Portfolio Management Methods

What You Will Learn

• 1 Learn the foundational principles of portfolio management, including key objectives, stakeholder roles, and the investment policy statement framework.
• 2 Understand asset classes and their return-risk characteristics to make informed allocation decisions across equities, fixed income, alternatives, and cash.
• 3 Apply modern portfolio theory and mean-variance optimization to construct efficient portfolios that balance return expectations with risk tolerance.
• 4 Analyze strategic and tactical asset allocation approaches to align portfolio structure with long-term goals and short-term market opportunities.
• 5 Explore fixed income portfolio management techniques including duration, convexity, yield curve strategies, and credit risk evaluation.
• 6 Implement equity portfolio management methods including factor investing, active versus passive strategies, and stock selection frameworks.
• 7 Develop risk management processes for portfolios using quantitative measures such as Value at Risk, stress testing, and drawdown analysis.
• 8 Understand portfolio performance measurement and attribution analysis to evaluate manager skill and identify sources of return.
• 9 Apply rebalancing strategies, tax-aware management, and transaction cost control to maintain portfolio efficiency over time.
• 10 Build a complete portfolio management process from policy formulation through execution, monitoring, and client reporting.