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J10 Discretionary Investment Management

This class was created by Brainscape user Joshua Macdonald. Visit their profile to learn more about the creator.

By: Joshua Macdonald
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Decks in this class (14)

Chapter 1 - Understand How To Establish And Meet A Clients Investment Objectives
Breakdown the investment advice p...,
Client categories,
Firms must provide retails client...
19  cards
Chapter 2 - Understand the behaviour, performance, risk profile and correlation of key investment types
Risks associated with savings acc...,
Annual equivalent rate aer example,
What is credit risk
39  cards
Chapter 3 - Alternative Investments and Derivatives
What are derivatives,
What are the main types of deriva...,
What are the four reasons why an ...
23  cards
Chapter 4 - Investment Tax Wrappers
What is an innovative finance isa,
What are the details of a lifetim...,
What is a with profits whole of l...
4  cards
Chapter 5 - The Role of the Investment Manager
What is the investment management...,
What is modern portfolio theory,
What is efficient frontier
15  cards
Chapter 6 - Discretionary and advisory management
What is top down approach stages,
Investment management style value,
Investment management style growt...
14  cards
Chapter 7 - Investment Funds
What is ucis,
Open ended funds,
What is real estate investment tr...
20  cards
Chapter 8 - Economic Environment
The economy is contracting when,
The economy is in recession when,
The economy is expanding when
35  cards
Chapter 9 - Risk
Systematic risk market risk,
Non systematic risk investment sp...,
Credit risk
14  cards
Chapter 10 - Investment Theory
Modern portfolio theory,
Standard deviation,
Hedging
16  cards
Chapter 11 - Measuring Portfolio Performance
Ftse all share index,
Ftse 100,
Ftse 250
15  cards
Chapter 12 - Understanding Investment Data
Population,
Sample,
Frequency distribution
20  cards
Chapter 14 - Sources of information uses and limitations
Auditors report,
Auditors are required to,
Tangible assets
8  cards
CALCULATIONS
Liquidity ratio,
Sharpe ratio,
Calculating interest
8  cards

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J10 Discretionary Investment Management

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