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Jen Verscheure
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Decks in this class (24)
1.1 Securities Market and Money Market Instruments
Intermediary banks credit unionsw...,
Intermediary brokers dealers inve...,
Intermediary insurance companiesw...
22
cards
2.1 Features of Debt Securities
Characteristics of an investment ...,
Savings bonds,
The effect of rating changes on b...
22
cards
2.2 Convertible Securities
Convertible bonds,
Describes downside risk with resp...,
An investor pays a premium for a ...
5
cards
2.3 Bond Trading Strategies
An investor who thinks that inter...
1
cards
2.4 Yield Curves
An inverted yield curve in which ...,
A yield curve based on treasury s...,
Yield curve theories
8
cards
2.5 Preferred Stock
Preferred stock,
Characteristics of bonds and pref...,
With respect to convertible bonds...
5
cards
3.1 Common Stock
Who equity positions in a corpora...,
The difference between a converti...,
Warrants
6
cards
3.2 Cash and Stock Distributions
To have the right to the next div...,
Positive characteristics of a div...,
If a company has a stock split wh...
5
cards
3.3 Mutual Funds, Unit Investment Trusts, and Separately Managed Accounts
Separately managed account,
Characteristic of balanced mutual...,
Daniel has several investment com...
10
cards
3.4 Other Investments
Exchange traded funds etfs,
Exchange traded funds etfs are,
An investor should choose index f...
7
cards
3.5 Averaging Techniques
Dollar cost averaging as a portfo...,
A client has 40 000 in cash in a ...,
To be on a corporation s books as...
4
cards
3.6 Mutual Fund Selection
0
cards
5.1
What is a real estate mortgage in...,
What is a disadvantage of a reit ...,
What is a real estate investment ...
12
cards
6.1 Risk and Return Concepts
Investment risk,
The dow jones utility average has...,
Statements regarding investment risk
9
cards
7.1 Measures of Investment Returns
To measure the performance of an ...,
What is a simple rate of return,
What is the compound rate of return
14
cards
Performance Measures
Jensen s alpha,
Treynor ratio,
Sharpe ratio
4
cards
7.3 Indicators of Security Returns
Dow jones industrial average,
S p 500 index,
Russell 2000 index
6
cards
7.4 Bond Calculations
0
cards
8 Portfolio Management Theory, Portfolio Development, and Asset Allocation
Random walk hypothesis,
Portfolio theory,
What is is the most appropriate a...
19
cards
8.1 Modern Portfolio Theory
Portfolio theory,
An investor selects an appropriat...,
Calculating the measure of risk t...
4
cards
8.2 Capital Market Theory
Capital asset pricing model capm,
Asset pricing models,
Arbitrage pricing theory
8
cards
8.3 Efficient Market Hypothesis
An investor who practices indexing,
The weak form of the efficient ma...,
Active portfolio management strategy
16
cards
8.4 Investment Policy Statement
Investment planning process,
Limitation of monte carlo simulation
2
cards
8.5 Asset Allocation
During a period of increasing inf...,
Describes a lifecycle fund,
Jana believes that the allocation...
6
cards
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Financial Planning: FP513
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