Portfolio Theory: Portfolio Monitoring - OnlineThis 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 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
|  | | | Level: Basic |  | | | CPE Credits:
 1 |  |
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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 client’s overall investment objectives have been met
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Portfolio theory: Portfolio Monitoring- Alternative strategies
- Rebalancing a portfolio
- Methods for evaluating portfolio returns
- Assessing client satisfaction with risk/return balance
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