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R02 - Investment Principles and Risk

Before We Get Started

Introduction (1:38)
R02 Mindmaps

Chapter 1 - Cash investments and fixed-interest securities

Cash investments (4:18)
Banks and building society accounts (3:26)
Money market investments (2:27)
Fixed-interest securities (9:06)
Gilts, Corporate fixed-interest securities, Convertible bonds and Floating rate notes (5:16)
Chapter 1 - Round Up (0:35)
Chapter 1 - Test Your Knowledge

Chapter 2 - Equities, property and alternative investments

Equities (6:00)
Investment ratios (3:00)
Indices (3:20)
Property (4:56)
Alternative investments (3:04)
Chapter 2- Round Up (0:44)
Chapter 2 - Test Your Knowledge

Chapter 3 - Economic environment

Economic environment and economic cycles (6:11)
Balance of payments and exchange rates (4:52)
Fiscal and monetary policy (3:59)
Inflation (2:09)
Financial investment in the economy and trends in investment markets (2:44)
Chapter 3 - Round Up (0:37)
Chapter 3 - Test Your Knowledge

Chapter 4 - Investment Theory

Modern portfolio theory (4:24)
Capital asset pricing model (1:40)
Multi-factor models, efficient market hypothesis and behavioural finance (4:19)
Chapter 4 - Round Up (0:30)
Chapter 4- Test Your Knowledge

Chapter 5 - Time value of money

Time value of money (2:59)
Chapter 5 - Round Up (0:29)
Chapter 5- Test Your Knowledge

Chapter 6 - Risk

Risk (8:29)
Chapter 6 - Round Up (0:32)
Chapter 6- Test Your Knowledge

Chapter 7 - Indirect investments - unit trusts, OEICs and investment trust companies

Unit trusts and OEICs (5:04)
Unit trusts (8:10)
Open-ended investment companies (3:01)
Unit trust and OEIC management services and off shore funds (5:46)
Closed-ended funds/investment trust companies (11:05)
Chapter 7 - Round Up (0:33)
Chapter 7- Test Your Knowledge

Chapter 8 - Other direct investments including life assurance-based products

Life assurance-based investments (10:47)
Exchange-traded products, property-based investments and private equity (2:54)
Individual savings accounts (6:23)
Hedge funds, absolute return funds, structured products and Sharia-compliant investments (3:46)
Chapter 8 - Round Up (0:47)
Chapter 8 - Test Your Knowledge

Chapter 9 - The investment advice process

The investment advice process (9:02)
Risk and return objectives (1:54)
Asset allocation (2:58)
Chapter 9 - Round Up (0:35)
Chapter 9 - Test Your Knolwedge

Chapter 10 - The principles of investment planning

Asset allocation and portfolio optimisation (4:06)
Portfolio construction and fund selection (7:22)
Selection of tax wrappers and platforms (3:55)
Portfolio reviews (2:50)
Chapter 10 - Round Up (0:39)
Chapter 10 - Test Your Knowledge

Chapter 11 - The performance of investments

Investment performance (6:17)
Performance attribution (2:21)
Chapter 11- Round Up (0:42)
Chapter 11- Test Your Knowledge

Future Development

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