The important thing to remember when gathering evidence is that the more evidence the better - that is, the more evidence you gather to demonstrate your skills, the more confident an assessor can be that you have learned the skills not just at one point in time, but are continuing to apply and develop those skills (as opposed to just learning for the test!). Furthermore, one piece of evidence that you collect will not usualy demonstrate all the required criteria for a unit of competency, whereas multiple overlapping pieces of evidence will usually do the trick!
From the Wiki University
What evidence can you provide to prove your understanding of each of the following citeria?
Assist trustees to devise investment objectives
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Establish investment objectives to meet financial requirements of client Completed |
Evidence:
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Develop portfolio benchmarks from investment objectives Completed |
Evidence:
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Determine asset allocation and mix so that portfolio benchmarks and investment objectives can be met Completed |
Evidence:
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Assist trustees to devise investment strategy
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Compare asset allocation to appropriate strategic variables Completed |
Evidence:
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Develop investment strategy in accordance with organisational and legislative investment requirements Completed |
Evidence:
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Document investment strategy in accordance with organisational and legislative requirements Completed |
Evidence:
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Assist trustees in selection of investment services providers
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Establish range of performance criteria for service providers Completed |
Evidence:
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Establish preferred list of service providers for clients Completed |
Evidence:
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Review service providers against established performance criteria to ensure correct selection Completed |
Evidence:
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Appoint suitable service providers that meet established performance criteria Completed |
Evidence:
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Explain investment objectives and strategy to investment service providers so they may invest assets into products that are in accordance with legislated and trust deed requirements Completed |
Evidence:
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Assist trustees to monitor investment services provider activities
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Gather and interpret reports provided by relevant service providers Completed |
Evidence:
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Compare results against documented investment objectives and strategies Completed |
Evidence:
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Ensure reallocation of assets according to results achieved or strategy direction Completed |
Evidence:
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Assist trustees to comply with ongoing management of fund
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Provide member communication and disclosure requirements in accordance with legislative requirements Completed |
Evidence:
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Ensure reports produced by service providers are received by trustees Completed |
Evidence:
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Manage liquidity requirements of fund, taking into consideration current and future liabilities Completed |
Evidence:
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