This is a presentation I made on May 25, 2023 to the lay members of the Investment Advisory Committee for the Maria Drost Foundation of the Sisters of The Good Shepherd in Minnesota.
- Investment Beliefs: The foundation for success (or failure
- Asset Mix Policy: Determines your long run investment returns
- Asset Class Selection
- Asset Class Weighting
- Rebalancing: Why, when and how?
- Investment Styles
- Performance and Benchmarks
- Security Selection
- Environmental, Social and Governance Factors: ESG
- Conclusions
We had to go back to the basics for this one and the principles we cover here can apply to any one who is new to or wants to refresh their knowledge on Investing.
Here is the text of the presentation or you can download it here:
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