Investment and Portfolio Management Workshop – Part I

This introductory workshop will cover modern portfolio theory and related concepts including asset classes and portfolio risk return, efficient frontier, benchmarking and portfolio construction. It will conclude with a few portfolio management techniques such as diversification, dollar cost averaging and rebalancing, etc. The goal is to help audiences learn general investment processes and to identify their investment objectives (or goals), preferences, and risk tolerance level in order to develop future investment policies.

Presenter: Holly Cao, CFA & TransAmerica Financial Advisors

For more information, contact Yang Wang at 203-622-7924 or ywang@greenwichlibrary.org