Introduction to Portfolio Management Course Overview
This Introduction to Portfolio Management course aims to guide you through understanding what portfolio management is as a process and what portfolio managers do in-role. By introducing concepts linearly and logically, this course will first help you establish your knowledge of the portfolio management process by focusing on the firm-side, answering questions like – what are traditional versus non-traditional portfolio managers, what are their strategies, and what are their investment approaches. This knowledge will enable you to understand how portfolio managers differ from three key perspectives: stakeholders, risk tolerance, and investment goals. We then understand what portfolio managers in-role do by examining how portfolios are constructed, discussing how client mandates are formed, and last by not least, by demonstrating how a portfolio manager’s performance is measured.
After completing this course, you will have a better understanding of what one of the most sought-after roles on the buy-side entails and be in a much more well-informed position to gauge whether or not a career in Portfolio Management might be for you.
- What is Portfolio Management
- Portfolio Manager Profiles
- Traditional versus Non-Traditional Portfolio Management
- Portfolio Construction
- Understanding Client Risk Profiles
- How Fund Performance is Measured
Introduction to Portfolio Management Learning Objectives
After completing this course, you will be able to:
- Describe what Portfolio Management is as an activity, and be able to articulate what a Portfolio Manager does and how this role differs from other popular Capital Markets roles (ex., Equity Research, Sales & Trading)
- Characterize Traditional versus Non-Traditional asset managers in terms of their stakeholders, risk tolerance, and investment goals
- Explain the Portfolio Construction process and how each of the parties - stakeholders (investors), board of directors, and portfolio managers – are involved.
- Articulate how Client Risk Profiles impact Portfolio Construction.
- Illustrate how fund performance is analyzed and measured by explaining the core concepts of Performance Attribution and performance versus Benchmark at the Portfolio Manager level.
Introduction to Portfolio Management Is a Core Course of CFI’s CMSA® Program
CFI’s Capital Markets & Securities Analyst (CMSA)® program covers all the basic, intermediate, and advanced topics about sales and trading, investment banking, and asset management. This program teaches you trading strategies used in the finance and capital markets industry. It is ideal for students who want to learn how to trade different asset classes. The program is completely online so that you can take it at your own pace, from anywhere in the world.
Common career paths for students who take the CMSA® are Sales & Trading, Asset Management, Wealth Management, Treasury, Risk Management, and other capital markets careers.
Who Should Take This CMSA® Course?
This Introduction to Portfolio Management course is perfect for anyone and everyone interested in pursuing a career as a Portfolio Manager. Whether you are about to undergo your first job search as a new graduate of an academic institution, or you are ready to transition career paths after gaining professional work experience in a related or unrelated field, this course will help you establish a strong understanding of what Portfolio Management, what Portfolio Managers do, and whether this career path could be a great fit for you.
- Skills Learned Trading strategies used in the finance and capital markets
- Career Prep Work in capital markets, whether on the buy-side or the sell-side
5 courses from beginner to intermediate level.01Optional
8 courses from beginner to intermediate level.02Required
16 courses in advanced and intermediate levels.03Required
Submit your CMSA® checklist and order your certificate.04Required
Join Our Community
Get access to the Global Corporate Finance Society.05Optional
How the Certification Works
Capital Markets & Securities Analyst (CMSA)® courses are offered 100% online, allowing you the flexibility to start the Capital Markets & Securities Analyst (CMSA)® program anytime and learn when it’s most convenient for you.
The program is a part of the All Access Subscription, which includes all programs and courses.
CFI courses are designed by instructors with over 21 years of financial analyst training experience.
This course is short and sweet. I highly recommend this to investment officials who are aspiring to be portfolio managers. This is a very good foundation course.