Our Training Method
Youinvest training services for private investors are conceived and organized according to an unique method apt to minimize the Participants’ economic effort while optimizing the time devoted to learning.
YouInvest method is based on the following principles:
EFFICIENCY in the costs (both monetary and informational) / benefits (=risk-adjusted performance of investment and real wealth increase in the medium - long term) ratio.
AUTHORITATIVENESS, scientificity and simplicity. The best academic contents deemed useful for our Participants, especially with regard to behavioral finance, are selected and made available in simple terms.
INDEPENDENCE - YouInvest is not acting in conflict of interest, and is not intended to create relationships with third parties such as banks, insurance companies, management companies, investment firms, which may create distortions in the provided learning.
MUTUALITY - YouInvest encourages the growth of the Participants’ preparation, so that over time each of them will also facilitate others’ knowledge.
CONTINUITY - YouInvest does not deliver sporadic courses and then let Partceipants down. Acting with the certainty that in finance knowledge transfer is almost useless if it is not applied to the volatile markets real world, YouInvest training services are organized in such a way as to create a growing financial awareness. They mainly consists of “learning together by doing " activities (let's learn together by doing).
GRADUALITY - YouInvest delivers a gradual training that - starting from the knowledge of simple as well as necessary methods and tools - is also applicable only on a part of personal wealth and/or on a portion of future savings. YouInvest activity excludes from its scope any earlier unaware investment decisions, as well any past investment that gave rise to unexpected negative results. In any case, one of the goals of gradual and continuous training is to increase Participants’ personal portfolio share consistent with the method YouInvest compared to the inconsistent one.
FLEXIBILITY - YouInvest training services are delivered in classroom and/or online, with scheduled appointments, tests, and free self-learning, so as to allow each participant to build a growth custom path related to knowledge and application of the same.
VALUE CREATING AND SHARING - YouInvest training services have a fair cost compared to the creation of monetary value for Participants.
AN INTEGRATED APPROACH TO RISK-RETURN PROFILE - The objective of YouInvest training programme is that Participants are able to take sound and conscious investment decisions, discounting the full range of possible outcomes (positive or negative) that may result from the decisions themselves on different time horizons. In this way, our Participants minimize unexpected results, which are among the main sources of behavioral distortions. For a part of investment decisions the stop loss is optionally introduced, highlighting the pros and cons that it can bring.