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THE INVESTMENT MANAGEMENT PROCESS

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The starting point would be an understanding of the investment management process. This process has 5 steps:

SETTING THE INVESTMENT OBJECTIVE

ESTABLISHING INVESTMENT POLICY

SELECTING THE PORTFOLIO STRATEGY

SELECTING THE ASSETS

MEASURING AND EVALUATING PERFORMANCE

Ladies and gentlemen, let me assure you that the 5 steps of the investment management process are applicable to anyone wanting to invest.

     
 
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