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Mathieu Gouraud
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Decks in this class (13)
Portfolio Management: Overview
What is a dealer,
Dealer categories,
Securities regulation in canada f...
13
cards
Ethics and Portfolio Management
For a code of ethics to be effect...,
Three elements must be present fo...,
The trust relationship between a ...
5
cards
The Institutional Investor
Up until the mid 1960s the primar...,
7 types of institutional investors,
Two regulators oversee the majori...
9
cards
The Investment Management Firm
4 advantages of corporate ownersh...,
Compensation structures 4 types,
Objective of separation of duties...
26
cards
The Front Office
Front office has four main areas ...,
The chief investment officer has ...,
Head of equities and fixed income...
16
cards
The Middle and Back Offices
Middle office has the following f...,
What does bearer form mean,
Firm s compliance function focus ...
11
cards
Managing Equity Portfolios
What is fundamental indexing,
Four fundamental measures of fund...,
Drawback of cash flow metric
34
cards
Managing Fixed Income Portfolios
4 steps to a repo transaction,
2 things to know about passive bo...,
Interest rate risk affects invest...
23
cards
Managing Fixed Income Portfolios: Other Bond Portfolio Construction Techniques, High Yield Bonds, and ETFs
The process of turning relatively...,
The first step in creating an abs,
What is a conduit
42
cards
Permitted Uses of Derivatives by Mutual Funds
Applies to mutual funds in canada...,
3 sections of ni 81 102 that appl...,
To qualify as a hedge the derivat...
18
cards
Creating New Portfolio Management Mandates
Nine steps in assessing and devel...,
Two reasons pm staff promotes new...,
Benefits of being first to market
21
cards
Alternative Investments
6 criteria for investments to be ...,
4 types of alternative investments,
3 examples of relative value stra...
17
cards
Client Portfolio Reporting and Performance Attribution
6 factors included in gips standards,
Presents investment performance f...,
Gips standards require that each ...
16
cards
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PMT
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