UNIVERSITY OF BRITISH COLUMBIA 
COMM 475 - Investment Policy 
Comprehensive Revision Guide and Notes 2025 
 
Part 01: About This Guide 
Part 02: Sample Examination 
Part 03: Suggested Solutions to Exam Paper 
Part 04: Study Tips for Students 
 
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COMM 475: Investment Policy - at UBC

C$35.00

ACADEMIC YEAR 2024 - 2025

University	University of British Columbia
Study Level	Undergraduate
Course Code	COMM 475
Course Title	Investment Policy
Notes Title	Comprehensive Revision Guide and Notes
Page Length	28

A comprehensive and easy-to-understand set of notes covering all examinable topics for COMM 475 - Investment Policy at the University of British Columbia. These notes offer vital information on the exam format, what will be on the exam, and key concepts you should focus your studies on. The purpose of this guide is to provide a logical structure for the course topics, to emphasize and explain the important concepts and methods in each topic, and to provide initial examples to which these concepts and methods are applied. This guide will get you up to speed on the course—you'll know it so well, in fact, that you'll pass the final examination.

COMM 475 provides tools for the portfolio construction process, beginning with establishing objectives, whether for an individual investor or an institutional investor. Given the objectives, we demonstrate techniques to set a strategic allocation of funds across broad asset classes. We then look at dynamic, tactical strategies that may be added on to the strategic decision and, finally, determine how to assess the success of our strategies in meeting our objectives.

What You'll Learn:

Determine a client's objectives
Construct and use a multi-risk factor model of asset returns
Use Mean-Variance analysis to set an individual’s portfolio allocation
Use an Asset-Liability model to construct an institution’s portfolio allocation
Apply the basic techniques of Tactical Asset Allocation
Apply the basic techniques of Insured Asset Allocation
Assess the performance of a portfolio, given the client's objectives

* Prerequisite: COMM 371.

COURSE CODE	COURSE TITLE
COMM 191	Application of Statistics in Business
COMM 192	Management and Organizational Behaviour
COMM 293	Financial Accounting
COMM 294	Managerial Accounting
COMM 296	Introduction to Marketing
COMM 298	Introduction to Finance
COMM 353	Financial Accounting: Intermediate I
COMM 370	Corporate Finance
COMM 371	Investment Theory
COMM 393	Commercial Law
COMM 450	Financial Accounting: Intermediate II
COMM 474	Fixed Income Markets and Management
COMM 475	Investment Policy
ECON 101	Principles of Microeconomics
ECON 102	Principles of Macroeconomics
ECON 301	Intermediate Microeconomic Analysis I
ECON 303	Intermediate Microeconomics II
ECON 325	Introduction to Econometrics I
ECON 326	Introduction to Econometrics II
ECON 345	Money and Banking
PSYC 218	Analysis of Behavioural Data
STAT 203	Statistical Methods
STAT 300	Intermediate Statistics for Applications
STAT 443	Time Series and Forecasting

COMM 475: Investment Policy - at UBC

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