Student Reviews
( 5 Of 5 )
1 review
Video of Portfolio Management: An Overview (2025 Level I CFA Exam – PM – Module 1) in CFA Certificate course by AnalystPrep channel, video No. 24 free certified online
Master the CFA Level I “Portfolio Management: An Overview.” In this lesson you will learn the portfolio approach to investing, how diversification reduces total risk, the steps in the portfolio management process, key investor types and their needs, and an overview of the asset management industry, mutual funds, ETFs, hedge funds, and pooled products.
Use this as your foundation before Risk and Return Part I and II.
Study with AnalystPrep:
Level I: https://analystprep.com/shop/cfa-level-1-learn-practice-package/
Level II: https://analystprep.com/shop/learn-practice-package-for-level-ii-of-the-cfa-exam-by-analystprep/
Levels I, II & III (Lifetime access): https://analystprep.com/shop/cfa-unlimited-package-for-level-1-2-3/
Prep Packages for the FRM Program:
FRM Part I & Part II (Lifetime access): https://analystprep.com/shop/unlimited-package-for-frm-part-i-part-ii/
Topic 9 – Portfolio Management
Module 1 – Portfolio Management: An Overview
0:00 Introduction and Learning Outcome Statements
1:36 LOS: Describe the portfolio approach to investing.
19:57 LOS: Describe types of investors and distinctive characteristics and needs of each.
32:15 LOS: Describe defined contribution and defined benefit pension plans.
9:25 LOS: Describe the steps in the portfolio management process.
33:37 LOS: Describe aspects of the asset management industry.
40:56 LOS: Describe mutual funds and compare them with other pooled investment products.
#CFA #CFALevel1 #PortfolioManagement #InvestmentManagement #RiskAndReturn #Diversification #MutualFunds #ETFs #HedgeFunds #AnalystPrep