About Course
Description:
This module provides a solid foundation in portfolio management, introducing key principles, methodologies, and concepts that are essential for effective portfolio construction. Additionally, it covers asset allocation strategies that help optimize the distribution of investments, enabling you to meet your portfolio’s objectives. Whether you’re building a portfolio for long-term growth, income generation, or risk minimization, this module equips you with the tools and strategies to design and manage a well-diversified portfolio.
Topics Covered:
-
Core principles of portfolio management: Understanding the foundational concepts such as diversification, risk/return tradeoff, and portfolio theory.
-
Asset allocation frameworks and strategies: Exploring various asset allocation methods such as strategic, tactical, and dynamic asset allocation.
-
Building diversified portfolios for different objectives: Practical guidance on constructing portfolios based on client needs, risk tolerance, and time horizon.
Course Content
Core Principles of Portfolio Management
-
Risk vs. return tradeoff
-
Efficient frontier and modern portfolio theory
-
The role of diversification in mitigating risk
-
Types of risk: systematic and unsystematic
-
The role of time horizon and client objectives in portfolio management
Asset Allocation Frameworks and Strategies
Building Diversified Portfolios for Different Objectives
Student Ratings & Reviews
