BUS 422 Study Guide - Quiz Guide: Investment Management, Moodle, Ask Price
31 Jan 2019
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8 short answers (approx 40% of exam) 1 has 2 parts so 9 short answers. You are responsible for everything in the book, notes, and said in class. Start with notes and what was said in class. Topic 3 review problems take a look at these! Investment plan is part of the larger financial plan. All investment decisions are a tradeoff between expected return and expected risk. Decisions based on what we think will happen in the future. More risk has to expect a higher return. Determine appropriate asset classes to include in portfolio. Determine appropriate percent to allocate to each asset class to best meet investor"s investment objectives and tolerance for risk. Analyze and select specific securities to include in the portfolio. Periodically review investors allocation by beginning at #1 above. Investors in money market benefit the most from rising interest rates as they go up they are not tied to yield can invest for higher rates.
