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investment, risk and taxation

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

By: Guy Mitchell
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Decks in this class (8)

1 - Asset Classes (14/80)
Stamp duty land tax bands,
Stamp duty land tax for investmen...,
A fund whose unit shar eprice doe...
76  cards
2 - The Macroeconomic Environment (6/80)
Productivity factors,
Living standards,
Economic sectors
29  cards
3 - Principles of Investment Risk and Return (9/80)
Time value of money,
Fv of annuity,
Systematic vs non systematic risk
21  cards
4 - Taxation of Investors and Investments (16/80)
Income tax bands,
Charity tax,
Trust taxation
34  cards
5 - Investment Products (14/80)
Open ended funds,
Closed ended funds,
Open ended investment collectives...
39  cards
6 - Portfolio Construction and Planning (5/80)
Investment policy statement,
Deterministic vs stochastic model...,
Saa vs taa
14  cards
7 - The Process of Giving Investment Advice (11/80)
Adviser skills,
Client information required,
Robo advisers
16  cards
8 - Portfolio Performance and Review (5/80)
Benchmark requirements,
3 benchmarking methods,
Global investment performance sta...
14  cards

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investment, risk and taxation

  • Class purpose General learning

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