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Sharon Da
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Decks in this class (17)
Chapter 3 - Asset Allocation and Investment Strategy - 8%
What is an asset class,
What is asset allocation,
What are the 3 asset allocation s...
37
cards
Chapter 17 - Portfolio Monitoring and Performance Evaluation - 6%
What is portfolio monitoring,
What is portfolio performance eva...,
What are the two stages in portfo...
19
cards
Chapter 1 - Investment Management Process - 5%
What is the investment management...,
What information is required by r...,
How do investment advisors learn ...
20
cards
Chapter 2 - Understanding a Client's Risk Tolerance - 5%
What is behavioural finance,
What is the difference between be...,
What is homo economicus
21
cards
Chapter 14 - International Investing - 6%
What are the two important financ...,
What are the attributes that a pa...,
What are the two most popular int...
22
cards
Chapter 15 - Managing Your Client's Investment Risk - 5%
What are the differences between ...,
What is standard deviation of ret...,
What is beta
23
cards
Chapter 16 - Impediments to Wealth Accumulation
How are the different impediments...,
What are some of the tax minimizi...,
What is tax loss harvesting
27
cards
Chapter 4 - Equity Securities - 4.75%
Should an investment advisor reco...,
Explain common shares,
What does it mean if a stock is t...
21
cards
Chapter 5 - Analysis of Equity Securities I - Economic and Industrial Analysis - 4.75%
What are the components of gdp ca...,
In which phase of the industry li...,
Which is the correct definition o...
20
cards
Chapter 6 - Analysis of Equity Securities II: Company Analysis and Valuation - 4.75%
What is the difference between if...,
What is company analysis,
What are the sources of company i...
31
cards
Chapter 7 - Analysis of Equity Securities III: Technical Analysis - 4.75%
What are the basics of technical ...,
What is the difference between te...,
What is chart analysis
20
cards
Chapter 8 - Debt Securities - 5.7%
Why invest in debt securities,
Who are the issuers of debt secur...,
What are the features of debt sec...
23
cards
Chapter 9 - Analysis of Debt Securities I - Valuation, Term Structure and Pricing - 5.7%
What kind of shift can cause the ...,
Which of the following statements...,
In which of the following accrued...
10
cards
Chapter 10 - Analysis of Debt Securities II - Price Volatility and Investment Strategies
What are debt securities strategies,
Which of the following semi annua...,
Why are government bonds normally...
12
cards
Chapter 11 - Analysis of Conventionally Managed Products - 7%
What is a conventionally managed ...,
What are mutual funds,
What are closed end funds
23
cards
Chapter 12 - Analysis of Non-Conventional Asset Classes and their Structures
What is an alternative investment...,
What are hedge funds,
Describe hedge fund features
23
cards
Chapter 13 - Insurance Based Products - 7%
What are segregated funds,
What are maturity guarantees,
What are the three types of guara...
22
cards
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investment management techniques
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