CSI WME Exam 2 topic guide for managed products, portfolio monitoring and evaluation, with case lessons, priority cues, planning traps, and review priorities.
Managed Products, Portfolio Monitoring and Evaluation is a WME Exam 2 topic weighted at 14%. Use this landing page to frame the case issue first, then move into the chapter lessons for the exact discovery, tax, retirement, estate, investment, securities, product, or monitoring cue.
WME Exam 2 questions in this topic test whether a candidate can extract the controlling facts from a case. Focus on goals, deadlines, liquidity, risk capacity, tax, legal and family issues, product fit, missing information, and the first defensible next step.
| Lesson | Main review cue |
|---|---|
| Managed Products | fund and ETF fit, fees, mandates, risk, disclosure, portfolio overlap, and product comparison |
| Portfolio Monitoring and Performance Evaluation | case follow-up, performance measurement, benchmark relevance, rebalancing, client updates, and monitoring triggers |
| If the case feels most like… | Better first move |
|---|---|
| too many facts at once | summarize client, goal, deadline, and dominant constraint before answering |
| missing or inconsistent information | clarify facts before selecting the final recommendation |
| retirement, estate, tax, or insurance conflict | rank planning priorities before product implementation |
| portfolio or product fit | connect the product to risk capacity, objective, tax, liquidity, and monitoring |