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ICSA DOFA Portfolio Management

ICSA DOFA Portfolio Management. Mind Maps and Formulae. Welcome to Onestudy’s Mind Maps Every chapter is summarised – easy to digest for revision Ideal for test your knowledge Colour and shape to stimulate your brain Produced using MindGenius software – Can be used interactively

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ICSA DOFA Portfolio Management

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  1. ICSA DOFA Portfolio Management Mind Maps and Formulae

  2. Welcome to Onestudy’s Mind Maps • Every chapter is summarised – easy to digest for revision • Ideal for test your knowledge • Colour and shape to stimulate your brain • Produced using MindGenius software – Can be used interactively • with this package, link through www.onestudy.co.uk for more details. • The benefits according to MindGenius and Tony Buzan: • Give you an overview of a large subject. • Enable you to plan a course of action and make decisions • Gather and hold large amounts of data and information for you. • Enable you to be extremely efficient and effective at what you are doing. • Help with memory recall. • Attract and hold your attention. • Let you see the whole picture and the details at the same time.

  3. PORTFLIO MANAGEMENT INDEX • Mind map 1 Fund management • Mind map 2 Performance Management • Mind Map 3 Institutional Investment Management • Mind Map 4 Charities and collective Investment schemes • Mind Map 5 Indices • Mind Map 6 Investment Advice • Mind Map 7 Sources of Information • Mind Map 8a+b Capital Investment Appraisal • Mind Map 9 Portfolio Theory • Mind Map 10 Market Efficiency • Mind Map 11 Unit trusts • Mind Map 12 Unit trusts – Investment and borrowing powers • Mind Map 13 Investment trusts • Mind Map 14 Split level and venture capital trusts • Mind Map 15 Overseas markets • Mind Map 16 Overseas government bond markets • Mind Map 17 Yield curves • Mind Map 18 Residence and Domicile • Mind Map 19 Taxable Income allowances and exemptions • Mind Map 20 Overseas aspects • Mind Map 21 Capital gains tax • Mind Map 22 Indirect taxes • Mind Map 23 European Regulation • Mind Map 24 Takeovers and other arrangements • Mind Map 25 The panel on takeover and mergers • Mind Map 26 Takeover process and rules

  4. Map 1

  5. Map 2

  6. Map 3

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