Investment Management

1. Global Investment – Why we need to think globally in investment?

2. Define the characteristics of investment

Returns

Risk

Safety

Liquidity

3. Explain the portfolio management process

4. Explain the phase of the investor lifecycle

Accumulation phase

Consolidation phase

Spending/gifting phase

5. Define investment Strategies

- passive and active strategies

- growth investing

- value investing

- income investing

- indexing

- dividend growth investing

- contrarian investing