Portfolio Management
Building and managing investment portfolios: risk and return, diversification, asset allocation, performance measurement and the investment policy statement.
FIN-330 Year 3 3 credits 12 lessons planned ▶ Video lessons coming soon
Offered by HSM University · Finance
Course content
- 1The investment management processComing
- 2Risk, return and utilityComing
- 3Diversification and the efficient frontierComing
- 4The capital asset pricing modelComing
- 5Factor modelsComing
- 6Market efficiency and behavioural financeComing
- 7The investment policy statementComing
- 8Strategic and tactical asset allocationComing
- 9Active and passive managementComing
- 10Rebalancing, costs and taxesComing
- 11Measuring and attributing performanceComing
- 12Case study: managing a family portfolioComing
Requirements
Recommended background. You can start any course at any time.
Description
Building and managing investment portfolios: risk and return, diversification, asset allocation, performance measurement and the investment policy statement.
Part of the Business stream, typically taken in year 3.