Description
UI+ is our "nuts-n-bolts package". This includes all the benefits of UI but with the addition of our Learning Lounge. This specialised area is created especially for those curious - if not inquisitive - individuals who like to delve deep and reach for the nuts and bolts of a subject.
Here we dissect each topic through formulas, analysis, commentary and examples to shed light on its nuances and subtleties and how these come into play in real life.
Why not fly on the wings of your imagination and enter our Isaac Newton Lounge for some inspirational study time? Or come and marvel a while at the magnificence of the 10th Century Royal Library of Cordoba while you lose yourself among its 400,000 books….
Table of Contents
Station 1: Understanding Risk & Return
Station 2: Risk Profiling
Station 3: Diversification
Station 4: Asset Classes
Station 5: Portfolio Construction
Station 6: The Magic Black Box
Assessment
The Learning Lounge
System Requirements
This course is compatible with all browsers.
Investanalitix
Zola Sookias, Founder & Managing Director
Mr Sookias has extensive experience in investment management, including roles in equity and fixed income analysis, portfolio management, DB and DC pension consulting, product development, manager search & selection, fund performance evaluation and monitoring, and investment publishing.
He has worked with major US investment houses, notably Black Rock Asset Management, Morgan Stanley and Bank of America, as well as a boutique firm specialising in the natural resources sector where he was the senior metals and mining analyst.
His European experience has been with Irish Life International and SEB where he was responsible for developing the investment platform serving the pan-European market, and Black Rock Asset Management Ireland, where he was Investment Director responsible for governance and oversight for the company’s Irish-domiciled active and passive funds.
Mr Sookias holds a BSc. in Geology & Chemistry and an MSc. in Mineral Exploration from the Royal School of Mines, Imperial College, University of London.