j10 - discretionary investment management

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

Decks in this class (15)

Formulas
Annual equivalent rate aer cash i...,
Conversion premium discount for c...,
Interest yieldbond investmentscal...
68  cards
1. Investment Advice Process
A investment advice process pages...,
A investment advice process pages...,
B establishing the client relatio...
74  cards
2. Main Asset Classes - Cash, Bonds, Equities & Property
A cash assets page 2,
A1 saving accounts page 2,
A1a returns page 2
101  cards
3. Alternative Investments and Derivatives
A derivatives page 2,
A1 characteristics page 2 a1a the...,
A1b what are derivatives page 3
75  cards
4. Investment Tax Wrappers
A individual savings accounts isa...,
A1 types of isa page 2,
A1a lifetime isa page 3
30  cards
5. Role of the Investment Manager
A investment management process p...,
A1 modern portfolio theory pages 2 3,
A2 asset allocation pages 3 4 5
37  cards
6. Discretionary and Advisory Management
A investment management services ...,
A investment management services ...,
A investment management services ...
48  cards
7. Investment Funds
A investment funds page 2,
A1 fund management business pages...,
A2 authorisation of funds page 3
71  cards
8. Economic Environment
A the economy page 2,
A the economy page 2 continued,
A the economy page 2 continued
62  cards
9. Investment Returns and Risk
A investment risk pages 2 3,
A investment risk pages 2 3 conti...,
A investment risk pages 2 3 conti...
25  cards
10. Portfolio Theory - Principles & Limitations
A management of portfolio risk pa...,
A1 defining risk through standard...,
A1 defining risk through standard...
32  cards
11. Measuring Portfolio Performance
A indices page 2,
A1 what are indices used for page 2,
A2 index construction page 2
43  cards
12. Understanding Investment Data
A statistics page 2,
A1 what are statistics used for p...,
A2 populations and samples page 2
27  cards
13. Financial Mathematics
A time value of money page 2,
A1 definitions page 2,
A2 compound interest formula page...
19  cards
14. Sources Of Information - Uses and Limitations
A company accounts page 2,
A1 statutory accounting requireme...,
A1 statutory accounting requireme...
77  cards

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j10 - discretionary investment management

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