4.73
(862 Ratings)

Module 08 – Collective Investment Scheme (CIS)

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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.

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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.

Course Content

Module Introduction

  • Module Introduction
    02:13

Chapter 1 – Introduction to Collective Investment Schemes

Chapter 2 – Types of Collective Investment Schemes

Chapter 3 – Structure and Regulation of Collective Investment Schemes

Chapter 4 – Investment Strategies in Collective Investment Schemes

Chapter 5 – Evaluating Collective Investment Schemes

Module Summary

Student Ratings & Reviews

4.7
Total 862 Ratings
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685 Ratings
4
131 Ratings
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39 Ratings
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5 Ratings
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exellent
Repeating questions!
Firaol Tagagn
3 days ago
Yes
MT
5 days ago
Good
BA
5 days ago
it is good
AA
6 days ago
Thank You so much!!!
NN
6 days ago
👍
DA
6 days ago
Very interesting topics
BY
6 days ago
it was great
Nice work
Excellent presentation
ISRAEL TESHOME
2 weeks ago
I would say i have gained a basic grasp of the key players in the Collective scheme.
Fahmi Shifferaw
2 weeks ago
Thank for sharing such interesting topics
Kelara Enja
2 weeks ago
Fantastic!!
SM
2 weeks ago
thank you, it is good!
AS
3 weeks ago
excellent
DB
3 weeks ago
This course provides a comprehensive and technically sound foundation in investment management, effectively bridging the gap between theoretical portfolio theory such as Standard Deviation, Alpha, and Systematic Risk and the practicalities of modern financial structures like ETFs, REITs, and Mutual Funds.
WT
3 weeks ago
Thanks ESX
AG
3 weeks ago
Thanks
KS
4 weeks ago
It was indeed useful for me