Investors’ Roadmap: Taking Control of Your Own Investments
In a time where information is in abundance and individual investors have access to multiple assets in multiple markets, many investors have sought to take control of their own investments. However, the wide variety of products available can be rather overwhelming for many investors. Many do not know where to start or get distracted while organizing their own investments.
This course seeks to empower individual investors with the knowledge to take control of their own investments, tailored towards their own preferences. Participants will first be introduced to fundamental concepts on how to organize their own investments. Next, participants will gain valuable understanding in all tradable assets and how to use a variety of products available to individual investors. Finally, participants will be guided in applying what they have learnt for the workshop to organize their own investments.
Segment 1: Investor Fundamentals
- Knowing what you want and how you can get it
- Allocating money to your investments
- Monitoring your investments
Segment 2: Assets and Products
- Learn about different tradable assets (Example: Stocks, Bonds)
- What are various products associated with each asset class
- Gain an insight into Collective Investments (Example: ETF, REIT)
- How to gain access to the various products and collective investments
- How to use these products and collective investments for different purposes
Segment 3: Practical Application
- Examples on how to organize your own investments
- Hands-on to organizing your personal investments
Adrian Ho specialises in the sales and trading of global equities in Singapore, Hong Kong and US. He serves individual clients from the region, providing guidance on their personal wealth and risk management. In addition, he serves a pool of public listed companies in Singapore and Hong Kong, informing top finance managers and executives on market opportunities.
Adrian engages in real time research on market conditions and endeavours to provide his clients with practical analysis on cash equities and structured products based on their risk appetite. Over the last seven years, Adrian has shared his views with his clients in his privately circulated publication, Market-Juice, on global economics and corporate action such as the oil and corporate debt, as well as the acquisition of Tiger Airways by SIA. He is also regularly interviewed on the current market conditions by business media such as The Straits Times and Chinese dailies such as Lianhe Zaobao and Lianhe Wanbao.
For further enquiries, please email firstname.lastname@example.org or call 6327-5438
(Operating Hours: 9.00am to 5.00pm)
Terms and Conditions
Singapore Exchange reserves the right to make changes to the time, date, syllabus, speakers, venue or cancel the course if warranted by circumstances beyond its control.
Cancellation and Transfer Policy
Cancellation for a registration must be made in writing at least 10 business days before the event and a refund (less a 10% administrative fee of total course fee) will be made. No refunds will be given for cancellations received less than 10 business days prior to the event. All requests for replacement must be made in writing at least 3 business days prior to the event.
Register online and make payment via credit card by clicking on the “Register” button.
Alternatively, you may wish to make payment by cheque, made payable to “SGX Academy Secretariat“. Please mail your cheque to the following address:
SGX Academy Secretariat
160 Robinson Road
Please provide your name, email, contact number, event title and date on the reverse side of the cheque. Enrolment is contingent upon receipt by Singapore Exchange of full payment and availability of space in the event. A confirmation note will be sent via email 10 business days before the seminar/course commences.