Portfolio Theory: Portfolio Monitoring - Online

This 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.

Available TodayOnlineUSD$60
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:
  • Identify actions that can be taken to rebalance a portfolio. Use different methods to evaluate portfolio returns
  • Assess whether your client’s overall investment objectives have been met
"I was pleased with the way the information was condensed and presented. Pleasantly surprised."
  • The Institutional Investor - Online
  • The Individual Investor - Online
  • Money Markets and Portfolio Management - Online
  • Managing Portfolios with Bonds - Online
  • Managing Portfolios with Equities - Online
    • Portfolio Theory: Portfolio Monitoring
    Topics covered include:
    • Alternative strategies
    • Rebalancing a portfolio
    • Methods for evaluating portfolio returns
    • Assessing client satisfaction with risk/return balance
    Duration: 1 hour

                                Powered by NYIF