ICCC-YP - Investment planning strategies for Generation Y - 09-04-13

09 Apr 2013 11:09 AM | Anonymous
ICCC-Young Professionals Committee Speaker Series

Investment planning strategies for Generation Y

Members of ICCC's Young Professionals Committee with investment advisor Neeraj Nand, 
ICCC President Naval Bajaj & other guests

The ICCC Young Professionals committee held an investment planning event on April 9, 2013 at the Royal Bank Auditorium in downtown Toronto. Neeraj Nand, the keynote speaker and an Investment Advisor with Royal Mutual Funds Inc., presented investment planning strategies for Generation Y.  Accompanying him was his colleague Giulio Doria from RBC Global Asset Management, who spoke about global market trends with a focus on the BRIC countries (Brazil, Russia, India and China).

Nand highlighted six effective strategies used by successful investors. He started off the presentation by explaining that investments should be treated like a business, and everyone should have a financial plan in place. He then stated the importance of having a well-diversified portfolio and how asset allocation can help you achieve your financial goals.
Nand also added that emotions should have a minimal impact on the decisions one makes in regards to his or her investment portfolio. The portfolio should be measured against the investor’s long-term goals instead of focusing only on short-term results. Doria made significant additions to the talk by highlighting the rising trends in BRIC countries and addressing their past performances as well as any upcoming trends in the near future. He further discussed how such trends can affect our investment decisions.
Both speakers captured the audience’s interest. The presentation ended off with a series of engaging questions, many of which addressed the direction of the Canadian economy given the current economic environment. The final takeaway from the evening was that no single investment strategy works for everyone and that one should consult market trends as well as experts in the field in order to make sound investment decisions.
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