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Learning Outcome Statements PDF Download
|1. A Portfolio Perspective on Investing|
a. describe the portfolio approach to investing;
|2. Steps in the Portfolio Management Process|
b. describe the steps in the portfolio management process;
|3. Types of Investors|
c. describe types of investors and distinctive characteristics and needs of each;
d. describe defined contribution and defined benefit pension plans;
|4. The Asset Management Industry|
e. describe aspects of the asset management industry;
|5. Pooled Investments|
f. describe mutual funds and compare them with other pooled investment products.
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