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About Course
When an investor invests, s/he doesn’t only invest in only one asset. The investment is diversified across different assets and their respective classes. This diversified investment across different classes of an asset for by investor is called his portfolio.
The investor may manage the portfolio himself or choose a professional manager to do the job. These managers invest only after giving due consideration to the investment objectives of their clients.
This study session provides the critical framework and context for subsequent Level I study sessions covering equities, fixed income, derivatives, and alternative investments. Furthermore, this study session also provides a basis for portfolio management coverage at Levels II and III.
The first reading introduces the concept of a portfolio approach to investments. After discussing the investment needs of various types of individual and institutional investors, the reading compares the types of pooled investment management products that are available to investors. The second reading introduces risk management, including a risk management framework and sources of risk. The following two readings cover portfolio risk and return measures and introduce modern portfolio theory—a quantitative framework for portfolio selection and asset pricing. The last reading focuses on the portfolio planning and construction process, including the development of an investment policy statement.
Course Content
PORTFOLIO MANAGEMENT: AN OVERVIEW
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