The buy side and investment process
Part of the Asset Management learning and recruiting path. Read the explanation and example, attempt the task, then open the self-check.
Know what to learn for your role.
From foundations to a work sample, with sources, tasks and self-checks.
Understand
Asset managers invest under client mandates. Establish the client, horizon, liquidity needs and risk constraints before choosing assets. Research, sizing and suitability are distinct decisions.
Worked example
A student needing tuition in two years and a long-horizon retirement fund cannot simply use the same portfolio.
Examples and numbers are educational, not employer questions, live market data or hiring criteria.
Practise and keep your output
Write objectives, horizons, cash needs and loss constraints for two fictional clients.
Keep inputs and sources, assumptions, steps, results and uncertainties in your own document. Attempt independently before checking below.
After attempting: answer and self-check
Include constraints rather than only maximising return. Treat the exercise as education, not personal investment advice.
Official channels and further reading
Pathline authors these starter lessons. These supplementary field links do not imply provider review or endorsement. Confirm Hong Kong availability and eligibility separately.
- BlackRock · Students and graduates ↗
Explore student programmes by region and function; this is not a confirmed Hong Kong opening.
- CFA Institute · Investment Foundations ↗
Investment topic reference; the certificate course may be paid. Our starter lessons are free.