CFA Level 1 Prep- Portfolio Management

Exam Weight 8% | Taught by Amit Parakh, CFA

 

This section provides the critical framework and context for subsequent Level I study sessions covering equities, fixed income, derivatives, and alternative investments. Furthermore, this section also provides a basis for the coverage of portfolio management at Levels II and III.

The first reading introduces the concept of a portfolio approach to investments. After discussing the investment needs of various types of individual and institutional investors, the reading compares the types of pooled investment management products that are available to investors. The second reading introduces risk management, including a risk management framework and sources of risk. The following two readings cover portfolio risk and return measures and introduce modern portfolio theory—a quantitative framework for portfolio selection and asset pricing. The last reading focuses on the portfolio planning and construction process, including the development of an investment policy statement.
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    Self paced
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    enrollments10
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    LanguagesEnglish
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    Published DateJul 23, 2018
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    Documents: 1
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    Video: 20
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    Test: 10

Course Highlights

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    Sessions covering the aspects of Equities, Fixed Income & Derivatives
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    Provides basis for porfolio management at levels I & II
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    Introduction to Risk management & Sources of Risk
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    Emphasis on Portfolio Planning & Construction Process

Schedule

Section 1 - Download
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    Level1 Portfolio Management
Section 2 - Reading 40: Portfolio Management: An Overview
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    An overview of Portfolio Management- 1
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    An overview of Portfolio Management- 2
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    Reading 40 Quiz 1
Section 3 - Reading 41: Risk Management: An Introduction
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    Risk Management Process and Governance
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    Reading 41 Quiz 1
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    Identifications of Risks & Measuring and Modifying Risks- 1
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    Identifications of Risks & measuring and modifying risk- 2
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    Identifications of Risks & measuring and modifying risk- 3
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    Reading 41 Quiz 2
Section 4 - Reading 42: Portfolio Risk and Return: Part I
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    Investment Characteristics of Assets-1
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    Investment Characteristics of Assets- 2
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    Reading 42 Quiz 1
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    Risk Aversion, Portfolio Selection and Portfolio Risk -1
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    Risk Aversion, Portfolio Selection and Portfolio Risk- 2
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    Risk Aversion, Portfolio Selection and Portfolio Risk - 3
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    Risk Aversion, Portfolio Selection and Portfolio Risk- 4
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    Reading 42 Quiz 2
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    Efficient Frontier and Investor's Optimal Portfolio- 1
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    Efficient Frontier and Investor's Optimal Portfolio- 2
Section 5 - Reading 43: Portfolio Risk and Return: Part II
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    Integrity of Capital Markets
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    Reading 43 Quiz 1
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    Pricing of Risk and Computation of Expected Return
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    Reading 43 Quiz 2
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    The Capital Asset Pricing Model- 1
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    The Capital Asset Pricing Model- 2
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    Reading 43 Quiz 3
Section 6 - Reading 44: Basics of Portfolio Planning
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    Portfolio Planning
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    Reading 44 Quiz 1
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    Portfolio Construction
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    Reading 44 Quiz 2

Instructor

Amit ParakhIndiaContact Instructor

Amit Parakh is one of the most qualified global trainers in the CFA Program and FRM space. He has a B-Com from Calcutta University and an MBA from IIMA. Having aced Chartered Accountancy (a national rank), FRM, CS, CFA exams all in first attempt, he knows what it takes. Amit has been with ICICI Bank in the structured finance division. He has also been a sell side equity analyst with JP Morgan. He carries an extensive experience of teaching specialized courses in derivative and fixed income.