Prep Packages for the CFA® Program offered by AnalystPrep (study notes, video lessons, question bank, mock exams, and much more):
Level I: [ Ссылка ]

Level II: [ Ссылка ]

Levels I, II & III (Lifetime access): [ Ссылка ]

Prep Packages for the FRM® Program:

FRM Part I & Part II (Lifetime access): [ Ссылка ]

Topic 9 – Portfolio Management
Module 1 – Portfolio Management: An Overview
0:00 Introduction and Learning Outcome Statements
1:36 LOS: Describe the portfolio approach to investing.
19:57 LOS: Describe types of investors and distinctive characteristics and needs of each.
32:15 LOS: Describe defined contribution and defined benefit pension plans.
9:25 LOS: Describe the steps in the portfolio management process.
33:37 LOS: Describe aspects of the asset management industry.
40:56 LOS: Describe mutual funds and compare them with other pooled investment products.

свернуть