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.

 

Show More