This class was created by Brainscape user Manol Chew. Visit their profile to learn more about the creator.
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Manol Chew
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Decks in this class (4)
I-Overview-3
Client type,
3 steps inportfolio management pr...,
Load no load funds
14
cards
II-Theories-3
Investor utilityfunction,
Capital allocation line cal1 2 2,
From a portfolio of 2 assets evol...
18
cards
I-Ethics-2
Chanllenges to ethical conduct,
Strong compliance approach,
Purpose of ethical frame work
17
cards
II-Ethics-2
Iv loyalty 1 independent practice...,
Iv loyalty 1 social media2 wistle...,
Iv additional compensation 1 inde...
15
cards
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Portfolio/Ethics
- Class purpose General learning
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