Description

Understand the different types of investments that might be held by different types of investors, from institutional investors, such as pension plans, insurance companies, and sovereign wealth funds, to individual retail investors.

Learning Objectives

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1. Identify the different types of investors.
2. Recall the characteristics of pension funds, their investment horizons, and their requirements from their investments.
3. Recall the characteristics of insurance companies, their investment horizons, and their requirements from their investments.
4. Recall the characteristics of each of endowments, their investment horizons, and their requirements from their investments.
5. Recall the characteristics of each of sovereign wealth funds, their investment horizons, and their requirements from their investments.
6. Recall the characteristics of each of retail investors, their investment horizons, and their requirements from their investments.
7. Identify the investment preferences of different types of investors.