Learning Module 3 of Portfolio Management 8–12% of the exam
Portfolio Management: An Overview
8 lessons. About 0 minutes in cram mode, 0 minutes in full.
Lessons for this module are being written. The outcomes and lesson plan below are final.
Lessons
- 1 Portfolio Perspective: Diversification and Risk Reduction
Coming soon
- 2 Portfolio Perspective: Risk-Return Trade-off, Downside Protection, Modern Portfolio Theory
Coming soon
- 3 Steps in the Portfolio Management Process
Coming soon
- 4 Types of Investors
Coming soon
- 5 The Asset Management Industry
Coming soon
- 6 Pooled Interest - Mutual Funds
Coming soon
- 7 Pooled Interest - Type of Mutual Funds
Coming soon
- 8 Pooled Interest - Other Investment Products
Coming soon
What the exam expects you to do
- Describe the portfolio approach to investing.
- Describe the steps in the portfolio management process.
- Describe types of investors and distinctive characteristics and needs of each.
- Describe defined contribution and defined benefit pension plans.
- Describe aspects of the asset management industry.
- Describe mutual funds and compare them with other pooled investment products.