Benchmark collective fund performance against investment objectives
URN: FSPISM20
Business Sectors (Suites): Investment Strategy and Management
Developed by: Financial Skills Partnership
Approved on:
2015
Overview
Performance criteria
You must be able to:
Knowledge and Understanding
You need to know and understand:
Scope/range
Scope Performance
Scope Knowledge
Values
Behaviours
Skills
Glossary
Links To Other NOS
External Links
Version Number
Indicative Review Date
2015
Validity
Current
Status
Original
Originating Organisation
Original URN
Relevant Occupations
Finance
SOC Code
2422
Keywords
Investment strategy; investment management; investors; investment operations; investment portfolios; benchmarking; fund performance; wealth management; portfolio management