Overview

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Build practical skills in portfolio management by learning how to construct, analyze, and optimize investment portfolios using frameworks from a portfolio management course.This course helps you apply investment analysis and portfolio management concepts to real-world financial portfolios. You will begin with portfolio risk and return, analyzing historical returns, risk measures, and diversification principles. Next, you will study modern portfolio theory, including efficient frontier, capital allocation line, and optimal portfolio selection. You will also learn capital market theory, CAPM, beta calculation, and the security market line to evaluate expected returns. The course then focuses on portfolio performance evaluation using metrics such as Sharpe ratio, Treynor ratio, and Jensen’s alpha. You will understand how asset management firms and portfolio management services operate, including active vs passive strategies. In later modules, you will build investment policy statements, define asset allocation strategies, and apply behavioral finance concepts. The course concludes with risk management frameworks, including risk identification, measurement, and mitigation techniques. By the end, you will: • Analyze portfolio risk, return, and diversification strategies • Apply CAPM, beta calculation, and efficient frontier concepts • Evaluate portfolio performance using Sharpe ratio and metrics • Construct investment portfolios using asset allocation frameworks This course is ideal for finance students, aspiring analysts, investment professionals, and anyone interested in portfolio Management Start building your expertise and make smarter investment decisions in evolving markets. Disclaimer: This course is an independent educational resource developed by Board Infinity and is not affiliated with, endorsed by, sponsored by, or officially associated with CFA Institute or any of its subsidiaries or affiliates. This course is not an official preparation material of CFA Institute. All trademarks, service marks, and company names mentioned are the property of their respective owners and are used for identification purposes only.

Syllabus

Portfolio Risk and Return - 1

This module introduces the fundamental relationship between risk and return in investment portfolios. Learners explore historical return analysis, distribution characteristics of asset returns, and investor risk preferences. The module also examines diversification benefits, portfolio construction with multiple assets, and the development of efficient portfolios using the Markowitz framework.

Portfolio Risk and Return - 2

This module explores the theoretical foundations linking risk and expected return in financial markets. Learners examine the Capital Market Line, return-generating models, and the Capital Asset Pricing Model (CAPM). The module also introduces performance evaluation techniques used to measure portfolio manager effectiveness.

Portfolio Management: An Overview

This module introduces the portfolio management process and the institutional environment in which investment decisions are made. Learners examine diversification strategies, modern portfolio theory applications, and the roles of individual and institutional investors. The module also explores active versus passive management approaches and developments within the asset management industry.

Basics of Portfolio Planning and Construction

This module focuses on developing investment strategies through structured portfolio planning. Learners examine investment policy statements, investor objectives, and portfolio constraints. The module also explores capital market expectations, strategic asset allocation, and portfolio construction principles used by investment professionals.

The Behavioral Biases of Individuals

This module explores behavioral finance and how psychological biases influence investment decisions and market outcomes. Learners examine cognitive and emotional biases that affect investor behavior and analyze market anomalies observed in financial markets. The module also explores how behavioral patterns contribute to market trends such as momentum, bubbles, and value effects.

Introduction to Risk Management

This module introduces risk management principles used in portfolio management and financial institutions. Learners examine the risk management process, governance frameworks, and risk tolerance concepts. The module also explores financial and non-financial risks and strategies used to manage, transfer, or mitigate risk exposures