Masterclass: Portfolio investment

University event offered by Birmingham City University

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Short Session Delivered at Birmingham City University

Key stage 4 and 5 students are given direct access to academic expertise at our campus. Staff will help students to develop a deeper understanding of current issues within their chosen subject area.

Available dates

Please contact us to arrange a date.

Suitable for

Events for School and College Groups (Ages 14-16)
Events for School and College Groups (Ages 16-18)

Full event details

Portfolio investment involves strategically crafting a mix of
financial assets to achieve specific goals while managing risk.
Key elements include aligning strategy with goals, assessing risk
tolerance, strategic asset allocation, and selecting investment
vehicles like stocks, bonds, and mutual funds. At the end of the
session, students will be equipped with fundamental knowledge
and practical insights to begin navigating portfolio investment
and making informed decisions to meet their financial objectives.
Our academic gives a live demonstration by downloading data from
Refinitiv Eikon and constructing equity portfolio using our trading
room at BCU.

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Available dates

Please contact us to arrange a date.

Suitable for

Events for School and College Groups (Ages 14-16)
Events for School and College Groups (Ages 16-18)

Birmingham City University

Find out more about Birmingham City University