ENTR 4520 Chapter Notes - Chapter Portfolio: Impact Investing, Asset Allocation, Ideal Class Group
16 Nov 2017
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Analyze impact investments across 3 dimensions: impact, return, risk. Impact investing as a lens through which one can look at a portfolio. What is the best way to think about the nature of impact within this particular investment. Group of securities that exhibit similar characteristics, behaves similarly in the. 3 main asset classes: equities/stocks, fixed income/bonds, money market marketplace and is subject to the same laws and regulations. instruments. A tradable financial asset of any kind. They are financing or investment instruments that can be bought or sold in. 2 types: debt security (e. g. bank notes, bonds, debentures); equity security (e. g. financial markets. common stock) Take stock of the unique cash flow needs, risk tolerance, time horizon of. Take all of this info into account when making use of traditional investment individual asset owner approach or crafting asset allocation, investment policy statement and investment portfolio. Creating impact portfolio - incorporate client"s values enabling closer alignment of values.
