Portfolio Management

  • Level: Intermediate
  • Duration: 6.4 hours  
  • Access: 1 Year
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Describe mean-variance analysis (modern portfolio theory) and equilibrium models of asset pricing such as CAPM and APT, as well passive and active approaches to portfolio management.

  • This course is only suitable for desktop use.

Course Outline

Describe mean-variance analysis (modern portfolio theory) and equilibrium models of asset pricing such as CAPM and APT, as well passive and active approaches to portfolio management.

What You Will Learn

Topic 1: Capital Asset Pricing Model (CAPM)

  • Investment Basics
  • Investment Perspectives & Approaches
  • Investable Assets
  • Investment Risk & Return

Topic 2: APT & Factor Models

  • Calculating the Expected Return
  • Calculating Volatility (Risk)

Topic 3: Factor-Based Investing - Primer

  • Calculating the Risk/Return of a Portfolio
  • Portfolio Covariance
  • Portfolio Variance & Standard Deviation
  • Semivariance

Topic 4: Efficient Markets

  • Efficient Market Hypothesis (EMH)
  • Market Efficiency: The Evidence
  • Adaptive Markets Hypothesis

Topic 5: Portfolio Management - Passive vs. Active Approaches 

  • Passive Portfolio Management
  • Active Portfolio Management
  • Variations on Active/Passive Portfolio Management

Topic 6: Portfolio Management - Behavioral Therapy 

  • Key Tenets of Behavioral Finance
  • Behavioral Portfolio Management in Practice

Topic 7: Investment Policy Statements

  • Overview of Investment Policy Statements
  • Key Elements of Investment Policy Statements

Topic 8: AI Applications - Wealth & Asset Management

  • Wealth & Asset Management Overview
  • Wealth Management
  • Asset Management

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 Test your knowledge throughout each tutorial with
regular review questions. 
  End each tutorial with a short, graded test designed to enhance knowledge retention.
  Gain a shareable professional certification.

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