Introduction to Portfolio and Risk Management

Learning Outcomes

By the end of this course, the students will be able to: Choose a portfolio strategy according to risk tolerance and economic conditions; Compare the performance of portfolio with a particular investment indicator; Calculate the level of return rate and risk; Combine assets in the portfolio; Explain the process of portfolio and risk management

Topics

1. The process of portfolio management
2. The relationship of assets and portfolio performance
3. Measurement of assets and portfolio performance
4. Determination of the intrinsic value of an asset
5. The selection of assets and economic cycles
6. Exchanges and investment parameters
7. Economic and investment factors
8. The theory of efficient markets
9. Indicators of economic and risk tolerance
10. Portfolio strategy
11. Asset selection and allocation
12. Evaluation and monitoring of portfolio performance
13. Portfolio benchmarking