About This Chapter
Portfolio Performance Analysis - Chapter Summary
Check out this collection of simple finance lessons to review portfolio performance analysis. As you work through the lessons, you'll define important portfolio terminology and evaluate techniques that are used to monitor the performance of a portfolio. Our expert instructors will also show you how to present portfolio performance results. By the end of the chapter, you should be equipped to:
- Define portfolio weight, variance and return
- Use effective portfolio performance monitoring techniques
- Understand why it's important to monitor the performance of a portfolio
- Evaluate the performance of a portfolio and present its results
Take the accompanying self-assessment quizzes to commit these portfolio analysis terms and concepts to memory. You can access the chapter at any time using your desktop, laptop or smartphone. Our instructors are available to answer your questions, and you can revisit the lessons and quizzes as many times as needed.
1. Portfolio Weight, Return & Variance: Definition & Examples
A portfolio can be designed in several different ways. It is important to understand the basics of a portfolio before building and managing one. In this lesson, we will go over the weight, return, and variance of a portfolio.
2. Monitoring Portfolio Performance: Techniques & Importance
Monitoring portfolio performance will make your job as a portfolio manager easier. Learn more about how to create a dashboard and get the data you need, as well as the most useful auditing techniques.
3. How to Evaluate Portfolio Performance
Just because investment returns appear higher doesn't mean the investment performed better! In this lesson, you'll learn the importance of portfolio performance measurement and the various methods to evaluate the performance of a portfolio.
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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 Management Strategies