Portfolio Management II

New York Institute of Finance

ITEM ASMA0242

Self Paced Course

Available Now
Online

$519.00

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Online (Self-paced)

update

8 Hours

language

English

school

Professional

Virtual Series Course

Available Now
Virtual (Part-Time)

$519.00

video_library

Online (Self-paced)

update

8 Hours

language

English

school

Professional


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17

Portfolio Management II

Building on Portfolio Management I, this course explains in greater detail how to value fixed income and equity securities, and explains the roles of global investing, emerging markets, alternative investments, indexation, and style investing. It illustrates specific ways to analyze portfolios, including the Sharpe Ratio and performance attribution analysis.

This curriculum is made up of the following modules:

 
 
Program Details (NASBA) View
Program Level Intermediate
Prerequisites This course has no prerequisites.
Advance Preparation No advance preparation required.
Recent Revision Date November 12, 2014
Instructional Delivery Method QAS Self Study
Field of Study Management Advisory Services

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Duration : 1 hour

  • Discounted cash flow
  • Valuing fixed income instruments
  • Theories behind the yield curve

Duration : 1 hour

  • Factors affecting bond volatility
  • Duration, modified duration and convexity

Duration : 1 hour

  • Dividend discount models
  • Free cash flow approach
  • Capital asset pricing model

Duration : 1 hour

  • Modern portfolio theory
  • Asset pricing theory
  • Arbitrage pricing theory

Duration : 1 hour

  • Advantages of global investing
  • Emerging markets
  • Types of alternative investments
  • Assessing investor suitability for alternative investments

Duration : 1 hour

  • Birth of indexing
  • Advantages and disadvantages of indexing
  • Indexing techniques

Duration : 1 hour

  • What is style investing?
  • Style categories

Duration : 1 hour

  • Risk-adjusted measures
  • Performance attribution analysis
  • International performance standards