Intermediate
Active collective funds and manager conviction
An active collective fund deliberately differs from a benchmark. The research task is to understand those differences, their intended payoff and the losses they can produce.
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Collective Funds Investment Guide
Understand collective investment funds and retirement trusts, compare costs and portfolio risks, and build a practical selection and monitoring process. Follow eight stages from pooled ownership to informed fund research.
Start with What collective funds are and how pooling works, then follow the next lesson links. Explore 32 lessons with worked examples, exercises and further reading. The guide focuses on U.S. collective funds and retirement CITs, with clear notes where account and jurisdiction rules differ.
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Active strategies · All lessons
Strategies and Portfolio Roles
Explore index, active, target date and capital preservation strategies.