Portfolio Management Cfa L1 2016

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