This course offers a guide to understanding portfolio management—what it is as a process and what portfolio managers do in their roles.
Course details
Gain an understanding of portfolio management—what it is as a process and what portfolio managers do in their roles. This course first helps you establish your knowledge of the portfolio management process by focusing on the firm-side, answering questions like "What is a traditional versus non-traditional portfolio manager?" "What are their strategies?" and "What are their investment approaches?" This knowledge will enable you to understand how portfolio managers differ from three key perspectives: stakeholders, risk tolerance, and investment goals. Then, learn what portfolio managers do in their roles by examining how portfolios are constructed, how client mandates are formed, and lastly, how a portfolio manager's performance is measured. Check out this course to gain a better understanding of what one of the most sought-after roles on the buy-side entails and be in a better position to gauge whether or not a career in portfolio management might be for you.
Note: This course was create by the Corporate Finance Institute. We are pleased to host this training in our library.
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