Course Overview
Portfolio Management
The CFA charter is one of the most respected designations in finance, considered by many to be the gold standard in the field of investment analysis. This is the first of three exams offered by the CFA Institute. The CFA program is a globally recognized standard for measuring the competence and integrity of financial analysts. It is necessary to ensure that the concepts are strong in Level One as a lot of them will be carried forward and acted upon in Level Two. The CFA charter is one of the most respected designations in finance, considered by many to be the gold standard in the field of investment analysis.
Through this course we are specifically looking into the portfolio management module of CFA
level 1 curriculum.
Here we are going to understand about concepts such as portfolio basis for endowments, portfolio basis of banks, portfolio management process, pooled investment, exchange traded fund.
After this we would see risk and return theory in managing portfolio’s such as risk aversion, correlation and risk return, return measures, money weighted return – problem, minimum variance frontier and efficient frontier, indifference curves, mean, variance and covariance, return generating models, combining risky and risk free asset, systematic and unsystematic risk.
Next important concepts in relation to building a portfolio is about the assumptions of capital market theory, strategic asset allocation, basic of portfolio planning and construction.
Course Objective:
- To summarize material in accordance to the Learning Outcome Statements provided by CFA institute for portfolio management.
- To create a solid understanding of the ground concepts in Level One. This can then be carried upon by candidates in the levels ahead.
Target Customers:
- Students
- Professionals
- Others who are interested in a career in Investment Management
- Anyone who wants to learn about managing asset portfolio’s
Pre-Requisites:
- Bachelor’s degree or equivalent. An exemption can be made where you can write the CFA level 1 if you
a) Are in the final year of your undergraduate program,
b) Have four years of professional experience, or
c) Have a combination of both, equating to at least four years. - Passion to learn. It is not an easy program to complete. It is considered as one of the toughest degrees to obtain in the financial world.