Module #1 Introduction to Investment Portfolio Analysis Overview of the importance of investment portfolio analysis, course objectives, and key concepts
Module #2 Portfolio Management Framework Understanding the investment management process, including setting investment objectives, risk tolerance, and performance measurement
Module #3 Types of Investment Portfolios Overview of different types of portfolios, including individual, institutional, and retirement portfolios
Module #4 Portfolio Construction Methodologies Introduction to different portfolio construction approaches, including Markowitz mean-variance optimization, Black-Litterman model, and factor-based investing
Module #5 Risk Analysis and Measurement Understanding different types of risk, including market risk, credit risk, and liquidity risk, and how to measure them
Module #6 Performance Measurement and Evaluation Introduction to performance measurement metrics, including return, risk-adjusted return, and attribution analysis
Module #7 Asset Allocation Understanding the importance of asset allocation, including strategic and tactical asset allocation
Module #8 Equity Portfolio Analysis Analyzing equity portfolios, including stock selection, sector rotation, and style analysis
Module #9 Fixed Income Portfolio Analysis Analyzing fixed income portfolios, including bond selection, duration management, and credit analysis
Module #10 Alternative Investment Portfolio Analysis Analyzing alternative investments, including real estate, commodities, and private equity
Module #11 Portfolio Optimization Techniques Introduction to optimization techniques, including mean-variance optimization, maximum diversification portfolios, and risk parity
Module #12 Portfolio Rebalancing and Trading Understanding the importance of portfolio rebalancing, including rebalancing strategies and trading costs
Module #13 Portfolio Risk Management Introduction to portfolio risk management, including risk monitoring, stress testing, and scenario analysis
Module #14 ESG and Sustainable Investing Understanding the importance of environmental, social, and governance (ESG) considerations in portfolio analysis
Module #15 Tax-Efficient Portfolio Management Understanding the impact of taxes on portfolio performance and how to manage tax liability
Module #16 Portfolio Stress Testing and Scenario Analysis Introduction to stress testing and scenario analysis, including how to design and implement these tools
Module #17 Case Study:Analyzing a Real-World Investment Portfolio Applying portfolio analysis concepts to a real-world investment portfolio
Module #18 Portfolio Analysis Software and Tools Overview of popular portfolio analysis software and tools, including Bloomberg, FactSet, and Morningstar
Module #19 Data Analysis for Portfolio Managers Introduction to data analysis techniques for portfolio managers, including data visualization and statistical analysis
Module #20 Machine Learning and AI in Portfolio Analysis Introduction to machine learning and AI techniques in portfolio analysis, including predictive modeling and natural language processing
Module #21 Regulatory and Compliance Issues in Portfolio Analysis Understanding regulatory and compliance issues in portfolio analysis, including SEC regulations and Dodd-Frank Act
Module #22 Communication and Reporting for Portfolio Managers Best practices for communication and reporting for portfolio managers, including how to create effective dashboards and reports
Module #23 Ethics and Professional Standards in Portfolio Analysis Understanding the importance of ethics and professional standards in portfolio analysis, including the CFA Institute Code of Ethics
Module #24 Advanced Topics in Portfolio Analysis Exploring advanced topics in portfolio analysis, including factor investing, smart beta, and portfolio construction for institutional investors
Module #25 Course Wrap-Up & Conclusion Planning next steps in Investment Portfolio Analysis career
