Investment Management Course

Welcome | Course Overview | Unit 1: Frameworks | Unit 2: Planning | Unit 3: Implementing

Welcome to the Investment Management Course!

This course is intended to help you build your knowledge to manage your investments in alignment with your values. In particular, I focus on those of us who hold values related to both personal and collective wellbeing and wish to better navigate the world of investing.

In this course, I will help you understand investing approaches related to both "conventional" and "socially responsible" investing. You'll use this information to identify your personal investing policies, which you'll then document in a personalized investment policy statement (IPS). My goal is that you leave this course ready to implement an investment strategy that you understand and feel good* about.

(*Well, as "good" as possible given the complex, uncertain, and unjust realities of our current financial systems...)

This course consists of 3 units that are intended to be completed over one month each, with 2-4 hours of course time per month.

This is Course #2 in my two-part Both/And Finance course series. I recommend you take this after you've completed my Financial Foundations course which you can find here.

Ready to get started? Begin with the Investment Management Course Overview Video below.

Viewing Notes - 1) You can turn on closed captions by hovering over the bottom right corner of each video. 2) You can also change the playback speed - I like 1.5X speed or higher, personally. 3) These videos seem to work best in Chrome, on a computer (rather than a phone).

Investment Management Course Overview

Watch this video for an introduction to the Both/And Finance Investment Management course.

PLEASE NOTE: To give you an extra nudge to support this work if you can, immediate access to the rest of this Investment Management Course requires you to be a paid subscriber at any level. However, a free option is available if you need it, just email me a brief explanation to contact@bothandfinance.com.

Encouraging folks to voluntarily become paid subscribers while they are using the course materials is the most values-aligned way I can think of to help keep this site sustainable. It may also help you get the most you can from the content. Let's just be honest that we live in a culture where it can sometimes be hard to value the things we receive for free. So, although I'm committed to keeping this course freely available for those who need it, I hope you will consider becoming a contributor while you are using the course content. Thank you!

Unit 1 - Frameworks

Build your tools and knowledge to manage your investments in alignment with your values.

Enter Unit 1 here:

Topics covered in Unit 1
- Financial and non-financial risk and return
- Investing Part 2 - Other important investment management concepts
- The Investment Impact Spectrum

Unit 2 - Planning

Clarify your constraints and consider your target portfolio allocations.

Enter Unit 2 here:

Topics covered in Unit 2
- Time Horizon and Liquidity
- Risk Tolerance and Asset Allocation
- Diversification and Correlation
- Including "impact" considerations in our portfolio planning

Unit 3 - Implementing

Determine your investment management policies and make your action plan.

Enter Unit 3 here:

Topics covered in Unit 3:
- Determining and documenting your investment philosophy
- Management considerations for community investments
- Sourcing and evaluating investments
- Revisiting your current portfolio
- Action plan

Questions? Comments?

Email me at contact@bothandfinance.com

I look forward to connecting with you!

Important legal note: This course is not financial advice or recommendation for any investment. The content is for informational purposes only, you should not construe any course information or other material as legal, tax, financial, or other advice.

In other words, I will provide educational information that empowers you to make your own informed decisions for yourself, but I will not give specific investment advice. If you have questions about this, feel free to reach out to me for a chat.