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Chicago Booth CIMA Preparation > V. PORTFOLIO CONSTRUCTION AND CONSULTING PROCESS -- B. Client Discovery > Flashcards

V. PORTFOLIO CONSTRUCTION AND CONSULTING PROCESS -- B. Client Discovery Flashcards

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Chicago Booth CIMA Preparation (22 decks)

I. FUNDAMENTALS -- A. Statistics and Methods

I. FUNDAMENTALS -- B. Applied Finance and Economics

I. FUNDAMENTALS -- C. Global Capital Markets History and Valuation

II. INVESTMENTS -- A. Investment Vehicles

II. INVESTMENTS -- B. Equity

II. INVESTMENTS -- C. Fixed Income

II. INVESTMENTS -- D. Alternative Investments

II. INVESTMENTS -- E. Options, Futures, and Other Derivatives

II. INVESTMENTS -- F. Real Assets

III. PORTFOLIO THEORY AND BEHAVIORAL FINANCE -- A. Portfolio Theories and Models

III. PORTFOLIO THEORY AND BEHAVIORAL FINANCE -- B. Behavioral Finance Theory

III. PORTFOLIO THEORY AND BEHAVIORAL FINANCE -- C. Investment Philosophies and Styles

III. PORTFOLIO THEORY AND BEHAVIORAL FINANCE -- D. Tools and Strategies

IV. RISK AND RETURN -- A. Risk

IV. RISK AND RETURN -- B. Risk Measurements

IV. RISK AND RETURN -- C. Performance Measurement and Attribution

V. PORTFOLIO CONSTRUCTION AND CONSULTING PROCESS -- A. IWI Code of Professional Responsibility

V. PORTFOLIO CONSTRUCTION AND CONSULTING PROCESS -- B. Client Discovery

V. PORTFOLIO CONSTRUCTION AND CONSULTING PROCESS -- C. Investment Policy

V. PORTFOLIO CONSTRUCTION AND CONSULTING PROCESS -- D. Portfolio Construction

V. PORTFOLIO CONSTRUCTION AND CONSULTING PROCESS -- E. Manager Search, Selection, and Monitoring

V. PORTFOLIO CONSTRUCTION AND CONSULTING PROCESS -- F. Portfolio Review and Revisions

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