Investment mandate
Define objectives, horizon, constraints and benchmark.
What you should be able to do
Independently: Define a fictional fund’s objective and investment universe.
Suggested prerequisites
A short guide
Define objectives, horizon, constraints and benchmark. Define a fictional fund’s objective and investment universe. Read the indicated source section, identify its key concepts and conditions, and work through the example. Record inputs, sources, units and assumptions. Keep your method separate from the result, mark unanswered questions, and review the output against the checklist.
An example
A capital-preservation objective is not automatically consistent with a volatile equity portfolio.
Your task
Define a fictional fund’s objective and investment universe.
Start with this source
Read the indicated section relevant to investment mandate and complete the foundation task.
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Your learning checklist
Required items: 0 / 10 completed or already known
Next: Read a role through its responsibilities
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