Who We Are Consulting content development training Open Enrollment
Duration:One Day

Investment Products 101

 
 
 

What investments might provide satisfactory returns with tolerable risks? This is the same question that both novice and seasoned investors ask. Explore the seven categories of investment products, their characteristics and how they are introduced to the capital markets. Learn about the details of Bonds/ Debt, Commodities, Currency, Derivatives, Equity, Funds & Trusts and Insurance. Delve into the product details, risks and rewards. 

Topics include:
Associated risks
Critical risks and rewards
Investor appeal of each product type
Issuance process
Unique characteristics of each product
Valuation techniques and trading environments

Benefits of attendance:
• Appreciate investor suitability
• Increase awareness of risks
• Learn about issuance process
Learn valuation techniques
Recognize entitlements of ownership
Understand unique characteristics

Staff from the following areas should attend:
• Information Technology
• Middle Office
• Operations
Reference Data
Regulatory Reporting
Risk Management

No prior knowledge required

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