Course Level 3: Advanced
Estimated Study Time: 9-10 hours
This course looks at how to take investor objectives and constraints and turn them into a portfolio which aims at achieving an expected return and level of risk appropriate for the investor. In this course portfolio optimization techniques such as portfolio theory can be used to determine how much of an investor’s portfolio to put in each asset class. Portfolio theory can also be used to determine so-called model portfolios which offer optimized benchmarks for investors with the same objectives and constraints.
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