Institutional vs. Retail Investors – Motivations, Mandates and Strategies

Created by Safe Fintech

  • English & Hindi

About the course

A 100-minute focused tutorial that unpacks the behaviors, roles, and influence of different investor types.
This course serves as a foundational guide for finance learners, market enthusiasts, and career aspirants to understand how institutional and retail investors operate, what drives their strategies, and how they impact the broader financial markets. From psychological factors to regulatory considerations, this session explores investor diversity with clarity and practical examples.

  • Explore the broad classification of investor categories and their importance in financial markets
  • Understand the mindset, behavior, and investment style of retail investors
  • Deep dive into institutional investors – who they are, how they operate, and what mandates guide them
  • Learn about investment objectives, constraints, and time horizons across investor types
  • Grasp the concept of risk tolerance and behavioral patterns influencing decisions
  • Review how different investors access markets and the tools they use
  • Decode decision-making models and strategy formulation
  • Understand the role of regulation in protecting investors and maintaining fairness
  • Discover how investor behavior is evolving with technology, information, and global shifts
  • Conclude with a comparative analysis to summarize key differences and similarities

Course Curriculum

What do we offer

Live learning

Learn live with top educators, chat with teachers and other attendees, and get your doubts cleared.

Structured learning

Our curriculum is designed by experts to make sure you get the best learning experience.

Community & Networking

Interact and network with like-minded folks from various backgrounds in exclusive chat groups.

Learn with the best

Stuck on something? Discuss it with your peers and the instructors in the inbuilt chat groups.

Practice tests

With the quizzes and live tests practice what you learned, and track your class performance.

Get certified

Flaunt your skills with course certificates. You can showcase the certificates on LinkedIn with a click.

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