Workshops

Fred Smith Finance runs educational workshops as a service to corporations for the benefit of their employees, usually retirement plan participants. A popular all-day workshop on the "Fundamentals of Investing" consists of the following topics.

• The Personal Investment Profile
• Risk/Return analysis, Sharpe Ratio
• Time diversification, Dollar cost averaging, Value averaging
• Modern Portfolio Theory and the Efficient Market Hypothesis
• The Brinson study; Simple 2- and 3-asset model portfolios
• Characteristics and performance of major asset classes
• Asset allocation; Building an efficiently diversified portfolio using Index Funds
• Other investment vehicles; REITs, Closed-end funds, ETFs, etc.
• Economic cycles:  Business and stock market cycles
• Monetary and fiscal policy, Interest rates and the Yield Curve
• Cyclical and defensive stocks; Sector rotation
• Active versus passive portfolio management

The cost for this day-long workshop is $3000, paid by the corporation.  There is no charge to the individual attendees.  Please contact us for more information, and a copy of our corporate workshop agreement.