Building Sustainable Portfolios for Family Offices (Part 1)

Learn how to build sustainable portfolios for family offices in this 2 part hybrid course.

Course curriculum

1. How to use this course
2. If you require a certificate for CPT
1. Introduction
1. Asian Wealth Owners' Mindsets
1. Family Asset Structures
1. Capital Spectrum
1. 4 Common Approaches: Building a Sustainable Portfolio
1. Case Study: RS Group
1. Summary
1. Annie Chen: Chair, RS Group
1. Building Sustainable Portfolios Assessment
1. Useful Resources
2. RS Group Impact Report
3. The ImPact - Understanding Impact Investing for Families
4. World Economic Forum: Impact Investing for the Next Generation
5. World Economic Forum: Impact Investing: A Primer for Family Offices
6. Top 10 Questions.pptx
1. Before you go, please help us improve our courses by taking this brief survey!
2. Part 2: Practical Applications

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