How is beta calculated in portfolio management?

Beta measures a stock’s sensitivity to market movements. It is calculated using regression analysis of asset returns against market returns.

What is the Sharpe ratio and why is it important?

The Sharpe ratio measures risk-adjusted returns by comparing excess return to volatility. It helps evaluate portfolio performance.

What is the efficient frontier in portfolio management?

The efficient frontier represents optimal portfolios that offer the highest return for a given level of risk.

Can this course help in asset management careers?

Yes, it builds skills required in asset management roles, including portfolio construction, risk analysis, and performance evaluation.

What are portfolio management services (PMS)?

Portfolio management services involve professional management of investments, often tailored to individual or institutional investors.

Does the course cover real estate portfolio management?

Yes, it introduces diversification and asset allocation concepts applicable to real estate portfolios.

What is the role of diversification in portfolio management?

Diversification reduces risk by spreading investments across different asset classes and securities.

What is an investment policy statement (IPS)?

An IPS outlines an investor’s objectives, constraints, and strategy for managing a portfolio.

What career opportunities are available after this course?

You can pursue roles such as portfolio manager, financial analyst, investment advisor, or asset manager.

How does behavioral finance impact portfolio decisions?

Behavioral finance studies how biases affect investment decisions, often leading to irrational portfolio choices.

Is this course suitable for beginners?

Yes, it starts with foundational concepts and gradually moves to advanced portfolio management techniques.

What tools are used in portfolio management?

Common tools include Excel, financial models, risk analysis frameworks, and performance evaluation metrics.

What will I get if I subscribe to this Specialization?

When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.

Is financial aid available?

Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.

Prepare for CFA Level 1: Portfolio Management and Strategy

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Prepare for CFA Level 1: Portfolio Management and Strategy

Ce cours fait partie de Spécialisation "Prepare for CFA Level 1 Exam: Master Core Finance Concepts "

Instructeur : Board Infinity

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6 modules

Obtenez un aperçu d'un sujet et apprenez les principes fondamentaux.

niveau Débutant

Expérience recommandée

3 semaines à compléter

à 10 heures par semaine

Planning flexible

Apprenez à votre propre rythme

6 modules

Obtenez un aperçu d'un sujet et apprenez les principes fondamentaux.

niveau Débutant

Expérience recommandée

3 semaines à compléter

à 10 heures par semaine

Planning flexible

Apprenez à votre propre rythme

Ce que vous apprendrez

Build diversified investment portfolios using modern theory
Apply CAPM, beta, and efficient frontier in analysis
Evaluate portfolio performance using key financial ratios
Develop risk management and asset allocation strategies

Compétences que vous acquerrez

Catégorie : Performance Analysis
Catégorie : Governance Risk Management and Compliance
Catégorie : Decision Making
Catégorie : Risk Management Framework
Catégorie : Capital Markets
Catégorie : Portfolio Management
Catégorie : Risk Management
Catégorie : Asset Management
Catégorie : Risk Analysis
Catégorie : Investment Management
Catégorie : Behavioral Economics
Catégorie : Risk Mitigation
Catégorie : Performance Measurement
Catégorie : Portfolio Risk
Catégorie : Financial Market
Catégorie : Investments

Détails à connaître

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Il y a 6 modules dans ce cours

Build practical skills in portfolio management by learning how to construct, analyze, and optimize investment portfolios using frameworks from a portfolio management course.This course helps you apply investment analysis and portfolio management concepts to real-world financial portfolios.

You will begin with portfolio risk and return, analyzing historical returns, risk measures, and diversification principles. Next, you will study modern portfolio theory, including efficient frontier, capital allocation line, and optimal portfolio selection. You will also learn capital market theory, CAPM, beta calculation, and the security market line to evaluate expected returns. The course then focuses on portfolio performance evaluation using metrics such as Sharpe ratio, Treynor ratio, and Jensen’s alpha. You will understand how asset management firms and portfolio management services operate, including active vs passive strategies. In later modules, you will build investment policy statements, define asset allocation strategies, and apply behavioral finance concepts. The course concludes with risk management frameworks, including risk identification, measurement, and mitigation techniques. By the end, you will: • Analyze portfolio risk, return, and diversification strategies • Apply CAPM, beta calculation, and efficient frontier concepts • Evaluate portfolio performance using Sharpe ratio and metrics • Construct investment portfolios using asset allocation frameworks This course is ideal for finance students, aspiring analysts, investment professionals, and anyone interested in portfolio Management Start building your expertise and make smarter investment decisions in evolving markets. Disclaimer: This course is an independent educational resource developed by Board Infinity and is not affiliated with, endorsed by, sponsored by, or officially associated with CFA Institute or any of its subsidiaries or affiliates. This course is not an official preparation material of CFA Institute. All trademarks, service marks, and company names mentioned are the property of their respective owners and are used for identification purposes only.

This module introduces the fundamental relationship between risk and return in investment portfolios. Learners explore historical return analysis, distribution characteristics of asset returns, and investor risk preferences. The module also examines diversification benefits, portfolio construction with multiple assets, and the development of efficient portfolios using the Markowitz framework.

Inclus

21 vidéos7 devoirs1 plugin

21 vidéosTotal 146 minutes

Introduction3 minutes
Real and Nominal returns of US asset classes5 minutes
Risk of Major Asset Classes7 minutes
Risk–Return Trade-off6 minutes
Distributional Characteristics11 minutes
Market Characteristics7 minutes
The Concept of Risk Aversion8 minutes
Utility Theory7 minutes
Indifference Curves7 minutes
Covariance and Correlation5 minutes
Correlation and Risk Diversification6 minutes
Portfolio of Two Risky Assets10 minutes
Portfolio of Many Risky Assets6 minutes
Historical Risk and Correlation5 minutes
Investment Opportunity Set9 minutes
Minimum-Variance Portfolios8 minutes
Minimum-Variance Frontier4 minutes
Markowitz efficient frontier4 minutes
Capital Allocation Line15 minutes
Capital Allocation Line- example6 minutes
Investor Preferences and Optimal Portfolios8 minutes

7 devoirsTotal 240 minutes

Historical return and risk30 minutes
Practice Quiz : — Other Investment Characteristics30 minutes
Practice Quiz : — Utility Theory and Indifference Curves30 minutes
Practice Quiz : — Portfolio Risk & Portfolio 30 minutes
Practice Quiz : — Efficient Frontier- Investment Opportunity Set & Minimum Variance30 minutes
Practice Quiz : — Efficient Frontier- Optimal Investor Portfolio30 minutes
Graded Quiz: Portfolio Risk and Return - 160 minutes

1 pluginTotal 5 minutes

Quick Course Check-In5 minutes

This module explores the theoretical foundations linking risk and expected return in financial markets. Learners examine the Capital Market Line, return-generating models, and the Capital Asset Pricing Model (CAPM). The module also introduces performance evaluation techniques used to measure portfolio manager effectiveness.

Inclus

22 vidéos5 devoirs

22 vidéosTotal 130 minutes

Portfolio of Risk-Free and Risky Assets6 minutes
Passive and Active Portfolios7 minutes
The Capital Market Line (CML)8 minutes
The Capital Market Line (CML)- example9 minutes
Leveraged Portfolios with Different Lending and Borrowing Rates6 minutes
Systematic and Nonsystematic Risk3 minutes
Return Generating Models6 minutes
Decomposition of Total Risk for a Single-Index Model3 minutes
Calculation and Interpretation of Beta6 minutes
Estimation of Beta5 minutes
Assumptions of the CAPM7 minutes
The Security Market Line6 minutes
Application of the CAPM to Capital Budgeting4 minutes
Limitations of the CAPM5 minutes
Extensions to the CAPM7 minutes
Performance evaluation6 minutes
The Sharpe Ratio5 minutes
The Treynor Ratio6 minutes
M2- Risk-Adjusted Performance6 minutes
Jensen’s Alpha5 minutes
Performance evaluation and ranking7 minutes
Optimal Investor Portfolio6 minutes

5 devoirsTotal 180 minutes

Practice Quiz : — Capital Market Theory- The Capital Market Line30 minutes
Practice Quiz : — Return Generating Models30 minutes
Practice Quiz : — Capital Asset Pricing Model30 minutes
Practice Quiz : — Portfolio Performance Appraisal Measures30 minutes
Graded Quiz : — Portfolio Risk and Return - 260 minutes

This module introduces the portfolio management process and the institutional environment in which investment decisions are made. Learners examine diversification strategies, modern portfolio theory applications, and the roles of individual and institutional investors. The module also explores active versus passive management approaches and developments within the asset management industry.

Inclus

14 vidéos4 devoirs

14 vidéosTotal 126 minutes

Historical Example of Portfolio Diversification5 minutes
Portfolios- Reduce Risk10 minutes
Downside protection- Historical context10 minutes
Modern Portfolio Theory8 minutes
Step One- The Planning Step10 minutes
Step Two- The Execution Step7 minutes
Step Three- The Feedback Step9 minutes
Individual Investors11 minutes
Institutional Investors12 minutes
Active versus Passive Management8 minutes
Traditional versus Alternative Asset Managers8 minutes
Pooled Interest - Mutual Funds9 minutes
Pooled Interest - Type of Mutual Funds10 minutes
New developments in Asset management industry12 minutes

4 devoirsTotal 150 minutes

Practice Quiz : — Portfolio Perspective- Diversification and Risk Reduction30 minutes
Practice Quiz : — Steps in the Portfolio Management Process30 minutes
Practice Quiz : — The Asset Management Industry30 minutes
Graded Quiz : — Portfolio Management: An Overview60 minutes

This module focuses on developing investment strategies through structured portfolio planning. Learners examine investment policy statements, investor objectives, and portfolio constraints. The module also explores capital market expectations, strategic asset allocation, and portfolio construction principles used by investment professionals.

Inclus

10 vidéos4 devoirs

10 vidéosTotal 85 minutes

Introduction6 minutes
The Investment Policy Statement13 minutes
Types of Risk Objectives12 minutes
Types of Risk Objectives examples5 minutes
Return Objectives10 minutes
IPS Constraints8 minutes
Client Information- examples8 minutes
Capital Market Expectations6 minutes
Strategic Asset Allocation6 minutes
ESG Considerations in Portfolio Planning and Construction10 minutes

4 devoirsTotal 150 minutes

Practice Quiz : — The Investment Policy Statement30 minutes
Practice Quiz : — IPS Risk and Return Objectives30 minutes
Practice Quiz : — Strategic Asset Allocation30 minutes
Graded Quiz : — Basics of Portfolio Planning and Construction60 minutes

This module explores behavioral finance and how psychological biases influence investment decisions and market outcomes. Learners examine cognitive and emotional biases that affect investor behavior and analyze market anomalies observed in financial markets. The module also explores how behavioral patterns contribute to market trends such as momentum, bubbles, and value effects.

Inclus

9 vidéos3 devoirs

9 vidéosTotal 78 minutes

Introduction7 minutes
Behavioral Bias Categories6 minutes
Cognitive Errors10 minutes
Cognitive Errors – Information-Processing Biases12 minutes
Emotional Biases10 minutes
Emotional Biases Identification and Portfolio Impact7 minutes
Defining Market Anomalies8 minutes
Momentum5 minutes
Bubbles and Crashes13 minutes

3 devoirsTotal 90 minutes

Practice Quiz : — Data Requirements for No-Code AI30 minutes
Practice Quiz : — Data Requirements for No-Code AI30 minutes
Graded Quiz: The Behavioral Biases of Individuals30 minutes

This module introduces risk management principles used in portfolio management and financial institutions. Learners examine the risk management process, governance frameworks, and risk tolerance concepts. The module also explores financial and non-financial risks and strategies used to manage, transfer, or mitigate risk exposures

Inclus

13 vidéos4 devoirs

13 vidéosTotal 108 minutes

Introduction7 minutes
Risk Management Process12 minutes
Risk Management Framework9 minutes
Risk Governance - An Enterprise View9 minutes
Risk Tolerance7 minutes
Risk Budgeting9 minutes
Financial Risk10 minutes
Non-Financial Risk8 minutes
Interactions Between Risks7 minutes
Measuring and Modifying Risk- Drivers and Metrics6 minutes
Risk Prevention and Avoidance5 minutes
Risk Acceptance- Self-Insurance and Diversification9 minutes
Risk Shifting11 minutes

4 devoirsTotal 150 minutes

Practice Quiz : — Risk Management Process30 minutes
Practice Quiz : — Identification of Risk - Financial Vs. Non-Financial Risk30 minutes
Practice Quiz : — Risk Modification- Prevention, Avoidance, and Acceptance30 minutes
Graded Quiz: Introduction to Risk Management60 minutes

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Foire Aux Questions

A portfolio management course teaches how to construct, analyze, and manage investment portfolios. It is essential for careers in asset management, investment banking, and financial planning.

Yes, the course includes key concepts from CFA Level 1 portfolio management such as CAPM, efficient frontier, and portfolio performance evaluation.

The CAPM formula estimates expected return based on risk-free rate, beta, and market return. It helps investors evaluate whether an asset is fairly priced.

To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. You can try a Free Trial instead, or apply for Financial Aid. The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.