Overview on Portfolio Management

Acing Portfolio Management for the CFA Level 1 Exam

Ready to become the master of portfolio management? Fear not, we’ve got you covered! In this article, we will guide you through the essential topics of portfolio management, making sure you’re well-prepared for the CFA Level 1 Exam!

Portfolio Approach to Investing

Embark on a journey to master the portfolio approach to investing and discover why diversification is your best friend. Learn how to calculate the diversification ratio, discover the concept of the global minimum variance portfolio, and see how correlation affects your diversification plans. Plus, we’ll introduce you to the fascinating world of Modern Portfolio Theory (MPT).

► Ready to broaden your portfolio management horizons? Venture here.

Types of Investors

Discover the world of investors, their characteristics, and needs, focusing on investment horizon, risk tolerance, income needs, and liquidity needs. From individual investors at different life stages to a variety of institutional investors, grasp the differences and similarities. Plus, get insights into the operations of investment companies and sovereign wealth funds.

► Ready to understand the wide spectrum of investors? Start here.

Steps in the Portfolio Management Process

Learn how to wear the hat of a portfolio manager, starting from the planning stage, understanding client’s unique needs and creating an Investment Policy Statement. Navigate through the execution stage, choosing the right asset allocation and selecting securities. Lastly, understand the crucial feedback stage, monitoring changes, adjusting assets, and evaluating portfolio performance.

► Keen on managing portfolios like a pro? Click here.

Asset Management Industry

Discover the bustling world of the asset management industry, distinguishing between buy-side and sell-side firms. Unravel the myriad types of asset management firms, from full-service to specialist ones, and their unique investment approaches. Lastly, stay ahead of the curve with recent industry trends such as the growth of passive management and the surge of robo-advisors.

► Ready for a whirlwind tour of the asset management industry? Dive in here.

Pooled Investments

Ready for a deep dive into pooled investments? We’re breaking down everything from mutual funds to ETFs, and the factors that make them unique. We’ll also explore separately managed accounts and high-stakes investment options like hedge funds, private equity funds, and venture capital.

► Keen to pool your investment knowledge? Dive in here.