Module 08 – Collective Investment Scheme (CIS)

What Will You Learn?

• 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.