Tutorials > Portfolio Management CFA L1 2016

Portfolio Management CFA L1 2016

Date: 29 January 2023 | Posted by: voska89

Last updated 4/2016
MP4 | Video: h264, 1920x1080 | Audio: AAC, 44.1 KHz
Language: English | Size: 4.33 GB | Duration: 5h 3m
PM provides the critical framework and context for all other readings of CFA L1 and builds a strong base for L2 and L3

What you'll learn
Get an understanding on Portfolio Management
Reduce their preparation time for this tough subject to less than one third
Prepare students for CFA L1 subject Portfolio Management which is 7% of the total curriculum and increases significantly in L2 and L3
Requirements
Ideally students should be enrolled for taking the CFA exam and should be in possession of the official courseware
Description
This course provides a basis for the coverage of portfolio management at Levels II and III.
The first reading introduces the concept of a portfolio approach to investments. After discussing the investment needs of various types of individual and institutional investors, the reading compares the types of pooled investment management products that are available to investors.
The second reading introduces risk management, including a risk management framework and sources of risk.
The following two readings cover portfolio risk and return measures and introduce modern portfolio theory—a quantitative framework for portfolio selection and asset pricing.
The last reading focuses on the portfolio planning and construction process, including the development of an investment policy statement.
Students will be able to complete the preparation of this subject in a week, even if they are able to devote less than 30 minutes everyday to this topic, with the help of this course. They will also be able to get a better understanding of Portfolio Management which will help them immensely in Level 2 and Level 3.
Overview
Section 1: Portfolio Management: An Overview
Lecture 1 Introduction
Lecture 2 Introduction to Portfolio Theory
Lecture 3 Types of Investors
Lecture 4 Portfolio Management Process
Lecture 5 Mutual Funds vs Pooled Investments
Section 2: Risk management: An Introduction
Lecture 6 An introduction to Risk Management
Lecture 7 The Risk Management Process
Lecture 8 Risk Management Framework
Lecture 9 The Risk Management Framework in an Enterprise Context
Lecture 10 An Enterprise View of Risk Governance
Lecture 11 Risk tolerance
Lecture 12 Risk Budgeting
Lecture 13 Financial Risks
Lecture 14 Non Financial Risks
Lecture 15 Risk Interactions
Lecture 16 Risk Drivers
Lecture 17 Risk Metrics
Lecture 18 Methods of risk modification
Lecture 19 Individual's Risk Management
Section 3: PORTFOLIO RISK AND RETURN: PART I
Lecture 20 Return measures Part 1
Lecture 21 Return Measures Part 2
Lecture 22 Portfolio Risk Characteristics
Lecture 23 Efficient Frontier
Section 4: PORTFOLIO RISK AND RETURN: PART II
Lecture 24 Portfolio of Risky and Risk Free Asset
Lecture 25 capital allocation line (CAL) and the capital market line (CML)
Lecture 26 systematic and non systematic risk and return generating models
Lecture 27 calculate and interpret beta
Lecture 28 Introduction to CAPM and SML
Lecture 29 Application-CAPM and SML
Section 5: BASICS OF PORTFOLIO PLANNING AND CONSTRUCTION
Lecture 30 IPS
Lecture 31 Principles of portfolio construction
Lecture 32 Bonus Lecture: Coupon codes and Access to free courses
Section 6: Bonus Lectures: Extra_For CFA Exam Prep
Lecture 33 Bonus Lectures: Planning your last month in CFA Prep
Section 7: Bonus Lecture
Lecture 34 Bonus Lectures: : An Introduction to Risk Management_Old Version
Students enrolled for CFA L1 for the first time,Students who had attempted CFA L1 but could not clear due to low performance in Portfolio Management

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