Portfolio Management: Theory and Practice Part 2
This course is part of Portfolio Management.
This advanced portfolio management course explores both theoretical and practical aspects of investment management. Students learn about various investment vehicles, from mutual funds to private equity, while understanding Modern Portfolio Theory and risk-return measurements like Sharpe ratios. The course emphasizes practical application through real-world investment scenarios, covering retirement planning, client management, and diverse investment strategies across multiple asset classes.
Instructors:
English
English
Powered by
What you'll learn
Master modern portfolio theory and quantitative risk measurements
Analyze various investment vehicles including mutual funds and hedge funds
Develop strategies for retirement and estate planning
Understand private equity and ETF investment approaches
Manage client relationships and investment policy statements
Implement portfolio management strategies across different asset classes
Skills you'll gain
This course includes:
PreRecorded video
Graded assignments, Exams
Access on Mobile, Tablet, Desktop
Limited Access access
Shareable certificate
Closed caption
Get a Completion Certificate
Share your certificate with prospective employers and your professional network on LinkedIn.
Created by
Provided by
Top companies offer this course to their employees
Top companies provide this course to enhance their employees' skills, ensuring they excel in handling complex projects and drive organizational success.
There are 6 modules in this course
This comprehensive course explores advanced portfolio management concepts and practices. Students learn about various investment vehicles including mutual funds, hedge funds, private equity, and ETFs. The curriculum covers Modern Portfolio Theory, risk-return analysis, retirement planning, and client relationship management. Special emphasis is placed on practical application of investment strategies and understanding different asset classes.
Mutual Fund Overview
Module 1
Hedge Fund Overview
Module 2
Private Equity Overview
Module 3
Exchange Traded Funds
Module 4
Retirement and Estate Planning
Module 5
Managing the Client
Module 6
Instructor
10 Courses
NYIF Instructor Specializing in Hedge Funds and Alternative Investments
Chris Thomas is an instructor at the New York Institute of Finance (NYIF), where he specializes in educating students on how hedge funds operate and their role in investment portfolios. With over 15 years of experience in alternative investments on Wall Street, Chris has managed hedge fund of funds, marketed hedge funds, and developed various hedge fund products. He holds a BA in Political Science from New York University and a Master's in International Affairs with a focus on International Banking and Finance from Columbia University. His expertise enables him to effectively introduce investors and financial professionals to the complexities of the hedge fund industry.
Testimonials
Testimonials and success stories are a testament to the quality of this program and its impact on your career and learning journey. Be the first to help others make an informed decision by sharing your review of the course.
Frequently asked questions
Below are some of the most commonly asked questions about this course. We aim to provide clear and concise answers to help you better understand the course content, structure, and any other relevant information. If you have any additional questions or if your question is not listed here, please don't hesitate to reach out to our support team for further assistance.