Strategic Portfolio Management and Investment Strategies
About Course
Module 1: Portfolio Management Overview
- Introduction to portfolio management and its objectives.
- The role of portfolio managers and investment policy statements.
- Risk tolerance assessment and investment goals.
Module 2: Asset Allocation Strategies
- Asset allocation decisions in portfolio management.
- Strategic asset allocation, tactical asset allocation, and rebalancing.
- Considerations for different investment goals.
Module 3: Portfolio Construction
- Constructing diversified portfolios.
- Selecting individual assets and asset classes.
- Portfolio optimization techniques.
Module 4: Portfolio Performance Evaluation
- Evaluating portfolio performance and benchmarking.
- Risk-adjusted return measures (Sharpe ratio, Treynor ratio, etc.).
- Identifying sources of portfolio underperformance.
Module 5: Portfolio Monitoring and Rebalancing
- Monitoring portfolio investments and market conditions.
- Rebalancing strategies and frequency.
- Managing changes in portfolio objectives.
Module 6: Advanced Portfolio Management
- Advanced topics in portfolio management.
- Active vs. passive management strategies.
- Factor-based investing and quantitative portfolio techniques.