The Institutional Investor - Online

This module will start by explaining the portfolio management process, then describe the different types of investors and the investment instruments they use. It will be concentrating on only one type of investor: the institutional investor.

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.

Available TodayOnlineUSD$60.00
Instructional Method:
Self-Study
Level: Basic

CPE CREDITS
1
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 course provided very useful information."
  • The Individual Investor - Online
  • Money Markets and Portfolio Management - Online
  • Managing Portfolios with Bonds - Online
  • Managing Portfolios with Equities - Online
  • Understanding Mutual Funds - Online
    • The Institutional Investor
    Topics covered include:
    • The portfolio management process
    • Types of institutional investors
    Duration: 1 hour

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