Portfolio Construction & Investment Management

Portfolio Management Foundations
  • Portfolio Management
  • Active and Passive Management
  • Portfolio Management Service
Start Learningfor FreeMandate and Investment Policy
  • The Investment Policy Statement and What It Governs
  • Writing an Investment Policy Statement, Step by Step
  • How to Write a Rebalancing Policy That Can Be Checked
Start Learningfor FreeRisk, Return and Diversification
  • Sharpe, Sortino, Treynor and Information Ratio Compared
  • Portfolio Return and Risk
  • Risk Adjusted Return Ratios
Start Learningfor FreeAsset Allocation and Construction
  • Strategic Asset Allocation
  • Equal, Market Cap and Fundamental Weighting Compared
  • Asset Classes and How the Allocation Decision Uses Them
Start Learningfor FreeSecurity Selection and Implementation
  • Security Selection
  • Trading Costs
  • Hedging a Portfolio
Start Learningfor FreeRisk Monitoring and Performance Evaluation
  • Performance Attribution
  • Strategic, Custom and Peer Benchmarks
  • Maximum Drawdown
Start Learningfor FreePortfolio Vehicles and India Governance
  • The Model Portfolio
  • Portfolio Risk and Attribution
  • Concentrated vs Diversified Portfolio
Start Learningfor FreeProfessional Practice and Overlays
  • Stewardship
  • The Derivatives Overlay
  • ESG Integration
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