Page 61 - DCAC November 2023 Files
P. 61
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
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