Financial Portfolio Management Fundamentals / with Corporate Finance Institute (CFI).

Format:

Video

Author/Creator:

Finance Institute (CFI), Corporate, speaker.

Contributor:

linkedin.com (Firm)

Language:

English

Genre:

Instructional films.

Educational films.

Physical Description:

1 online resource

Place of Publication:

Carpenteria, CA : linkedin.com, 2024.

System Details:

Latest version of the following browsers: Chrome, Safari, Firefox, or Internet Explorer. Adobe Flash Player Plugin. JavaScript and cookies must be enabled. A broadband Internet connection.

digital

Summary:

This course offers a guide to understanding portfolio management-what it is as a process and what portfolio managers do in their roles.

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.

Participant:

Presenter: Corporate Finance Institute (CFI)

Notes:

11/18/202412:00:00AM

Access Restriction:

Restricted for use by site license.