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

More about
J10 Discretionary investment management

  • Class purpose General learning

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Looking for something else?

J10 - Discretionary Investment Manage...
  • 15 decks
  • 789 flashcards
  • 76 learners
Decks: Formulas, 1 Investment Advice Process, 2 Main Asset Classes Cash Bonds Equities, And more!
Investment Management Techniques
  • 17 decks
  • 374 flashcards
  • 193 learners
Decks: Chapter 3 Asset Allocation And Investmen, Chapter 17 Portfolio Monitoring And Perf, Chapter 1 Investment Management Process, And more!
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