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By:
Alex J
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Decks in this class (13)
Topic 1 - Economic Factors that can impact investment management
What is economics,
What is microeconomics,
What is macroeconomics
29
cards
Topic 2 - How is risk related to return
Relative value,
What is the difference between rp...,
Nominal vs real returns
8
cards
Topic 3 - Critically Evaluate Portfolio Theory
Capital market theory,
Define diversification,
Systematic non systematic risk
20
cards
Topic 4 - Critically Evaluate the Approaches to and Principles of Performance Measurement
Total return,
Total return holding period return,
Money weighted returns
7
cards
Topic 5 - The principles of financial mathematics, indices, data and regression
Simple interest,
Future value calculations,
Present value calculations
5
cards
Topic 6 - Analyse and interpret financial analysis and information sources
Periodic reporting,
Period reporting requirements,
Material information disclosure
14
cards
Topic 7 - Analyse, interpret and compare ratio-analysis
Earnings dividends per share,
Price earnings ratio,
High or low p e ratio
10
cards
Topic 8 - Variables that Establish and Restrict the Achievement of a Client's Investment Objectives
Asset classes,
International standard iso 22222 ...,
Hard and soft facts
6
cards
Topic 9 - Performance, Risk Profile and Correlation of investment types in a portfolio
Equity risk,
Derivative risk,
Spot forward rates
10
cards
Topic 10 - Taxation Implications of Investment Products
Derivative trading types,
Future forward contracts,
Futures forwards taxation
20
cards
Topic 11 - Discretionary and Non Discretionary Portfolio Management
Portfolio construction optimisation,
Contractual differences disclosur...,
Nominee accounts
8
cards
Topic 12 - Comparison of Financial Ratios
Ratio limitations,
Eps se and meaning,
Dividend per share
10
cards
Topic 13 - Justifying Client Objectives
Good communication,
First communication,
Mehrabian s communication model
6
cards
More about
Managing Investments
- Class purpose General learning
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