Fundamentals Of Portfolio Investing
About This Course
This course is for learners seeking an understanding of essential portfolio management concepts in a non-technical and accessible context. Understand the core theories and techniques employed by leading investors, including the fundamentals of portfolio management, risk-reward optimisation that are the cornerstones of successful investment portfolios. Learn how AI and machine learning are transforming the investment product landscape, and what you can do to adapt. And uncover the truth behind why the overwhelming majority of online investment gurus typically over-promise and under-deliver.
What You'll Learn
- Multi-asset approaches
- Portfolio levers, e.g. asset selection, sizing, timing, duration
- Blending active and passive portfolio management
- Digitalization of the investment landscape, and to adapt your own portfolio strategies
- Managing portfolio risk
- Avoiding common pitfalls
Entry Requirements
- Participants are strongly encouraged to have a laptop or tablet on hand, to facilitate the sharing of notes, course materials and online assignments
- No specific academic requirements, although a basic understanding of simple economics (e.g. supply and demand) is helpful