investments
- August 20, 2019
How to Differentiate Between Cyclical and Non-Cyclical Stocks
All the investment manuals talk about economic cycles and how different asset classes are affected depending on where in...
- August 13, 2019
A Certain Ratio – Sharpe Ratio
There is a range of measures used in the quantitative analysis of investment performance. In this article, we look...
- July 23, 2019
Short Guide to Exchange Traded Funds
ETFs have been one of the fastest-growing types of investment fund worldwide, providing a low-cost way to provide index...
- April 2, 2019
Do you know about Yield Curves and Modified Duration?
Analysing the features of bonds is important for anyone thinking of making an investment in this asset class. It...
- January 8, 2019
What is the Balance of Payments?
The following discusses what the balance of payments of a country is, and what the current account and capital...
- October 9, 2018
How to Achieve Minimum Tax Liability with Clustered Bonds
Clustering, or segmentation, is something that is tested within various CII exams. For example, it can feature in AF1,...
- August 14, 2018
2 Shortcuts for Compounding and Discounting That Will Save Precious Exam Time
If you are taking the CII R02 exam and are struggling with Chapter 4 (equally helpful for J10 and...
- June 19, 2018
4 Investment Ratio Calculations You Need to Master
Regular queries we get surround the calculation of investment ratios – these are usually tested in R02 and often...
- May 8, 2018
What are Call Options and Put Options?
Sometimes it doesn’t matter how often a subject comes up in the exam manuals, it still doesn’t always help...
- December 5, 2017
What are Yield Curves?
The following is an explanation of what yield curves are. We will also touch on the different types of...
- September 26, 2017
Tracking Passive Investment in the Real World
We need to be mindful of tracking error when assessing passive investment. This article discusses the various ways that...
- September 5, 2017
How to Calculate Redemption and Running Yields on a Bond
If you are sitting a CII investment exam, then we can almost guarantee that you will have to work...
- June 6, 2017
What is an exchange rate and why is it important?
As many of us plan our well-earned summer break in far-flung places or not-so-far-flung, one of the things on...
- April 25, 2017
Correlation is key to diversification, but what does it mean?
We are often told that correlation is a key aspect of diversification, but what does it mean? This article...
- April 4, 2017
How to Calculate Modified Duration
Fixed interest securities are also known as bonds, loan stock and even debt securities. In simpler terms, we know...