Chapter 18: Investment Management
In this section
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Steps in the Portfolio Management Process for Canadian Investors
Learn the critical steps in constructing, monitoring, and optimizing Canadian portfolios—covering investment policies, asset allocation, security selection, and ongoing rebalancing.
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Individual Securities or Managed Products?
Explore the benefits, drawbacks, regulatory considerations, and practical guidance on choosing between investing directly in individual securities or using managed products, with a focus on the Canadian wealth management landscape.
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Portfolio Theory
A Comprehensive Exploration of Modern Portfolio Theory, CAPM, Diversification, and Real-World Integration for Canadian Investors
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International Investing
Explore how Canadian investors can benefit from global diversification, understand cross-border risks, and learn strategies for building and monitoring internationally focused portfolios.
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