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a. describe the portfolio approach to investing; b. describe the steps in the portfolio management process; c. describe types of investors and distinctive characteristics and
a. describe the portfolio approach to investing;
b. describe the steps in the portfolio management process;
c. describe types of investors and distinctive characteristics and needs of each;
d. describe defined contribution and defined benefit pension plans;
e. describe aspects of the asset management industry;
f. describe mutual funds and compare them with other pooled investment products.
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