This course introduces the concept of a portfolio approach to investments. The needs of individual and institutional investors are each examined, along with the range of available investment solutions. Steps in the portfolio management, common measures of portfolio risk and return, and modern portfolio theory will be explored.

Temps présentiel : 35 heures

Charge de travail étudiant : 10 heures

Méthode(s) d'évaluation : Examen écrit

Référence :
CFA® Program Curriculum 2023 • LEVEL 1 • VOLUME 5- Portfolio Management.