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During the First Phase of the Case Management Process, the Case

question 7

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During the first phase of the case management process, the case manager should attempt to: ​

Interpret and analyze supply and demand curves.
Understand the difference in viewpoints regarding taxation and economic fairness among economists.
Understand the methodology behind economic theories and the limitations of economic experiments.
Analyze the effects of macroeconomic policies on the national economy.

Definitions:

Immunization Strategies

Financial strategies used to shield a bond portfolio from the effects of interest rate fluctuations by balancing the duration of assets and liabilities.

Interest Rate Sensitivity

The degree to which the value of an investment, particularly fixed-income securities, changes in response to variations in interest rates.

Duration

A measure of the sensitivity of the price of a bond or a bond portfolio to changes in interest rates, usually expressed in years.

Interest-Rate Risk

The risk that an investment's value will change due to a change in the absolute level of interest rates, which can affect both debt and equity instruments.

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