Review a compact CISI Investment Management cheat sheet for valuation, portfolio construction, client mandates, collectives, data analysis, performance, and investment-management traps before Finance Prep practice.
Use this CISI Investment Management cheat sheet as a portfolio-and-valuation checklist before mixed practice. The exam usually rewards the answer that links valuation, portfolio construction, client mandate, risk, and performance evidence rather than treating each as an isolated formula or definition.
| Item | CISI IM cue |
|---|---|
| Provider | CISI |
| Exam | Investment Management |
| Format | 80 multiple-choice questions in 120 minutes |
| Main practice behavior | apply investment-management industry, valuation, portfolio, collective-investment, and data-analysis judgment |
| Finance Prep status | live practice available |
| Area | What to know | Common trap |
|---|---|---|
| Investment-management industry | mandates, roles, regulation, client types, service models | ignoring the mandate or client category |
| Securities valuation | equity, bond, and security-value drivers | calculating without checking what the number means |
| Valuation | discounting, cash flows, growth, risk premium, relative measures | using a valuation measure outside its context |
| Managing client portfolios | objectives, constraints, asset allocation, rebalancing, performance | treating portfolio construction as product picking |
| Collectives and other investments | fund structure, diversification, fees, liquidity, alternative exposure | assuming all pooled vehicles behave alike |
| Data analysis | averages, dispersion, correlation, regression, benchmarks, attribution | reading a statistic without asking what decision it supports |
After each set, mark misses as valuation, mandate, portfolio construction, fund structure, or data interpretation. If you can calculate a figure but cannot explain the portfolio decision it supports, drill valuation and data-analysis topics before another mixed mock.