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Topic 1 – 1A: Introduction to Funds Management
1B: Chartered Financial Analyst (CFA) Ethics

Submission due: 2.00pm on the day of the lecture in Teaching Week 2

Note: Tutorial questions are sourced from SPH-BKM = BFF5270: Funds Management, CFASPH = CFA Standards of Practice Handbook and other sources mentioned in the question itself. Students’ work that is copied from solutions or another student(s) or shared and submitted as your own constitutes cheating and/or plagiarism and will not earn any marks.
Please be aware that BFF5270 teaching staff can use text-matching software such as Turnitin to check for plagiarism.

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Question 1
Teachers Insurance and Annuity Association – College Retirement Equities Fund (TIAA–
CREF) is a Fortune 100 financial services organisation in the US. It is the leading retirement provider for people who work in the academic, research, medical and cultural fields. TIAA–CREF serves 3.9 million active and retired employees participating at more than 15,000 institutions.
Visit TIAA–CREF web site and provide a brief discussion on five basics of long-term investing in your own words.

Question 2 (this work is left to students and submission of answers for this tutorial question is not required)
Read SPH-BKM =