Portfolio Management and Risk Assessment
( 25 Modules )

Module #1
Introduction to Portfolio Management
Overview of portfolio management, its importance, and goals

Module #2
Portfolio Management Process
Understanding the portfolio management process, including planning, execution, and monitoring

Module #3
Portfolio Management Frameworks
Exploring different portfolio management frameworks, such as MOFP, Prince2, and Agile

Module #4
Risk Management Fundamentals
Introduction to risk management, risk types, and risk assessment

Module #5
Risk Identification and Analysis
Techniques for identifying and analyzing risks, including SWOT analysis and risk matrices

Module #6
Risk Assessment and Evaluation
Quantitative and qualitative risk assessment methods, including probability and impact analysis

Module #7
Risk Prioritization and Treatment
Prioritizing risks and developing risk treatment strategies, including mitigation, transfer, and acceptance

Module #8
Portfolio Risk Management
Applying risk management to portfolios, including portfolio risk assessment and optimization

Module #9
Portfolio Optimization Techniques
Introduction to portfolio optimization techniques, including mean-variance optimization and Black-Litterman model

Module #10
Portfolio Performance Measurement
Measuring portfolio performance, including returns, risk, and attribution analysis

Module #11
Portfolio Construction and Diversification
Building and diversifying a portfolio, including asset allocation and security selection

Module #12
Active and Passive Portfolio Management
Comparison of active and passive portfolio management approaches

Module #13
ERISA and Fiduciary Responsibilities
Understanding ERISA and fiduciary responsibilities in portfolio management

Module #14
Portfolio Rebalancing and Tax Efficiency
Rebalancing and tax-efficient portfolio management strategies

Module #15
Sustainable and ESG Investing
Introduction to sustainable and ESG (Environmental, Social, and Governance) investing

Module #16
Risk Modeling and Simulation
Using risk models and simulation techniques to estimate portfolio risk and returns

Module #17
Portfolio Stress Testing and Scenario Analysis
Conducting portfolio stress tests and scenario analysis to assess potential risks

Module #18
Portfolio Management Tools and Technology
Overview of portfolio management software and tools, including data analytics and visualization

Module #19
Portfolio Governance and Compliance
Portfolio governance and compliance best practices, including regulatory requirements

Module #20
Case Study:Portfolio Management in Practice
Real-world examples and case studies of portfolio management in action

Module #21
Advanced Portfolio Optimization Techniques
Advanced portfolio optimization techniques, including Risk Parity and Maximum Diversification Portfolios

Module #22
Financial Markets and Instruments
Overview of financial markets and instruments, including equities, fixed income, and derivatives

Module #23
Behavioral Finance and Portfolio Management
Understanding behavioral finance and its implications for portfolio management

Module #24
Portfolio Management in Emerging Markets
Challenges and opportunities of portfolio management in emerging markets

Module #25
Course Wrap-Up & Conclusion
Planning next steps in Portfolio Management and Risk Assessment career

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Portfolio Management and Risk Assessment ( 25 Modules )

Portfolio Management and Risk Assessment
( 25 Modules )