Copyright

Ch 15: Portfolio Management Strategies

About This Chapter

Fun lessons in this chapter can strengthen your comprehension of portfolio management strategies. Mini quizzes and a practice exam can test your knowledge and assess your ability to succeed on a future test.

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.

10 Lessons in Chapter 15: Portfolio Management Strategies
Test your knowledge with a 30-question chapter practice test
Goals of Portfolio Management

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.

Managing Individual or Family Investor Portfolios

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.

Investment Styles in Portfolio Performance Management

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.

Change Management Techniques for Portfolio Management

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.

Using Change Analysis to Refine Portfolio Roadmaps

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.

Risk-Return Analysis: Definition & Methods

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.

How to Reduce Investment Risks

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.

Portfolio Risk Management & Risk Management Plan

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.

Taxes on Investments: Types, Rates & Examples

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.

Trading Strategies Overview

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.

Chapter Practice Exam
Test your knowledge of this chapter with a 30 question practice chapter exam.
Not Taken
Practice Final Exam
Test your knowledge of the entire course with a 50 question practice final exam.
Not Taken

Earning College Credit

Did you know… We have over 200 college courses that prepare you to earn credit by exam that is accepted by over 1,500 colleges and universities. You can test out of the first two years of college and save thousands off your degree. Anyone can earn credit-by-exam regardless of age or education level.

To learn more, visit our Earning Credit Page

Transferring credit to the school of your choice

Not sure what college you want to attend yet? Study.com has thousands of articles about every imaginable degree, area of study and career path that can help you find the school that's right for you.

Support