Money Markets and Portfolio Management - 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 3 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:
  • Compare and contrast different types of money market funds, and discuss the specific advantages and disadvantages of each
  • Calculate the bank discount basis and bond equivalent yields on a Treasury Bill
  • Select the best investment vehicle to meet a hypothetical client's needs
Money Markets and Portfolio Management
  • Different types of money market funds
  • Advantages and disadvantages of different types of money market funds
  • Government treasury bills including bank discount basis and bond equivalent yields
  • Selecting investment vehicles based on the needs of a hypothetical client