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Unit 3.2: Investment Strategy, Portfolios and Mandates
Unit 3.2 moves from individual assets to strategy. It covers strategic asset allocation and the way a scheme’s liabilities shape it, the specialised investment techniques used in defined benefit schemes such as liability-driven investment and hedging, which the syllabus marks DB only, the structure of investment portfolios across active and passive and pooled and segregated approaches, how investment mandates are set and evaluated, and the types of investment actually undertaken. Keep the DB-only label in view, because a defined contribution trustee is not expected to apply the same techniques.
What’s in it.
5 topics- Topic 01
Strategic Investment Allocation
Coming soon - Topic 02
The Use of Specialised Investment Techniques (DB only)
Coming soon - Topic 03
The Structure of Investment Portfolios
Coming soon - Topic 04
Investment Mandates: Awareness and Evaluation
Coming soon - Topic 05
The Type of Investments Undertaken
Coming soon