Asset Classes (Part II)

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This course looks at the risk/return characteristics and diversification benefits of other (other than equity) asset classes such as bonds (fixed income), cash and cash equivalents, real estate, and alternative assets such as commodities, private equity and hedge funds.

Audience

Private Bankers and other relationship officers with responsibility for serving the high-net-worth clients who want to develop a deeper understanding of the nature and characteristics of private banking, opportunities to differentiate service levels, solutions that attract private banking clients and the product mix required to sustain this profitable client segment.

Learning Objectives

After completing this course, students will be able to:

• describe the key features and risk and return characteristics of the main non-equity asset classes, namely bonds, cash and cash equivalents, real estate, and alternative assets

Questions? Please contact training@aba.com for more information.