Portfolio Theory: Portfolio Monitoring
This module covers monitoring portfolio performance and understanding the progress your portfolio is making towards achieving of the goals and objectives of your organization. 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. This course replicates the content from module 7 of Portfolio Management I. This is an asynchronous eLearning course that can be accessed 24/7 from any internet enabled computer. Subscription period for this course is 90 days.
CPE Credits: 1
| Program Level | Basic |
| Prerequisites | This course has no prerequisites. |
| Advance Preparation | No advance preparation required. |
| Recent Revision Date | October 6, 2014 |
| Instructional Delivery Method | QAS Self Study |
| Field of Study | Management Advisory Services |
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Duration : 1 hour
- Alternative strategies
- Rebalancing a portfolio
- Methods for evaluating portfolio returns
- Assessing client satisfaction with risk/return balance