Portfolio Management

Construction, optimization, and management of investment portfolios.

Portfolio management involves the construction, optimization, and ongoing management of investment portfolios to meet specific investment objectives and risk tolerances. This includes asset allocation, security selection, performance measurement, and risk management. Analysts use various tools and techniques, such as modern portfolio theory, efficient frontier analysis, and factor investing, to build and manage portfolios effectively.

Concepts covered: Analysis of Active Portfolio Management, Measuring and Managing Market Risk, Exchange-Traded Funds: Mechanics and Applications, Backtesting and Simulation, Using Multifactor Models, Economics and Investment Markets

Time: 5 minutes   Questions: 5

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