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Video of Portfolio Management: An Overview (2024/2025 Level I CFA Exam – PM – Module 1) in CFA Certificate course by AnalystPrep channel, video No. 24 free certified online
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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.