Portfolio Management - Theory & Practice (Part 2)

About

This course is designed to introduce you to the complex discipline of portfolio management. The course gives you an insight into the practice and theory of portfolio management. You'll be taught from the perspective of allocators who need to balance risk and return.

The course helps address the overwhelming importance of Modern Portfolio Theory, and delves into quantitative measurements of risk and return like the Sharpe ratio. This course also introduces students to the practical world of investment management. Significant course time is spent on understanding the risk/return tradeoffs that are sought by a Portfolio Manager's client or superior.

We will also review Investment Policy Statements, understand the need for clear and concise communication and the balance of quantitative and qualitative factors when determining investment decisions.

Finally, Portfolio Management covers the spectrum of investment options all the way from ETFs to direct venture investments. This course will show you how all these various instruments are capital market tools that a PM can use to achieve a discipline and well thought out investment strategy.

This course is part 5 of the New York Institute of Finance's Portfolio Management Professional Certificate program.

What you will learn

• Mutual Fund Overview
• Hedge Fund Overview
• Private Equity Overview
• Exchange Traded Funds
• Retirement and Estate Planning
• Managing the Client

Skills you learn

• Capital Markets
• Asset Classes
• Modern Portfolio Theory
• Equities
• Concision
• Investments
• Portfolio Management
• Fixed Income
• Investment Management
• Sharpe Ratios
• Finance
• Portfolio Management Professional

Syllabus

• M01: Mutual Fund Overview
• M02: Hedge Fund Overview
• M03: Private Equity Overview
• M04: Exchange Traded Funds
• M05: Retirement and Estate Planning
• M06: Managing the Client

Auto Summary

Explore the complexities of portfolio management with this expert-level course from the New York Institute of Finance. Delve into Modern Portfolio Theory, risk/return tradeoffs, and investment strategies, from ETFs to venture investments. Taught by industry professionals, this course offers practical insights for allocators balancing risk and return. Ideal for finance professionals, it is part of the Portfolio Management Professional Certificate program on edX. Available with a Starter subscription.