$1.$ Describe the portfolio management process and identify the three stages critical for success.

$2.$ Discuss in detail the planning stage and identify activities that commonly occur during this stage.

$3.$ Discuss in detail the execution stage and identify activities that commonly occur during this stage.

$4.$ Discuss in detail the feedback stage and identify activities that commonly occur during this stage.

$5.$ Explain the importance of the investment policy statement to investors.

$6.$ Explain the manner in which the risk objective is determined for an individual investor and differentiate between an investor$$s ability to take risk and the willingness to take risk.

$7.$ Identify the appropriate course of action when an investor has risk and return objectives that do not match.

$8.$ Discuss the details of a macroeconomic analysis.

$9.$ Discuss the details of an industry analysis.

$10.$ Discuss the details of a security analysis.

$11.$ Describe the risks associated with the two main types of pension plans and identify which party bears the risk in each type of plan.

$12.$ Describe the constraints facing a pension fund manager.

$13.$ Describe how the risk and return objectives are determined in a pension plan.

$14.$ Describe the constraints facing the portfolio manager of an endowment fund.

$15.$ Describe how the risk and return objectives are determined in an endowment fund.