Standalone Financial Literacy Module

Asset Allocation: Building Modern Portfolios

Explore how asset allocation moved from theory to common practice. Learn about different approaches through real-world examples. Hear why some well-known investors warn about over-diversification, and why knowing what you own still matters.

Includes video lessons, a quiz, PDF deck and reflection exercise.

Buy this module — €49

This module is also included in the full 14-module Financial Literacy Programme.

Inside the Module

    1. Module Introduction

      FREE PREVIEW

    2. From Individual Securities to Asset Classes

    1. Asset Mix, Correlation & Investor Preferences

    2. Strategic, Tactical & Dynamic Asset Allocation

    3. Asset Allocation: A Football Explainer

    1. Case Study: State Street & Model Portfolios

    2. Case Study: Endowment Fund Asset Allocation

    1. Historical Asset Class Returns, Volatility & Diversification

    2. “Diworsification”: The Risk of Watering Down Ideas

    3. Caveats: Understand the Underlying Investments

    1. Key Takeaways

    2. Reflection Exercise

    1. Test Your Knowledge -Asset Allocation Quiz

    2. Asset Allocation: Build Modern Portfolios - PDF Deck

    3. Reflection Exercise PDF

    4. Your Learning Experience

About this course

  • €49,00
  • 16 lessons
  • 1 hour of video content

Start the Module

Get immediate access to this practical module, including video lessons on the key aspects of asset allocation, real-world examples from State Street model portfolios and a university endowment fund, and a balanced take on diversification, concentration and knowing what you own.

€49

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