Portfolio Analysis

In this section

  • 15. Introduction To Portfolio Approach
    An in-depth introduction to the portfolio analysis approach and its methodology in the context of Canadian Securities Course (CSC) certification.
    • 15.1 Introduction
      An introductory chapter on the portfolio approach, where key techniques to analyze and measure portfolio risk and return are explored, along with management styles in equity and fixed-income portfolios.
    • 15.2 Risk And Return
      Learn about the types and measures of risk, their roles in asset selection, and different investment strategies in this detailed guide on Risk and Return. Enhance your knowledge in portfolio management and gain insights into the styles of equity and fixed-income managers.
      • 15.2.1 Rate Of Return
        Learn the in-depth analysis of the rate of return and its importance in the context of Canadian Securities Course. Understand various related concepts such as capital loss, real rate of return, cash flow, and risk-free rate of return.
      • 15.2.2 Types Of Risks
        Learn about the various types of risks involved in investing, including inflation rate risk, business risk, political risk, liquidity risk, interest rate risk, and foreign investment risk. Understanding these risks can help investors make more informed decisions.
    • 15.3 Relationship Between Risk And Return In Portfolio
      Detailed explanation of the relationship between risk and return in a portfolio, including calculation and interpretation of expected returns and the benefits and challenges of portfolio diversification.
    • 15.4 Portfolio Manager Styles
      Discover different portfolio management styles utilized by equity and fixed-income managers, comparing and contrasting active and passive strategies.
      • 15.4.1 Active Investment Management
        Discover the methods and strategies involved in Active Investment Management, focusing on effectively outperforming benchmark portfolios using bottom-up and top-down analysis.
      • 15.4.2 Passive Management
        In-depth understanding of passive management, detailing indexing and buy-and-hold strategies for Canadian Securities Course certification prep.
      • 15.4.3 Equity Manager Styles
        Learn about different equity manager styles used in investment management: growth, value, and sector rotation. Discover each style’s approach, risks, and suitable investor profiles.
      • 15.4.4 Fixed-income Manager Styles
        Explore the various styles of fixed-income managers and how their strategies differ based on term-to-maturity, credit quality, and interest rate anticipation. Learn about the terms, frequently asked questions, and key concepts in fixed-income management.
    • 15.5 Summary
      A comprehensive summary of Chapter 15, addressing key concepts such as risk, asset allocation, correlation, portfolio management strategies, and frequently asked questions.
  • 16. Portfolio Management Process
    Introduction to the Portfolio Management Process in Investment Management
    • 16.1 Introduction
      Learn the essentials of portfolio management, including flexibility, asset allocation, and key theories and practices that impact investment decisions.
    • 16.2 Portfolio Management Process
      Explore the detailed processes in portfolio management, including defining investment objectives, designing investment policies, asset mix development, security selection, and periodic re-evaluations.
    • 16.3 Step 1: Determine Investment Objectives And Constraints
      Learn about Step 1 in the portfolio management process: determining investment objectives and constraints. Understanding these factors is critical for effective asset allocation tailored to a client's specific needs.
    • 16.4 Step 2: Design Investment Policy Statement
      Learn how to design an Investment Policy Statement (IPS) effectively to enhance portfolio management and realize investment objectives.
    • 16.5 Step 3: Develop Asset Mix
      A comprehensive guide to developing an asset mix, understanding asset classes, and balancing the portfolio according to the client's investment objectives and constraints.
      • 16.5.1 Asset Mix
        Understand the importance and intricacies of asset mix within an investment portfolio, including classifications such as cash, fixed-income securities, and equity securities as well as strategic and dynamic asset allocation approaches.
Thursday, July 4, 2024