This introduction to portfolio management theory lays out the different types of investor characteristics and their implications for portfolio construction. This series also teaches the basics of fixed income, equity, and money market securities.
Risk and the individual investor: an examination of portfolio goals
Individual vs. institutional investors
Duration : 1 hour
Different types of money market funds
Advantages and disadvantages of different types of money market funds
Government treasury bills including bank discount basis and bond equivalent yields
Selecting investment vehicles based on the needs of a hypothetical client
Duration : 1 hour
Characteristics of long-term debt instruments
Key terms related to the bond market
Assessing the utility of different debt instruments
Duration : 1 hour
Compare and contrast methods for valuing equities
Dividends, earnings and assets
Identifying attractive equities for investment
Duration : 1 hour
The role of risk in portfolio management
Relationship between risk and return
Risk measurement techniques
Duration : 1 hour
Alternative strategies
Rebalancing a portfolio
Methods for evaluating portfolio returns
Assessing client satisfaction with risk/return balance
Define portfolio management and the portfolio management process
Identify institutional investors and their specific characteristics
Identify different types of investment instruments used by institutional investors
Apply the Five-Way Model to analyze and understand prospective clients and their needs
Determine how much risk an individual can assume by examining portfolio goals
Compare traits of individual and institutional investors
Compare and contrast different types of money market funds, and discuss the specific advantages and disadvantages of each
Calculate the bank discount basis and bond equivalent yields on a Treasury Bill
Select the best investment vehicle to meet a hypothetical client's needs
Describe the characteristics of long-term debt instruments
Define key terms related to the bond market. Identify the major types of domestic and foreign bonds.
Assess the utility of different debt instruments.
Describe bond ratings.
Explain how bond issuers enhance credit ratings. Define key terms used in the securities market.
Compare and contrast two types of analysis. Identify factors affecting share price.
Apply four basic measures to determine the accuracy of stock prices.
Identify companies that are attractive investments.
Define risk, and discuss the role it plays in portfolio management. Explain the relationship between
Identify actions that can be taken to rebalance a portfolio. Use different methods to evaluate portfolio returns.
Assess whether your client's overall investment objectives have been met.
Junior portfolio managers, money managers, research analysts, individual and institutional investors, private bankers and financial advisors, research staff of pension boards and plan sponsors.
