Station 3: Understanding Diversification (UI)

Description

Understanding Diversification explores the age-old wisdom of not putting all your eggs in one basket. But are all eggs and all baskets created equal, and how many eggs should go in a basket anyway?

To answer these questions, we trace the steps of a mysterious medieval figure whose fortunes have finally turned and who now has a windfall to invest in the property market. We begin with the mathematics of a simple diversification strategy and progress to event probability using a game of dice, elaborating on the deeper nuances of diversification and their implications for modern portfolio construction and management.

Table of Contents

1. Seeing Diversification in Numbers
2. Seeing Diversification Through the Prism of Probability
3. The Limits of Diversification
4. Assessment

System Requirements

See System Requirements in the Coggno Knowledge Base

Author

Investanalitix

24 Courses

Zola Sookias, Founder & Managing Director

Mr Sookias has extensive experience in investment management, including roles in equity and fixed income analysis, portfolio management, DB and DC pension consulting, product development, manager search & selection, fund performance evaluation and monitoring, and investment publishing.

He has worked with major US investment houses, notably Black Rock Asset Management, Morgan Stanley and Bank of America, as well as a boutique firm specialising in the natural resources sector where he was the senior metals and mining analyst.

His European experience has been with Irish Life International and SEB where he was responsible for developing the investment platform serving the pan-European market, and Black Rock Asset Management Ireland, where he was Investment Director responsible for governance and oversight for the company’s Irish-domiciled active and passive funds.

Mr Sookias holds a BSc. in Geology & Chemistry and an MSc. in Mineral Exploration from the Royal School of Mines, Imperial College, University of London.