Module 8 – Collective Investment Scheme (CIS)

Course Prerequisite(s)

Please note that this course has the following prerequisites which must be completed before it can be accessed
Module 7 – Securities Analysis and Valuation Methods

About Course

This module provides a comprehensive introduction to Collective Investment Schemes (CIS), exploring their definitions, structures, benefits, and historical evolution. It aims to give students a foundational understanding of how various investment vehicles, including mutual funds, Exchange-Traded Funds (ETFs), Real Estate Investment Trusts (REITs), hedge funds, and private equity funds operate within the financial markets. The module emphasizes the roles and advantages of CIS, the different types it encompasses, and the regulatory frameworks governing them, particularly within the Ethiopian context. Through this module, students will gain insights into evaluating CIS by assessing performance metrics, risks, fees, investment strategies, and others, ensuring informed decision-making in investment matters.

Understand the concept of CIS and identify various types, structures, and their roles within the financial markets.
Evaluate the advantages of investing in CIS, including diversification, professional management, liquidity, and cost efficiency.
Trace the historical development of CIS, outlining significant milestones and their impact on modern investing practices.
Understand the legal structures and regulatory compliance requirements governing CIS, particularly within the Ethiopian capital market.
Identify different investment objectives and strategies utilized in CIS and how they align with investors' financial goals and risk tolerance.
Apply risk assessment techniques for various CIS, considering factors such as volatility, liquidity, and regulatory compliance.
Analyze the performance of CIS using appropriate benchmarks and metrics, ensuring a comprehensive evaluation of investment effectiveness and outcomes.

Course Content

Module Introduction

Module Introduction

02:13

Course Prerequisite(s)

About Course

What Will You Learn?

Course Content

Module Introduction

Module Introduction

Chapter 1 – Introduction to Collective Investment Schemes

Chapter Introduction – Definitions

Interactive Exercise

Role and Benefits of Collective Investment Schemes

Historical Background and Evolution of Collective Investment Schemes

Chapter Key Points

Self Assessment Questions

Chapter 2 – Types of Collective Investment Schemes

Chapter Introduction – Types of Collective Investment Schemes

Interactive Exercise

Exchange-Traded Funds (ETFs)

Real Estate Investment Trusts (REITs)

Hedge Funds

Private Equity Funds

Chapter Key Points

Self Assessment Questions

Chapter 3 – Structure and Regulation of Collective Investment Schemes

Chapter Introduction

Legal Structure and Governance of Collective Investment Schemes

Interactive Exercise

Regulatory Framework and Compliance Requirements

Structure and Regulatory Framework of CIS within the Ethiopian Capital Market

Role of Regulators and Supervisory Authorities

Self Assessment Questions

Chapter 4 – Investment Strategies in Collective Investment Schemes

Chapter Introduction

Passive vs. Active Management

Interactive Exercise

Diversification and Asset Allocation

Self Assessment Questions

Chapter 5 – Evaluating Collective Investment Schemes

Chapter Introduction

Factors to Consider When Evaluating Collective Investment Schemes

Investment Objectives and Risk Tolerance

Interactive Exercise

Risk Management and Performance Measurement

Performance Analysis and Benchmarking

Chapter Key Points

Self Assessment Questions

Module Summary

Module Summary

Self Assessment Questions

Student Ratings & Reviews

About Us

Partners

Important Links