Portfolio Management

A guide to portfolio theory, risk management, and behavioral finance.

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Course Chapters

Master portfolio management through these comprehensive modules.

1

Risk and Return: Part I

Foundational concepts for building optimal portfolios, including utility theory and efficient frontiers.

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2

Risk and Return: Part II

The Capital Asset Pricing Model (CAPM), systematic vs. nonsystematic risk, and performance measurement.

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3

Portfolio Management Overview

Principles, processes, and players in the asset management industry.

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4

Portfolio Planning & Construction

Creating Investment Policy Statements (IPS), understanding constraints, and ESG integration.

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5

Behavioral Biases of Individuals

The psychology of investing, cognitive errors, emotional biases, and their market impact.

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6

Introduction to Risk Management

Risk governance, measurement (e.g., VaR), and modification techniques in portfolio management.

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