Level 5 - Mutual Fund Investing Masterclass
Level 5 - Mutual Fund Investing Masterclass
This course is designed for a global audience and not to any particular domestic market. The concepts you will learn here are universal in nature and can be applied to any market in the world.
The Mutual Fund Investing Masterclass Program is a program that aims to help you achieve your financial goals in life.
The primary objective of the Level 5 - Mutual Fund Investing Masterclass is to give you a deeper understanding of index funds and exchange traded funds.
So, by the time you are done with this course, you will have a far better understanding of index funds and exchange traded funds compared to the average mutual fund investor.
Following are the topics covered in this course :
Understanding Index Funds:
Quick History
Active Vs Passive
The Index Fund
Primary Objective
Assumptions
Diversified Portfolio
Low Cost
Low Portfolio Churn
No Managerial Risk
Returns
Risk
Suitability
Understanding ETFs
Quick History
The ETF
Index Fund Vs ETF
Low Cost
Liquid
Diversified Portfolio
Tax Efficient
No Exit Loads
Active Vs Passive ETFs
Returns
Risk
Suitability
Anatomy of an ETF
The ETF
The Authorized Participant
Creation
Redemption
Demand & Supply Economics of ETFs
Types of Index Funds & ETFs
Broad Market Based
Bond Based
Strategy Based
Market Cap Based
Foreign Market Based
Dividend Focused
Sectoral
Currency Based
Commodity Based
Actively Managed ETFs
Issuer Based (Ex : Minicipal Bonds)
Leverage Based
Key Concerns
Opportunity Cost
Tracking Error
Valuation Risk
Missed Assets
Active Vs Index Funds
Market Risk
Lack of Control
Limited Strategies
Cost - Index Vs ETFs
Dividend Distribution - Index Funds Vs ETFs
Cash Balance Requirement in Index Funds
Action Steps
Investing in Index Funds & ETFs
Standard Disclaimer : The material presented here is for educational purposes only. Please do proper due diligence. There are risks involved in markets and hence investments in mutual funds. Returns are never guaranteed. The concepts discussed in this course are applicable to any mutual fund industry in the world. However, the terminology may differ for different countries or markets. No representation or warranty is made as to the accuracy, completeness or fairness of the information and opinions contained herein. This course does not endorse any fund house or any mutual fund scheme.
Note : This course and all of its contents and future updates, are partly owned, managed & represented by the CurlyDreams Digital Services OPC Pvt. Ltd. registered in India, having the CIN (Corporate Identification Number): U92490KA2020OPC141518 & TAN (Tax Account Number) : BLRC20856D. Ms. Rashmi Musale is the 100% Owner & Shareholder of CurlyDreams Digital Services OPC Pvt. Ltd.
Learn about index funds & ETFs - portfolio, returns, risks, types, attributes, costs, taxation & categorisations
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What you will learn
- Understanding Index Funds & ETFs
- Learn what are the risks and costs involved in Index Funds & ETFs
- Different ypes of Index Funds & ETFs
Rating: 4.4
Level: All Levels
Duration: 2.5 hours
Instructor: Rashmi Musale
Courses By: 0-9 A B C D E F G H I J K L M N O P Q R S T U V W X Y Z
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