About This Chapter
Portfolio Management Strategies - Chapter Summary
Ensure you fully understand a variety of portfolio management strategies using this chapter's entertaining lessons. Our instructors provide in-depth analyses of risk-return analysis, taxes on investments, investment styles in portfolio performance management, trading strategies and more. Completing this chapter can improve your ability to:
- List and describe the goals of portfolio management
- Explain how individual, family or institutional investor portfolios are managed
- Detail the process of selecting an investment manager
- Describe ways to analyze capital market expectations
- Discuss techniques used to manage portfolio changes
- Share ways to refine portfolio roadmaps using change analysis
- Explain how to reduce investment risks and execute portfolio decisions
- Provide details about portfolio risk management, risk management plans and tax efficiency in portfolio management
Customize your review of this chapter based on your current and desired knowledge of these portfolio management strategies. Select any number of lessons to view, and navigate them in your sequence of choice. When ready, check your understanding by taking multiple-choice quizzes and a chapter exam. Any questions you develop while studying this chapter can be submitted to our experts via the Dashboard.
1. Goals of Portfolio Management
In this lesson, you will understand how the portfolio management is an ongoing process and starts with various goals in mind. You will also explore the importance of these goals.
2. Managing Individual or Family Investor Portfolios
To set up a truly sustainable investment portfolio, the financial advisor needs to know the individual or family's preferences for a host of factors. In this lesson, we explain those factors and give accompanying investment strategies.
3. Investment Styles in Portfolio Performance Management
In this lesson, we'll define investment and discuss risk tolerances. Then, you'll learn about different types of investment strategies: value and growth, small versus large capitalization and short and long based.
4. Change Management Techniques for Portfolio Management
In this lesson, you will learn about the core change management techniques that businesses use to manage and communicate portfolio changes suggested by top managers or end users.
5. Using Change Analysis to Refine Portfolio Roadmaps
When an organization is not performing as expected, change analysis helps move it to a more desired state. In this lesson, we learn about the life cycle of change as an organization implements changes to organizational resources.
6. Risk-Return Analysis: Definition & Methods
To get a higher return in the investment world you have to take more risk. Two tools that help the investor balance the two are the capital allocation line and the efficient frontier. Let's see how these tools work with examples and illustrations.
7. How to Reduce Investment Risks
Stock market investments come with both the hope of profitable returns and the risk of significant losses. In this lesson, we'll discuss how you can manage your risk and optimize your exposure to stock market volatility.
8. Portfolio Risk Management & Risk Management Plan
In this lesson, learn more about portfolio risk management and what defines a portfolio risk. Understand how to maintain a portfolio level risk register and a portfolio management reserve while monitoring governance risk guidelines.
9. Taxes on Investments: Types, Rates & Examples
In this lesson, you will learn about the different types and rates of taxes on a number of investments including stocks, mutual funds, pensions, and 401Ks.
10. Trading Strategies Overview
In the financial markets, the average stock is held for 22 seconds - a far cry from the investment strategy of 'buy and hold.' This is due to computerized trading and short-term trading, some strategies of which we'll discuss in this lesson.
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Other chapters within the Chartered Financial Analyst (CFA): Exam Prep & Study Guide course
- About the CFA Exam
- Ethical & Professional Standards in Finance
- Quantitative Methods in Finance
- Overview of Economics in the Financial Market
- Domestic Economic Concepts
- International Trade & Currency Exchange
- Overview of Financial Reporting & Analysis
- Types of Financial Reporting & Analysis
- Understanding Corporate Finance
- Equity Investments
- Fixed-Income Securities
- Derivatives in Finance
- Alternative Investments
- Overview of Portfolios
- Portfolio Performance Analysis