Investment Management Techniques

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

Flashcard maker: Sharon Da

Decks in this class (17)

Chapter 3 - Asset Allocation and Investment Strategy - 8%
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37  cards
Chapter 17 - Portfolio Monitoring and Performance Evaluation - 6%
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19  cards
Chapter 1 - Investment Management Process - 5%
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20  cards
Chapter 2 - Understanding a Client's Risk Tolerance - 5%
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21  cards
Chapter 14 - International Investing - 6%
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22  cards
Chapter 15 - Managing Your Client's Investment Risk - 5%
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23  cards
Chapter 16 - Impediments to Wealth Accumulation
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27  cards
Chapter 4 - Equity Securities - 4.75%
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21  cards
Chapter 5 - Analysis of Equity Securities I - Economic and Industrial Analysis - 4.75%
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20  cards
Chapter 6 - Analysis of Equity Securities II: Company Analysis and Valuation - 4.75%
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31  cards
Chapter 7 - Analysis of Equity Securities III: Technical Analysis - 4.75%
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20  cards
Chapter 8 - Debt Securities - 5.7%
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23  cards
Chapter 9 - Analysis of Debt Securities I - Valuation, Term Structure and Pricing - 5.7%
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10  cards
Chapter 10 - Analysis of Debt Securities II - Price Volatility and Investment Strategies
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12  cards
Chapter 11 - Analysis of Conventionally Managed Products - 7%
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23  cards
Chapter 12 - Analysis of Non-Conventional Asset Classes and their Structures
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23  cards
Chapter 13 - Insurance Based Products - 7%
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22  cards

More about Investment Management Techniques

  • Class purpose General learning

The creator of this class did not yet add a description for what is included in this class.

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Looking for something else?

J10 Discretionary investment management
  • 13 decks
  • 99 flashcards
  • 8 learners
Decks: Chapter 1 Investment Advice Process, Chapter 2 Main Asset Classes Cash Bonds, Chapter 3 Alternative Investments And De, And more!
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