Description
Content Language – English
Duration – 17 video sessions
Who is it for – Anyone advising clients to invest in ULIPs and want to learn the process to select ULIPs and specially learn when and how to switch between debt &equity.
Cost – 5,000 + GST
Security Note – The login will only work on the first device you login to. So if you login using your phone, it will work only on the phone.
| Topics | Detailing |
|---|---|
| Reading the Debt Funds Factsheet | – Debt Investment Products – Rating & Maturity of investments – Risk & Return measures |
| Understanding Debt Investment Instruments | – Money Market Instruments (MMI) Treasury Billse Commercial Papers Corporate Deposits CBLO – Other instruments GOI Bonds SDLs NCDs |
| Risk & Return measures in Debt Funds | – Yield to Maturity (YTM) – Modified Duration – Credit Ratings |
| How to select the right debt fund category and do competitive analyses | – A step by step guide on when to select liquid fund, short term fund or long term fund – A guide on how to do comparative analysis between various Insurance companies |
| Return measures in Equity Funds | – Holding period return (HPR) – CAGR – IRR – XIRR – Rolling Returns |
| Risk measures in Equity Funds | – Standard Deviation – Beta |
| Risk Adjusted Returns | – Sharpe Rati – Sortino Ratio – Treynor Ratio – Jensens Alpha – Beta – Beta |
| How to select the right Equity fund (competitive analyses) |
– A guide on how to do comparative analysis between various Insurance companies |
| Switching | – A strategy on when to switch from Equity to Debt and vice versa to maximize returns and minimize risk |
