Browse IMT
-
- 1.1 The Seven Steps of the Portfolio Management Process
- 1.2 Information Required by Regulation and Law
- 1.3 How Investment Advisors Can Learn About Their Clients
- 1.4 How Investment Advisors Can Determine Investment Objectives and Constraints
- 1.5 How an Investment Advisor Can Craft an Investment Policy Statement
- 1.6 Communication Skills an Investment Advisor Needs
-
- 2.1 What Is Behavioural Finance?
- 2.2 The Relevance of Behavioural Finance to the Investment Advisor
- 2.3 Risk Profile Questionnaires and Their Limitation
- 2.4 What Are Investor Biases?
- 2.5 What Are Investor Personality Types?
- 2.6 How an Investment Advisor Can Apply Bias Diagnoses When Structuring an Asset Allocation Program
- 2.7 Robo-Advisors and Behavioural Biases
- 2.8 Risk Tolerance vs. Risk Capacity (Additional Topic)
- 2.9 Incorporating Time Horizon in Risk Profiling (Additional Topic)
- 2.10 Ethical and Regulatory Considerations in Risk Profiling (Additional Topic)
-
- 13.1 What Are Alternative Investments and Why Invest in Them?
- 13.2 Overview of Hedge Funds
- 13.3 Overview of Commodities
- 13.4 Overview of Real Estate
- 13.5 Overview of Infrastructure
- 13.6 Overview of Private Markets
- 13.7 Overview of Collectibles
- 13.8 Overview of Digital Assets
- 13.9 Ways to Invest in Alternative Investments
- 13.10 How Commodity Producers Manage Financial Risk
- 13.11 Ways to Invest in Real Estate
- 13.12 Ways to Invest in Private Markets
- 13.13 Ways to Invest in Digital Assets
-
- 14.1 The Theoretical Basis for International Investing
- 14.2 The Size of the Global Equity Market
- 14.3 The Major International Equity Benchmarks
- 14.4 The Primary Advantages of International Investing
- 14.5 The Primary Disadvantages and Risks of International Investing
- 14.6 Foreign Investment Vehicles
- 14.7 The Skills Necessary for Effective International Investing
- 14.8 Do Asset Allocation Models Correctly Assess International Investment Opportunities?
- 14.9 Investing in Emerging and Frontier Markets
- 14.10 ESG and Responsible International Investing
- 14.11 The Impact of Free Trade Agreements and Global Institutions
- 14.12 Cultural and Ethical Considerations in International Markets
Chapter 18: Portfolio Monitoring and Performance Evaluation
In this section
-
Portfolio Monitoring
Explore how continuous portfolio monitoring ensures alignment with client objectives, manages risk, and maintains the health of an investment strategy over time.
-
Performance Evaluation
Discover how to gauge, interpret, and enhance portfolio performance through effective benchmarks, risk-adjusted metrics, and robust attribution analysis.
-
Tools and Techniques for Monitoring
Explore the essential tools and techniques for monitoring investment portfolios, including CRM systems, portfolio management software, data analysis tools, dashboards, and compliance considerations in the Canadian context.
-
Rebalancing and Adjustments
Explore how to keep portfolios aligned with target allocations, manage risk, and optimize returns through strategic rebalancing approaches and timely adjustments.
-
Performance Reporting and Regulatory Considerations
A comprehensive look at performance reporting obligations, methodologies, and compliance considerations for Canadian investment advisors under CIRO, CSA, and global best practices.
