Investment Planning

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

Decks in this class (14)

Key Principles of Investing
Where are assets listed on a comp...,
What are the 3 categories of asse...,
What is a now account
43  cards
Securities Markets, the SEC, and the Fed
What are preemptive rights,
4 attributes of common stock,
5 attributes of preferred stocks
27  cards
Equity Securities
How do you differentiate short te...,
What does ipo stand for,
What is the initial prospectus to...
29  cards
International Equity Securities
What is the eafe 3 facts,
Are international stocks more or ...,
With regard to us and foreign mar...
5  cards
Fundamental Equity Analysis
True or falsetechnical analysis i...,
Fundamental analysis approach to ...,
Company analysis of analyzing stocks
21  cards
Technical Equity Analysis
0  cards
Equity Investment Strategies
0  cards
Pooled Investments
0  cards
Fixed Income Investment Strategies
3 key reasons for purchasing fixe...,
Describe maturity risk fixed inco...,
Describe credit quality risk fixed
15  cards
Developing an Investment Policy Statement
3 key steps of portfolio manageme...,
4 benefits of a well written inve...,
3 main elements of investment pol...
5  cards
Asset Allocation
The larger the standard deviation...,
True or falseasset allocation att...,
Describe how the capital asset pr...
34  cards
Evaluating Portfolio Performance
___ is great for measuring the ra...,
What are some of the most common ...,
Why is the dollar weighted return...
19  cards
Derivatives: Options and Futures
What is a call option,
What is a put option,
Describe the process of opening p...
46  cards
Real Estate Investment
List the 3 types of improved land,
What are some bummers about unimp...,
If you own a home through a mortg...
20  cards

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Investment Planning

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