Portfolio Construction & Investment Management
F1 Portfolio Management Foundations
What managing a whole rather than a list actually means, and the active choice.
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A Model Portfolio Is Not a Separately Managed Account
F3 Risk, Return and Diversification
The theory. Mean-variance, the frontier, the utility function and the ratios.
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Risk Tolerance
Topic 02Risk Capacity: Preference and Limit
F4 Asset Allocation and Construction
The largest decision. Strategic, tactical and dynamic, and how a portfolio is built.
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Strategic
Topic 02Tactical Asset Allocation: The Difference
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Rebalancing
Topic 02Tactical Allocation: Same Trade, Not Same Act
F5 Security Selection and Implementation
Choosing within a class, and what it costs to actually get there.
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Factor Investing
Topic 02Fundamental Investing Compared
F7 Portfolio Vehicles and India Governance
How a portfolio is actually delivered. PMS, SMA, SIF, ETFs and index funds.
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Concentrated
Topic 02Diversified Portfolio: Naming the Base
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Portfolio Turnover
Topic 02Transaction Cost: Act and Price
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Mutual Fund
Topic 02PMS
Topic 03AIF
Topic 04SIF: Four Delivery Routes
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Mutual Fund
Topic 02ETF: How Each One Reaches Your Account
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Index Fund
Topic 02ETF: One Rule, Two Ways of Delivering It