Financial Services _Çô Client Services RFC126 Chapter Notes - Chapter 7: Chartered Financial Analyst, Weighted Arithmetic Mean, Cash Flow Statement

• School: Seneca College
• Department: Financial Services _Çô Client Services
• Course: Financial Services _Çô Client Services RFC126
• Professor: marie

Document Summary

Lesson 1: the portfolio manager introduction: take advantage of services of professional money managers. Specific investment objective in the simplified prospectus: goal: gain higher return possible when complying with the statement investment objective and risk constrains of the mutual fund. Some mutual fund uses single portfolio manager while others use a team effort. Sometimes use outside specialists for foreign mutual funds, which requires familiarity with those markets: required to be registered with the provincial securities commission. Only granted to those who satisfy education and experience requirements specified in. National instrument 31-103: education: chartered financial analyst (cfa) designation (cfa institute) Requires intensive course of study, series of rigorous exams, fulfilled a work experience requirement: relevant investment experience, must show they have performed portfolio management duties for a minimum length of time. Investors can receive updates on recent investment decisions and actions taken by portfolio manager in the (cid:373)utual fu(cid:374)d"s (cid:272)o(cid:373)(cid:373)e(cid:374)ta(cid:396)(cid:455) o(cid:396) management report and fund performance (mrfp)