Describe portfolio management as a process
Formulate an appropriate investment policy for institutional and individual investors
Apply asset allocation when constructing a portfolio
Identify the reasons for probable adjustments to an individual’s investment portfolio
Describe the framework for evaluating portfolio performance
Define the different risk-adjusted measures of performance
Use benchmarking
Explain the contribution of market timing and security selection to the performance of an investment portfolio

 

 

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Describe portfolio management as a process
Formulate an appropriate investment policy for institutional and individual investors
Apply asset allocation when constructing a portfolio
Identify the reasons for probable adjustments to an individual’s investment portfolio
Describe the framework for evaluating portfolio performance
Define the different risk-adjusted measures of performance
Use benchmarking
Explain the contribution of market timing and security selection to the performance of an investment portfolio

 

 

Leave a Reply

Your email address will not be published. Required fields are marked *