to Valuation
Lecture 25 Asset Based Approach to Valuation
Lecture 26 Asset Based Approach to Valuation - Liquidation Value
Lecture 27 Summary for
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4 - The number for Valuation
Section 5: The number on Leverage
Lecture 28 Introduction to leverage
Lecture 29 Understanding the carry trade
Lecture 30 Summary for
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5 - The number for Leverage
Section 6: The number on Expense
Lecture 31 An Introduction to expense
Lecture 32 Types of investment expenses
Lecture 33 The Impact of expenses on investment
Lecture 34 Conclusion
Lecture 35 Summary
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6 - The number for Expense
For many, investment is a subject that is mysterious and quite intimidating. This unfortunate outcome is no coincidence. Many in finance like to speak in a different language. The language is intimidating to outsiders. But if you want to progress in your career, you'll need to engage deeply in investment lingo —it is the language of business, the lifeblood of the economy, and increasingly a dominant force in capitalism. So neglecting the language used in investing and hoping to survive in the industry is increasingly difficult as the client becomes more sophisticated. This course aims to provide you with the most central foundation of investing so that you will never find finance intimidating again. Mastering these six numbers won't make you a financial engineer—there are likely more than enough of those. Instead, internalizing these six numbers will provide the foundation for addressing financial issues with confidence and gain trust with your client. Through these six numbers, this workshop provides the conceptual foundation towards understanding the financial markets. These six numbers if well understood by the practitioners, would make navigating the complex world of investing a lot easier. This short course will help participants ask the right questions to guide them in their investment decisions. It is not a blueprint for beating the market but a commonsense approach for understanding the conceptual basics of investing.