Investment Fundamentals: Understanding Asset Classes and Fund Types

This event offers a clear and practical introduction to key investment concepts, with a focus on asset classes and the structure of investment funds. Our speaker will explore the characteristics, risk profiles, and potential benefits of major asset classes—including equities, bonds, property, alternatives, and cash.

Members will also gain a deeper understanding of how different types of investment funds operate, along with the investment styles they may follow—such as active and passive management, ETFs, and lifestyle investing. The session will highlight the associated risks and considerations of each approach. By the end of the event, members will be better equipped to navigate the investment landscape and support more informed decision-making, whether for themselves or their clients.