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Portfolio Management - Theory & Practice (Part 2)

Review portfolio strategies for a variety of asset classes including fixed income, equity and alternatives.

Portfolio Management - Theory & Practice (Part 2)

There is one session available:

After a course session ends, it will be archived.
Starts Jul 28
Estimated 5 weeks
1–2 hours per week
Self-paced
Progress at your own speed
Cost to Enroll
$275 USD

About this course

Skip About this course

This course is designed to introduce you to the complex discipline of portfolio management. The course gives you an insight into the practice and theory of portfolio management. You'll be taught from the perspective of allocators who need to balance risk and return.

The course helps address the overwhelming importance of Modern Portfolio Theory, and delves into quantitative measurements of risk and return like the Sharpe ratio. This course also introduces students to the practical world of investment management. Significant course time is spent on understanding the risk/return tradeoffs that are sought by a Portfolio Manager’s client or superior.

We will also review Investment Policy Statements, understand the need for clear and concise communication and the balance of quantitative and qualitative factors when determining investment decisions.

Finally, Portfolio Management covers the spectrum of investment options all the way from ETFs to direct venture investments. This course will show you how all these various instruments are capital market tools that a PM can use to achieve a discipline and well thought out investment strategy.

This course is part 5 of the New York Institute of Finance’s Portfolio Management Professional Certificate program.

At a glance

  • Institution: NYIF
  • Subject: Economics & Finance
  • Level: Advanced
  • Prerequisites:
    • Intermediate MS Excel skills
    • Basic probability and statistics
    • Familiarity with fixed income instruments and concepts
    • Familiarity with equity valuation concepts
  • Language: English
  • Video Transcript: English
  • Associated programs:

What you'll learn

Skip What you'll learn
  • Mutual Fund Overview
  • Hedge Fund Overview
  • Private Equity Overview
  • Exchange Traded Funds
  • Retirement and Estate Planning
  • Managing the Client
  • M01: Mutual Fund Overview
  • M02: Hedge Fund Overview
  • M03: Private Equity Overview
  • M04: Exchange Traded Funds
  • M05: Retirement and Estate Planning
  • M06: Managing the Client

About the instructors

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