Portfolio Theory: Portfolio Monitoring - OnlineThis module covers monitoring portfolio performance understanding the progress your portfolio is making towards achieving of the goals and objectives of your organization.
This course replicates the content from module 7 of Portfolio Management I - Online This is an asynchronous eLearning course that can be accessed 24/7 from any internet enabled computer.
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| Available Today | Online | USD$60 |  | | |
Instructional Method:
Self-Study
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| 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. |
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Students will be able to:- Identify actions that can be taken to rebalance a portfolio. Use different methods to evaluate portfolio returns
- Assess whether your clients overall investment objectives have been met
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| The Institutional Investor - OnlineThe Individual Investor - OnlineMoney Markets and Portfolio Management - OnlineManaging Portfolios with Bonds - OnlineManaging Portfolios with Equities - Online |
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Portfolio Theory: Portfolio MonitoringTopics covered include:- Alternative strategies
- Rebalancing a portfolio
- Methods for evaluating portfolio returns
- Assessing client satisfaction with risk/return balance
Duration: 1 hourPowered by NYIF |
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