Course Overview
This course serves as a manual for comprehending portfolio management, including its nature as a process and the responsibilities of portfolio managers. This course will help you establish your knowledge of the portfolio management process by concentrating on the firm-side and answering inquiries like: What is a traditional versus non-traditional portfolio manager, what are their strategies, and what are their investment approaches? This course will do this by introducing concepts linearly and logically. With this information, you'll be better able to compare and contrast the three main viewpoints of stakeholders, risk tolerance, and investment objectives across portfolio managers. Then, by looking at how portfolios are built, talking about how client mandates are created, and last, showing how a portfolio manager's performance is monitored, we may better grasp what portfolio managers do in their jobs. You will have a greater knowledge of one of the most sought-after buy-side professions after taking this course, and you will be in a much better position to decide whether a career in portfolio management would be right for you.
Portfolio Management Fundamentals Learning Objectives
Following this training, you will be capable of:
- 1. Be able to explain what portfolio management is as a practise and what a portfolio manager does, as well as how this profession varies from other well-known capital markets roles. (ex., equity research, sales & trading)
- 2. Describe the stakeholders, risk tolerance, and investment objectives of traditional versus non-traditional asset managers.
- 3. Describe the portfolio development process and the roles that the board of directors, portfolio managers, and stakeholders (investors) play.
- 4. Explain how client risk profiles affect the creation of a portfolio.
- 5. Explaining the fundamental ideas of performance attribution and performance vs benchmark at the portfolio manager level will help to illustrate how fund performance is analysed and quantified.
Who Should Take This Course?
Anyone and everyone interested in pursuing a career as a portfolio manager should take this basic course. This course will help you develop a solid understanding of what portfolio management is, what portfolio managers do, and whether this career path could be a great fit for you, whether you are about to embark on your first job search as a recent graduate of an academic institution or you are ready to transition career paths after gaining professional work experience in a related or unrelated field.
WHO CAN ENROLL IN THE COURSE AND WHAT ARE THE PRE-REQUIREMENTS
- 1. There is no prerequisite for taking the course. We begin with the very beginning. and develop you into a portfolio management and investment analysis expert.
- 2. If arithmetic baffles you, don't worry—each "single equation" is explained by breaking it down into its component variables. We dissect it to the very foundation to demonstrate how straightforward it is.
- 3. Financial calculator is required.
