Page 61 - DCAC November 2023 Files

Investing Fundamentals

This session an overview of fundamental investing principles in easy-to-understand terms. The
workshop is customized to present investment options available within the plan.
Board/Committee members will learn the basics of investing, industry terminology and portfolio
development consistent with objectives, time horizon and risk tolerance. Topics include:

• The Three Major Asset Classes
• Impact of Inflation

• Asset Allocation and Diversification
• Mutual Funds

• Mutual Fund Sub-Asset Classes
• Portfolio Construction and Investment Selection

• Managing Investments Over Time
• Target Date Funds

• Understanding Plan Investment Options

Intermediate Investing

This session goes beyond Investing Fundamentals to provide additional information regarding
investment analysis. Board/Committee members will learn about performance attribution
metrics, additional industry terminology and performance evaluation criteria. Topics include:

• Portfolio Characteristics
o Market Capitalization
o Price/Earnings Ratio

o Price/Book Ratio
o Other Metrics

• Portfolio Holdings
• Performance Attribution

• Modern Portfolio Theory Statistics
• Sector Weights and Attribution

• Evaluating Investment Risk

2
2239 Harbor Bay Parkway | Alameda, CA 94502 | 510.239.4200
© Innovest Portfolio Solutions 2023