Incorporating Digital Assets into Your Investment Management Strategy
Module 6: Investment Thesis for Digital Assets
Correlation, diversification, risk management, pricing and return potential.
Module 7: Investment Opportunities
What to buy, how to buy, where to custody.
Module 8: Portfolio Construction
How much to buy, how to add to a portfolio, rebalancing and dollar-cost averaging.
Module 9: Regulation and Taxes
Regulatory classifications advisors need to know; the Howey Test; and tax considerations, record-keeping and reporting.
Module 10: Practice Management
Compliance considerations, integration into advisor platforms, financial planning, client communication.