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SAMURAI

Hope everyone had come across this shortform for the benchmark qualities (from schweser). Posting for awareness, so that we are well prepared.

S - Specified in Advance
A - Appropriate
M - Measurable
U - Unambiguous
R - Reflect current investment opportunities
A - Adjustable
I - Investable

In case cfai plans to play with this.

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awesome!

ValueAddict, CFA

This was real big last year.

SAMURAI!!!!!!!!!!!!!!!!!!!

gauravku Wrote:
——————————————————-
> Hope everyone had come across this shortform for
> the benchmark qualities (from schweser). Posting
> for awareness, so that we are well prepared.
>
> S - Specified in Advance
> A - Appropriate
> M - Measurable
> U - Unambiguous
> R - Reflect current investment OPINIONS (not opportunities)
> A - ACCOUNTABLE (not adjustable)
> I - Investable
>
> In case cfai plans to play with this.

Almost, see the corrections in CAPS above.

dude, do you guys have any other mnemonics to share? i realized l3 is a memorization game.

lxwqh