Investment Planning Answer BookTopics and Contents |
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| 1. Investment Planning Essentials |
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| Data Gathering |
| Client Goals & Priorities |
| Time Horizons |
| Private Investor Versus Institutional Investor |
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| 2. Investment Tools and Vehicles |
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| Cash & Cash Equivalents |
| Fixed Income And Bonds |
| Common And Preferred Stock |
| Options, Warrants, And Rights |
| Forwards And Futures |
| Mutual Funds |
| Separately Managed Accounts |
| Private Accounts |
| Multi-Strategy/Multi-Discipline Accounts |
| Unified Managed Accounts |
| Exchange Traded Funds |
| Exchange Traded Notes |
| Annuities |
| Life Insurance |
| Real Estate Investment Trusts |
| Commodities |
| Private Equity |
| American Depository Receipts |
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| 3. Portfolio Strategy and Design Portfolio Theroy |
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| Expected Returns |
| Correlation Coefficients |
| Standard Deviation |
| Mean Variance Portfolios |
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| 4. Asset Allocation Methodology |
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| Strategic Allocation |
| Tactical Allocation |
| Macro Opportunistic |
| Timing |
| Fundamental And Technical Analysis |
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| 5. Risk Adjusted Measures of Return |
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| Sharpe Ratio |
| Information Ratio |
| Sorting Ratio |
| Alpha & Capm |
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| 6. Portfolio Opportunity Distributions |
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| 7. Tax Efficient Strategies |
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| Tax Free Investments |
| Taxation Of Investments |
| Tax Loss Investing |
| Tax Deferred Investing |
| Tax Preferred Asset Allocation |
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| 8. Alternative Investment Strategies |
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| Real Estate |
| Timberland |
| Commodities |
| Hedge Funds |
| Leverage, Derivatives, And Arbitrage Described |
| Event Driven |
| Long-Short |
| Distressed Securities |
| Relative Value |
| Statistical Arbitrage |
| Fund Of Funds |
| Absolute Return |
| Tactical And Timing |
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| 9. Monte Carlo Simulation |
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| 10. Value at Risk (VAR) |
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| 11. Total Return Trust |
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| 12. Software, Technology, and Materials for Investing |
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| 13. Software, Technology, and Materials for Investment Research |
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| 14. Investment Manager, Mutual Fund, and Hedge Fund Search Selection and Due Diligence |
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| 15. Absolute Return Versus Relative Return |
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| 16. Portfolio Monitoring, Rebalancing and Changing |
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| 17. Investment Statistical Concepts and Evaluation Methods |
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Investment Planning Answer BookTopics and Contents |
| |
| 1. Investment Planning
Essentials |
| |
| Data Gathering |
| Client Goals & Priorities |
| Time Horizons |
| Private Investor Versus Institutional Investor |
| |
| 2. Investment Tools and
Vehicles |
| |
| Cash & Cash Equivalents |
| Fixed Income And Bonds |
| Common And Preferred Stock |
| Options, Warrants, And Rights |
| Forwards And Futures |
| Mutual Funds |
| Separately Managed Accounts |
| Private Accounts |
| Multi-Strategy/Multi-Discipline Accounts |
| Unified Managed Accounts |
| Exchange Traded Funds |
| Exchange Traded Notes |
| Annuities |
| Life Insurance |
| Real Estate Investment Trusts |
| Commodities |
| Private Equity |
| American Depository Receipts |
| |
| 3. Portfolio Strategy and Design
Portfolio Theroy |
| |
| Expected Returns |
| Correlation Coefficients |
| Standard Deviation |
| Mean Variance Portfolios |
| |
| 4. Asset Allocation
Methodology |
| |
| Strategic Allocation |
| Tactical Allocation |
| Macro Opportunistic |
| Timing |
| Fundamental And Technical Analysis |
| |
| 5. Risk Adjusted Measures of
Return |
| |
| Sharpe Ratio |
| Information Ratio |
| Sorting Ratio |
| Alpha & CAPM |
| |
| 6. Portfolio Opportunity
Distributions |
| |
| |
| 7. Tax Efficient Strategies |
| |
| Tax Free Investments |
| Taxation Of Investments |
| Tax Loss Investing |
| Tax Deferred Investing |
| Tax Preferred Asset Allocation |
| |
| 8. Alternative Investment
Strategies |
| |
| Real Estate |
| Timberland |
| Commodities |
| Hedge Funds |
| Leverage, Derivatives, And Arbitrage Described |
| Event Driven |
| Long-Short |
| Distressed Securities |
| Relative Value |
| Statistical Arbitrage |
| Fund Of Funds |
| Absolute Return |
| Tactical And Timing |
| |
| 9. Monte Carlo Simulation |
| |
| |
| 10. Value at Risk (VAR) |
| |
| |
| 11. Total Return Trust |
| |
| |
| 12. Software, Technology, and Materials
for Investing |
| |
| |
| 13. Software, Technology, and Materials
for Investment Research |
| |
| |
| 14. Investment Manager, Mutual Fund, and
Hedge Fund Search Selection and Due Diligence |
| |
| |
| 15. Absolute Return Versus Relative
Return |
| |
| |
| 16. Portfolio Monitoring, Rebalancing and
Changing |
| |
| |
| 17. Investment Statistical Concepts and
Evaluation Methods |
| |