Portfolio Management: Optimizing Investments and Resources

Introduction

Definition of portfolio management

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Importance of portfolio management

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Objectives of portfolio management

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Brief history of portfolio management

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Types of Portfolios

Steps in Portfolio Management

Risk Management in Portfolio Management

Portfolio Performance Evaluation

Portfolio Rebalancing

Alternative Investments

Behavioral Finance and Portfolio Management

Ethics in Portfolio Management

Conclusion

Course Content

Introduction

Definition of portfolio management

Importance of portfolio management

Objectives of portfolio management

Brief history of portfolio management

Types of Portfolios

Active portfolio management

Passive portfolio management

Tactical portfolio management

Strategic portfolio management

Steps in Portfolio Management

Defining investment objectives

Asset allocation

Security selection

Portfolio monitoring and evaluation

Risk Management in Portfolio Management

Risk measurement

Diversification

Hedging

Risk tolerance

Portfolio Performance Evaluation

Traditional measures of portfolio performance

Risk-adjusted measures of portfolio performance

Comparison of portfolio performance with benchmarks

Performance attribution analysis

Portfolio Rebalancing

Reasons for rebalancing

Approaches to rebalancing

Impact of taxes on portfolio rebalancing

Best practices in portfolio rebalancing

Alternative Investments

Definition of alternative investments

Types of alternative investments

Risks and benefits of alternative investments

Portfolio allocation to alternative investments

Behavioral Finance and Portfolio Management

Overview of behavioral finance

Behavioral biases in portfolio management

How to mitigate behavioral biases in portfolio management

Behavioral finance and portfolio performance

Ethics in Portfolio Management

Overview of ethics in portfolio management

Ethical principles in portfolio management

Examples of ethical issues in portfolio management

Importance of ethical conduct in portfolio management

Conclusion

Recap of key concepts

Future of portfolio management

Final thoughts and recommendations.

Quick Links

Resources

Support