♫musicjinni

Portfolio Management: An Overview (2024 Level I CFA® Exam – PM – Module 1)

video thumbnail
Prep Packages for the CFA® Program offered by AnalystPrep (study notes, video lessons, question bank, mock exams, and much more):
Level I: https://analystprep.com/shop/cfa-level-1-learn-practice-package/

Level II: https://analystprep.com/shop/learn-practice-package-for-level-ii-of-the-cfa-exam-by-analystprep/

Levels I, II & III (Lifetime access): https://analystprep.com/shop/cfa-unlimited-package-for-level-1-2-3/

Prep Packages for the FRM® Program:

FRM Part I & Part II (Lifetime access): https://analystprep.com/shop/unlimited-package-for-frm-part-i-part-ii/

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.

Portfolio Management: An Overview (2024 Level I CFA® Exam – PM – Module 1)

Organization Forms, Corporate Issuer Features, and Ownership (2024 CFA® Level I Exam – CI – LM1)

Disclaimer DMCA