Monday 11 March 2013

Done with 2/3 of IPS Section

I have completed 66% of IPS section and the area related to Institutional Investors is left. First reading has been done and I've come across the examples of curriculum. Properly going through the examples and chapter end questions can help me in making the difference. Now a days I am in the process of developing a case study for myself and after that I will make my IPS considering all the stuff. The RRTTLLU, Risk Objectives, Return Objectives, Tax Considerations, Time Horizon, Liquidity Needs, Legal Requirements, & Unique Circumstances. First I'll make a complete vignette, a kind of case study which will have information which I can share publically and after that I'll analyse it. I think going through this strategy can help effectively in understanding the stuff while evaluating ourselves.

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