This class was created by Brainscape user Sharon Da. Visit their profile to learn more about the creator.
By:
Sharon Da
- decks
- flashcards
- learners
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
More about
Investment Management Techniques
- Class purpose General learning
Learn faster with Brainscape on your web, iPhone, or Android device. Study Sharon Da's Investment Management Techniques flashcards now!
How studying works.
Brainscape's adaptive web mobile flashcards system will drill you on your weaknesses, using a pattern guaranteed to help you learn more in less time.
Add your own flashcards.
Either request "Edit" access from the author, or make a copy of the class to edit as your own. And you can always create a totally new class of your own too!
What's Brainscape anyway?
Brainscape is a digital flashcards platform where you can find, create, share, and study any subject on the planet.
We use an adaptive study algorithm that is proven to help you learn faster and remember longer....
Looking for something else?
Investment Management Techniques
- 4 decks
- 156 flashcards
- 1 learners
Decks:
Chapter 3 Asset Allocation Investment St, Chapter 5 Equity Securities, Chapter 6 Economic Industry Analysis Of, And more!
J10 - Discretionary Investment Manage...
- 15 decks
- 789 flashcards
- 73 learners
Decks:
Formulas, 1 Investment Advice Process, 2 Main Asset Classes Cash Bonds Equities, And more!
