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James Sharp
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Decks in this class (19)
Chapter 1: Introduction to Financial Markets
The equity markets and bond marke...,
The financial markets help bring ...,
For undertstanding the main finan...
13
cards
2024-25 Chapter 2: Cash, Money Markets and Foreign Exchange (39 questions)
These deposit taking institution ...,
Cash is a stable fixed value asse...,
One of the key differentiators wh...
19
cards
Formulas
26 foreign exchange fx forward ra...,
Annual equivalent rateused to com...,
Future valuethis lets us calculat...
31
cards
Formulas + Chapter 2 exam questions (sort when can be bothered )
Annual equivalent rateused to com...,
Future value,
Real returnused to calculate the ...
26
cards
Chapter 3 – (LOTS OF MARKS) Bonds
Capital gains on gilts and most c...,
Bonds gilts are negotiable fixed ...,
312 couponscoupons are expressed ...
63
cards
Things that need looking back over
Foreign exchange chapter 2 bond p...,
3
cards
Chapter 4 – Equities
What are the 4 main types of company,
411 what are the requirements for...,
How many directors must a plc have
39
cards
Chapter 5 – Derivatives
What is a future,
Derivatives can be exchange trade...,
What is the underlying in relatio...
34
cards
Chapter 6: Collective Investment Schemes (THIS WILL INCLUDE NEW STUFF ONLY, COMBINE WITH R02)
There are two main types open end...,
Things in the chapter,
Units trusts oeics are very simil...
95
cards
Chapter 7: Investment Analysis
(how to research a company to see if you want in portfolio or not)
58
cards
Chapter 8: (3 marks) Financial Markets
The fca is responsible for the uk...,
813 what is the uk corporate gove...,
To remember for exam
57
cards
Chapter 9 (9 marks) – Dealing
Whilst chapter 8 dealt with regulation and primary issuance, this chapter focusses on how securities are traded in the secondary market.
35
cards
Chapter 10 (4marks) - clearing and settlement
Difference between clearing settl...,
So far we have looked at how secu...,
101 clearing and settlement
51
cards
Chapter 11 – (5marks) Market Information and Research
1111 information providersmarkets...,
1112 information sourcesit s not ...,
112 regulatory requirementsso we ...
40
cards
Chapter 12 – (15 QUESTIONS, 3 CASE STUDIES, 5 QUESTIONS EACH) The Investment Advice Process
A high level investment advice pr...,
The final three chapters in this ...,
Trust is not something that happe...
23
cards
Chapter 13 - Portfolio construction (15 questions (included with chapter 12))
Now that we have all the client i...,
1311 modern portfolio theory mpt,
What are mean median mode used for
37
cards
Chapter 14: Portfolio Reviews and Investment Administration
Advisers will draw up an investme...,
Investment managers do need to be...,
1422a types of trustabsolute bare...
20
cards
Mock Exam
A fund manager sells his holdings...,
An fx trader quotes gbp usd as 12...,
James buys 100 000 nominal of the...
76
cards
Extra exam stuff I didnt know
Pibs are irredeemable fixed inter...,
Remember bonds cashflows includea...,
What are gilt strips
50
cards
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