$1.$ Explain the process of using mutual funds to implement an investment plan once an asset allocation has been completed using a mean variance optimization model and a risk tolerance tool for the investor.

$2.$ What are the types of inputs that go into a mean variance optimization model?

$3.$ What is the purpose of a mutual fund prospectus?

$4.$ Describe how portfolio turnover is calculated and impacts performance and taxation.

$5.$ Does manager tenure matter in terms of evaluating fund performance?

$6.$ Describe the usefulness of alpha as a performance measure for mutual funds.

$7.$ Sharpe and Treynor are both relative measures of performance that are used to evaluate the risk$-$adjusted performance of comparable funds. Should the two measures result in the same rankings?

$8.$ How might the changing of a mutual fund$$s asset base impact performance?