Global Investment
1. Global Investment – Why we need to think globally in investment?
2. Define the characteristics of investment
Returns
Risk
Safety
Liquidity
3. Explain the portfolio management process
4. Explain the phase of the investor lifecycle
Accumulation phase
Consolidation phase
Spending/gifting phase
5. Define investment Strategies
- passive and active strategies
- growth investing
- value investing
- income investing
- indexing
- dividend growth investing