RBWM: Concepts and Practice · Part D: Wealth Management

Chapter 19: Investment management

Asset classes, risk and return, the mix, and the products a customer meets: how each works and how to compare them.

Buyers of the e-book, or of the print copy, which includes it, read the whole chapter. Everyone can read the free sample, pages 1 to 24 of the e-book.

In this chapter

• 19.1The investment process, asset classes, the yardstickp. 255
• 19.2Measuring return: CAGR, XIRR, SIPsp. 256
• 19.3Risk, diversification and asset allocationp. 257
• 19.4Small savings, government securities, goldp. 258
• 19.5Mutual funds and NPSp. 259
• Exam traps and quick checksp. 260
• Practice: 16 questions in three roundsp. 261
• Answers, with every wrong option explainedp. 263
• Make it stickp. 265
• Chapter 19 on one pagep. 266

Corrections and updates

None for this chapter so far. Every correction to the book, and any rule that changes after its date, is listed on the errata page.