Wealth Management at Sheikh Zayed Islamic Center

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32 Questions

What are the two forms in which return can come?

Income and capital gains

Which return measure is good for time series data?

Geometric Mean Return

If you invest in a share valuing PKR 50 and it increases to PKR 60, what would be the holding period return?

20%

What is the formula for arithmetic mean return?

(sum of the returns of investments) / (number of investments)

Which bank did Syed Muhammad Yaseen Ali not work at?

Faysal Bank Barkat

Which investment gave a 30% return in the example provided?

Share C

What is the investment weightage of Share B in the portfolio?

25%

What is the annualized return for Share A over the last three years if it gave returns of 10%, 20%, and 30%?

$1.1 x 1.2 x 1.3$

What education qualifications does Syed Muhammad Yaseen Ali have?

$ACCA, CSAA, PGD (IBF-CIE), CIFE-UAE$

What is the sum of the returns of investments divided by the number of investments called?

$Arithmetic Mean Return$

[Extra context] What does a holding period return measure?

$Return for holding an investment from one period to the other$

[Extra context] What does geometric mean return good for?

Good for Time Series Data

What is the formula for calculating Holding Period Return?

(Ending Value / Beginning Value) - 1

In the given example, which investment gave a 10% return?

Share A

What is the geometric mean return for Share A if it gave returns of 10%, 20%, and 30% over the last three years?

$1.1 \times 1.2 \times 1.3$

Which of the following banks did Syed Muhammad Yaseen Ali NOT work at?

Mashreq Bank UAE

What is the investment weightage of Share C in the portfolio?

$40%$

Which return measure is suitable for time series data?

Geometric Mean Return

What is the sum of the returns of investments divided by the number of investments called?

(10% + 20% + 30%) / 3

What does geometric mean return measure?

(Good for Time Series Data)

(Extra context) What are the two forms in which return can come?

Income and Capital Gains

(Extra context) What does a holding period return measure?

Return for holding an investment from one period to the other

What education qualification does Syed Muhammad Yaseen Ali have?

ACCA, CSAA, PGD (IBF-CIE), CIFE-UAE)

What is the formula for calculating Holding Period Return?

(Final Value - Initial Value) / Initial Value

Which return measure is suitable for time series data?

Geometric Mean Return

What are the two forms in which return can come?

Dividends and Capital Gains

What is the sum of the returns of investments divided by the number of investments called?

Arithmetic Mean Return

What is the annualized return for Share A over the last three years if it gave returns of 10%, 20%, and 30%?

$1.1 \times 1.2 \times 1.3$

In the given example, which investment gave a 10% return?

Share A

What does geometric mean return good for?

Dealing with time series data

What education qualifications does Syed Muhammad Yaseen Ali have?

(ACCA, CSAA, PGD (IBF-CIE), CIFE-UAE)

Which bank did Syed Muhammad Yaseen Ali not work at?

Bank Alfalah Islamic – Product Development

Learn about wealth management at the Sheikh Zayed Islamic Center on 2nd Dec 2023 with trainer Syed Muhammad Yaseen Ali. The outline includes topics like returns in two forms, return measures, and more! Gain insights into wealth management from an experienced professional.

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