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?
Obtain specialist investment advice
|
|
Specialist investment expertise required by the organisation is sourced and retained Completed |
Evidence:
|
Performance benchmarks are received from trustee Completed |
Evidence:
|
Specialists are provided with information required to determine strategic options for investment Completed |
Evidence:
|
Investment procedure is established Completed |
Evidence:
|
Development of investment strategy is facilitated Completed |
Evidence:
|
Manage investment compliance requirements
|
|
Legislation, regulations and compliance issues relating to investment are identified Completed |
Evidence:
|
Investment strategy is assessed for compliance Completed |
Evidence:
|
Compliance issues and procedures are incorporated into the investment strategy Completed |
Evidence:
|
Performance outcomes are established Completed |
Evidence:
|
Monitoring of compliance is undertaken on an ongoing basis Completed |
Evidence:
|
Implement investment strategy
|
|
Liaison is provided with custodian/trustees to determine procedure to implement investment strategy Completed |
Evidence:
|
Transfer of funds to investment manager is managed Completed |
Evidence:
|
Liaison is provided with banks and financial services to facilitate strategy Completed |
Evidence:
|
Direct fund investments are implemented Completed |
Evidence:
|
Monitor and report on investment strategy
|
|
Regular investment reports are prepared for trustee and investment managers, as required Completed |
Evidence:
|
Documentation of investment transactions is managed Completed |
Evidence:
|
Investment performance is monitored and reported on as required Completed |
Evidence:
|
Compliance of investment strategy is monitored Completed |
Evidence:
|
Evaluate investment strategy
|
|
Investment performance is reviewed and assessed Completed |
Evidence:
|
Performance is evaluated against trustee set benchmarks Completed |
Evidence:
|
Performance is compared with industry indices and market conditions Completed |
Evidence:
|
Performance evaluation is provided to trustee Completed |
Evidence:
|