INVESTMENT MANAGEMENT

Question 1

Involves handling financial assets and investments on behalf of clients to achieve their financial goals

Answer 1

Financial Management

Question 2

Resource own by individual or entity that has economic value and can be used to generate income

Answer 2

Assets

Question 3

THE INVESMENT PROCESS

Answer 3

Setting clear goals and objectives
Understanding risk tolerance and time horizon
Developing an investment plan
Monitoring and evaluation performance

Question 4

DIFFERENT ASSET CLASSES

Answer 4

Stocks
Bonds
Real Estate
Commodities
Alternative investments

Question 5

ownership shares in a company

Answer 5

stocks

Question 6

dept securities

Answer 6

bonds

Question 7

such as property, land, building, crops

Answer 7

real estate

Question 8

tangible good that can be bought and sold or exchange for products with the similar value

Answer 8

commodities

Question 9

financial assets that does not fall into one conventional investment categories

Answer 9

alternative investments

Question 10

various types of assets or accounts in which investors can place their money to achieve financial goals

Answer 10

investment vehicles

Question 11

pooled collection of assets that invest in stocks, bonds, and other securities

Answer 11

mutual fund

Question 12

investment funds traded on stock exchanges

Answer 12

exchange-traded funds

Question 13

a set of money from individual

Answer 13

pooled

Question 14

buying and selling of investment

Answer 14

active investment

Question 15

buying and holding investment with portfolio

Answer 15

passive investment

Question 16

the investment manager makes decision on behalf of the investor without prior approval

Answer 16

discretionary

Question 17

the investment manager provides recommendations, but the investor retains control and makes final decision

Answer 17

non-discretionary

Question 18

TYPES OF INVESTMENT MANAGEMENT

Answer 18

active management
passive management
discretionary management
non-discretionary management

Question 19

are entities that facilitates financial transactions between 2 parties

Answer 19

banks

Question 20

middlemen who connects buyer and seller

Answer 20

broker

Question 21

3 ROLE OF FINANCIAL INTERMEDIARIES

Answer 21

banks
broker
investment banks

Question 22

new stocks and bonds are sold to public for the first time

Answer 22

primary market

Question 23

where participants lend and borrow short-term

Answer 23

exchange market

Question 24

purchase and sale of large volumes of very-short debt products

Answer 24

money market

Question 25

long-term debt

Answer 25

capital market

Question 26

where investors buy and sell securities that they already own

Answer 26

secondary market

Question 27

for individual investors and help clients achieve their unique financial goal

Answer 27

individual/private wealth management

Question 28

supervise and manage the investment portfolios, for organizations like pension funds, endowments, and foundations.

Answer 28

institutional investment management

Question 29

ask question about your financial goals through an online survey.

Answer 29

robo-advisors

Question 30

Create an investment plan that aligns with your goals

Answer 30

develop a plan

Question 31

regularly review performance and adjust as needed

Answer 31

monitor and adjust

Question 32

clearly outline what you want to achieve

Answer 32

define objectives

Question 33

assess current assets, liabilities, and investment preferences

Answer 33

analyze assets

Question 34

execute the investment strategy

Answer 34

implement strategy