Lesson 1: Portfolio Theory And The Optimal Asset Mix
- Introduction
- Portfolio Theory - Benefits of Diversification
- Portfolio Return
- Potential Asset Class Risk Reduction - Equities
- Potential Asset Class Risk Reduction - Bonds
- Diversification Scenarios
- Standard Deviation
- Beta
- The Efficient Frontier - the Investment Universe
- The Optimal Asset Mix for Individual Investors
- Investment Policy Statement and Questionnaire
Lesson 2: Asset Allocation - Passive And Active Investment Strategies
- Strategic Asset Allocation
- Tactical Asset Allocation
- Market Efficiency
- Asset Class Strategies and Styles
- Equity Strategies - Indexing
- Equity Strategies - Value Investing
- Equity Strategies - Growth Investing
- Equity Strategies - Sector Rotation
- Equity Strategies - Momentum Investing
- Fixed Income Strategies - Passive Laddered
- Fixed Income Strategies - Interest Rate Anticipation
- Fixed Income Strategies - Value Trading
- Fixed Income Strategies - Sector Trading
- Passive and Active Strategies - In conclusion
Lesson 3: Performance Measurement And Evaluation
- Introduction
- Performance Measurement
- Performance Evaluation
- Comparison to a Benchmark
- Comparison Universes
- Significance of Quartile Rankings
- Problems and Issues Related to Comparison Universes
- Scatterplot Diagrams
- Measurement Time Frame
- Benchmark Portfolios
- Performance Attribution Analysis
- Composite Performance Benchmarks
- Derivation of the Capital Asset Pricing Model (CAPM)
- Jensen's Alpha
- Treynor Ratio
- Jensen and Treynor Measures Compared
- Sharpe Ratio
| QUIZ FORMAT | |
|---|---|
| Quiz Format | Online |
| Question Format | Multiple Choice |
| Questions Per Quiz | 20 |
| Passing Grade | 60%* |
| Attempts Allowed | Unlimited* |
| ENROLMENT PERIOD | |
|---|---|
| Enrolment Period | 6 months |
* IMPORTANT: There is no maximum to the number of quiz attempts permitted, but only the first passing grade (60% or over) will appear on official web transcript.
Continuing Education (CE) Credits
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