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J10 Discretionary investment management

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

By: Ashley Deleane
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Decks in this class (13)

Chapter 1 - Investment advice process
Client categories 1,
Critical yield choices 2
2  cards
Chapter 2 - Main asset classes - cash, bonds equities and property
Normal yield curve 1,
Flat yield curve 2,
Inverted yeild curve 3
12  cards
Chapter 3 - Alternative investments and derivatives
Structured deposits 1,
Capital protected products deposi...,
Capital at risk products investme...
9  cards
Chapter 5 - Role of investment manager
Active management 1,
Passive management 2,
Tactical asset allocation 3
4  cards
Chapter 6 - Discretionary and advisory management
Occasional reporting 1,
Periodic reporting 2,
Top down approach bottom up appro...
11  cards
Chapter 7 - Investment funds
Value investing 1,
Tracking error types of stratergi...,
Open ended investment companies o...
5  cards
Chapter 8 - Economic environment
The main factors that caused the ...,
Strong currency and it s effects 2,
Fiscal policy increase in spend v...
8  cards
Chapter 9 - Investment returns and risk
Interest rate risk key factors of...,
Credit risk three types 2,
Result of high inflation 3
4  cards
Chapter 10 - Portfolio theory - principles and limitations
Effcient market hypothesis emh 1,
The efficient frontier 2,
Modern portfolio theory mpt 3
10  cards
Chapter 11 - Measuring portfolio performance
Alpha and the formula 1,
Beta 2,
Holding period return 3
7  cards
Chapter 12 - Understanding investment data
Populations samples parameters 1,
Normal distribution 2,
Linear regression 3
8  cards
Chapter 13 - Financial mathematics
Internal rate of return irr 1,
Net present value 2,
If the discount rate is higher ab...
7  cards
Chapter 14 - Sources of information - uses and limitations
Profit from operations operating ...,
Price earnings ratio 2,
Earnings per share eps 3
12  cards

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J10 Discretionary investment management

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J10 - Discretionary Investment Manage...
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