Portfolio Management

Beginners | Intermediate | Advanced

Portfolio Management

Portfolio Management

Beginners | Expert

This course covers the portfolio analysis of a group of securities. The Mean Variance Portfolio Theory is introduced including its application in determining the properties of efficient and optimal portfolios. An overview of equity portfolio management is given including passive/active management approaches. The importance of capital market expectations is laid out as part of strategic asset allocation. Portfolio performance evaluation tools are evaluated. Different security market indices are finally covered including return estimates and how indices can be used in portfolio management.

 techniques, database concepts and apply their accounting skills using the QuickBooks cloud Accounting based software.

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