Page 26 - CAPE Financial Services Syllabus Macmillan_Neat

UNIT 1
MODULE 2: PORTFOLIO MANAGEMENT AND INVESTMENT (cont’d)
SPECIFIC OBJECTIVES
Students should be able to:
20. *perform calculations relevant to
portfolio management and
investment; and,
21. *interpret results derived from
calculations relevant to portfolio
management and investment.
CXC A38/U2/16
CONTENT
(v) strongly encourage the importance of
access to bank information for tax
purposes in bilateral discussions with
non-member countries.
(g) The importance of banking secrecy
and how accessible banking
information is. (Emphasis should be
placed on Caribbean territories).
(a) Holding Period Return.
(b) Holding Period Yield for an
investment.
(c) Expected return for an investment
(individual risky asset).
(d) Standard Deviation (for portfolio of
risky assets versus that of an individual
risky asset), Variance, Covariance,
standard deviation, coefficient of
variation, value at risk, expected rate
of return for a portfolio of assets, the
covariance between rates of return,
standard deviation for a portfolio of
risky assets versus standard deviation
of an individual risky asset; Sharpe
ratio; bond prices.
(a) The relationship between and among
values calculated.
(b) Interpretation of results calculated by
students interpret data that already
exist.
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