MONEY BAMBOO

Our purpose is to help more and more people experience financial well-being. We are dedicated to helping our clients, employees, shareholders and communities achieve financial security, financial mobility and financial freedom
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MONEY BAMBOO

Our purpose is to help more and more people experience financial well-being. We are dedicated to helping our clients, employees, shareholders and communities achieve financial security, financial mobility and financial freedom.
Our goal is to help you reach financial freedom
Yours Truly
Founder of Money Bamboo
Our Mission Is To Help Our Clients Reach Their
FINANCIAL GOALS
We achieve this through our investment strategies, adhering to our values and investment principles, and offering employees a challenging and
rewarding place to build a career.
In this Specialization, you will understand how investment strategies are designed to reach financial goals in a global context. You will learn the theory that underlies strong investment decisions, as well as practical, real-world skills that you can apply when discussing investment proposals with your advisor, managing your personal assets or your client’s investment portfolio. You will start by developing a global understanding of financial markets and what impacts rational and irrational behaviors have in finance at the micro and macro levels. You will then learn how to adequately build and manage a portfolio with a long-term view while gaining an appreciation for novel research advances in finance and related areas as well as future trends that are shaping the investment management industry. In the final Capstone Project, you will create a sensible 5-year investment plan that accounts for an investor's goals and constraints in a dynamic economic landscape. Key speakers from UBS, our corporate partner, will contribute to this specialization by providing you with practical insights they have gathered through years of experience working for the world’s largest wealth manager.
What Is Investment Management?
Investment management refers to the handling of financial assets and other investments—not only buying and selling them. Management includes devising a short- or long-term strategy for acquiring and disposing of portfolio holdings. It can also include banking, budgeting, and tax services and duties, as well.