$3.00/m, $25.00/y

Portfolio Management CFA L1 2016

PM provides the critical framework and context for all other readings of CFA L1 and builds a strong base for L2 and L3

This course provides the critical framework and context for various Level I study sessions covering equities, fixed income, derivatives, and alternative investments.

Furthermore, this study session also provides a basis for the coverage of portfolio management 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.

Students will be able to complete the preparation of this subject in a week, even if they are able to devote less than 30 minutes everyday to this topic, with the help of this course. They will also be able to get a better understanding of Portfolio Management which will help them immensely in Level 2 and Level 3.

Introduction to Portfolio Theory
Types of Investors
Portfolio Management Process
Mutual Funds vs Pooled Investments
An Introduction to Risk Managment
Return measures Part 1
Return Measures Part 2
Portfolio Risk Characteristics
Efficient Frontier
Portfolio of Risky and Risk Free Asset
capital allocation line (CAL) and the capital market line (CML)
systematic and non systematic risk and return generating models
calculate and interpret beta
Introduction to CAPM and SML
Application-CAPM and SML
Principles of portfolio construction
Final Quiz
Planning your last month in CFA Prep
Practice Quiz 2

What's included

  • 19 Video Lessons
  • 2 Text Lessons

  • Works on all devices
  • Certificate of completion

Tanuja Yadav