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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Investment objectives are established to meet the financial requirements of the client Completed |
Evidence:
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Investment objectives are recorded in accordance with legislative investment requirements Completed |
Evidence:
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Assist trustees to devise investment strategy
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Portfolio benchmarks are developed for the investment strategy Completed |
Evidence:
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Investment strategy is developed in accordance with legislative and organisational requirements Completed |
Evidence:
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Products are selected so that defined financial objectives can be achieved Completed |
Evidence:
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Asset allocation/mix is determined so that investment objectives will be met Completed |
Evidence:
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Appropriate strategic variables are determined Completed |
Evidence:
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Assist trustees in the selection of investment services providers
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A range of performance criteria for service providers is established Completed |
Evidence:
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A preferred list of service providers is established Completed |
Evidence:
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Service providers are reviewed against established performance criteria to ensure the correct selection Completed |
Evidence:
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Suitable service providers are appointed that meet the established performance criteria Completed |
Evidence:
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Assist trustees to ensure regulatory limitations are adhered to
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Fund assets are invested in accordance with legislation requirements/trust deed requirements. Completed |
Evidence:
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Assist trustees to comply with investment reporting requirements
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Member communication and disclosure requirements are provided in accordance with legislative requirements Completed |
Evidence:
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Reports produced by investment managers are received by trustees Completed |
Evidence:
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Assist trustees to monitor investment service provider's activities
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Specialist advice is sought as identified and necessary (such as financial planners) Completed |
Evidence:
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Assets are allocated to investments (or investment dealers) in accordance with trustee's decisions Completed |
Evidence:
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Investment reports are analysed Completed |
Evidence:
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Fund results are reviewed against documented fund objectives and strategies Completed |
Evidence:
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Reallocation of assets is ensured according to results achieved/ or strategy direction Completed |
Evidence:
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Assist the trustee to monitor cash flow
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Liquidity requirements of the fund are managed taking into consideration current and future liabilities Completed |
Evidence:
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