Financial Portfolio Management Fundamentals

Financial Portfolio Management Fundamentals

with Corporate Finance Institute (CFI)
Electronic Video - 2024

This course offers a guide to understanding portfolio management—what it is as a process and what portfolio managers do in their roles.

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Bibliographic Details
Corporate Author: linkedin.com (Firm)
Other Authors: Finance Institute (CFI), Corporate (Speaker)
Format: Electronic Video
Language:English
Published: Carpenteria, CA linkedin.com, 2024.
Subjects:
Online Access:View course details on linkedin.com/learning

MARC

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245 1 0 |a Financial Portfolio Management Fundamentals.  |c with Corporate Finance Institute (CFI) 
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520 |a This course offers a guide to understanding portfolio management—what it is as a process and what portfolio managers do in their roles. 
511 1 |a Presenter: Corporate Finance Institute (CFI) 
520 |a Gain an understanding of portfolio management—what it is as a process and what portfolio managers do in their roles. This course first helps you establish your knowledge of the portfolio management process by focusing on the firm-side, answering questions like “What is a traditional versus non-traditional portfolio manager?” “What are their strategies?” and “What are their investment approaches?” This knowledge will enable you to understand how portfolio managers differ from three key perspectives: stakeholders, risk tolerance, and investment goals. Then, learn what portfolio managers do in their roles by examining how portfolios are constructed, how client mandates are formed, and lastly, how a portfolio manager’s performance is measured. Check out this course to gain a better understanding of what one of the most sought-after roles on the buy-side entails and be in a better position to gauge whether or not a career in portfolio management might be for you. Note: This course was create by the Corporate Finance Institute. We are pleased to host this training in our library. 
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710 2 |a linkedin.com (Firm) 
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092 |a ONLINE CLASS