The Institutional Investor - Online

This introduction to portfolio management theory lays out the different types of investor characteristics and their implications for portfolio construction.

This course replicates the content from lesson 1 of Portfolio Management I - Online

This is an asynchronous eLearning course that can be accessed 24/7 from any internet enabled computer. Subscription period for this course is 90 days.


Junior portfolio managers, money managers, research analysts, client services staff, consultants, individual and institutional investors, private bankers and financial advisors, research staff members of pension boards and plan sponsors.
Students will be able to:
  • Define portfolio management and the portfolio management process
  • Identify institutional investors and their specific characteristics
  • Identify different types of investment instruments used by institutional investors
The Institutional Investor
  • The portfolio management process
  • Types of institutional investors