Module #1 Introduction to Investment Strategies and Portfolio Management Overview of the course, importance of investment strategies, and portfolio management
Module #2 Types of Investments Overview of different types of investments:stocks, bonds, ETFs, mutual funds, and alternative investments
Module #3 Risk and Return Understanding risk and return, including calculations and portfolio implications
Module #4 Portfolio Theory Introduction to modern portfolio theory, including diversification and efficient frontier
Module #5 Asset Allocation Strategic and tactical asset allocation strategies, including benefits and limitations
Module #6 Diversification Strategies Types of diversification, including asset class, style, and geographic diversification
Module #7 Stock Selection Strategies Fundamental and technical analysis for stock selection, including value, growth, and momentum strategies
Module #8 Bond Investment Strategies Government, corporate, and high-yield bond strategies, including duration and credit risk
Module #9 Alternative Investment Strategies Overview of alternative investments, including real estate, commodities, and hedge funds
Module #10 Portfolio Optimization Techniques Mean-variance optimization, Black-Litterman model, and other optimization techniques
Module #11 Advanced Portfolio Management Topics Currency risk, tail risk, and other advanced topics in portfolio management
Module #12 Behavioral Finance and Investor Psychology Understanding cognitive biases and emotional influences on investment decisions
Module #13 Tax-Efficient Investing Strategies for minimizing tax liabilities in investment portfolios
Module #14 ESG and Sustainable Investing Overview of environmental, social, and governance (ESG) considerations in investment decisions
Module #15 Portfolio Performance Measurement and Evaluation Metrics and attribution analysis for evaluating portfolio performance
Module #16 Risk Management Techniques Hedging, stop-loss strategies, and other risk management techniques
Module #17 Active vs. Passive Management Debate and comparison of active and passive investment management approaches
Module #18 Case Studies in Portfolio Management Real-world examples and case studies of portfolio management strategies
Module #19 Investment Policy Statements Creating and implementing investment policy statements for individuals and institutions
Module #20 Portfolio Rebalancing and Tax-Loss Harvesting Strategies for rebalancing and harvesting tax losses in investment portfolios
Module #21 Advanced Topics in Investment Strategies Factor-based investing, smart beta, and other advanced topics
Module #22 Fintech and Investment Management Impact of fintech on investment management, including robo-advisors and digital platforms
Module #23 Regulatory Environment and Compliance Overview of regulatory environment and compliance issues in investment management
Module #24 Ethics and Professional Standards Ethical considerations and professional standards in investment management
Module #25 Client Communication and Relationship Management Effective communication and relationship management with clients
Module #26 Business Development and Marketing Strategies for business development and marketing in investment management
Module #27 Practice Management and Operations Best practices for practice management and operations in investment management firms
Module #28 Industry Trends and Future Directions Current trends and future directions in investment strategies and portfolio management
Module #29 Capstone Project:Developing an Investment Strategy Applied project where students develop and present an investment strategy
Module #30 Course Wrap-Up & Conclusion Planning next steps in Investment Strategies and Portfolio Management career
