Tutorial lessons
MODULE 10 — Portfolio Construction (renamed from Portfolio Management)
Browse the lessons available in this tutorial category.
Lessons
Tutorial lessons
PM 1 Portfolio Risk and Return: Part I
Learn Portfolio Risk and Return Part I, including expected return, portfolio risk, diversification, correlation, efficient frontier, capital allocation line, utility theory, risk aversion, and optimal
PM 2 Portfolio Risk and Return: Part II
Learn Portfolio Risk and Return Part II, including the Capital Asset Pricing Model (CAPM), beta, Capital Market Line (CML), Security Market Line (SML), systematic risk, portfolio construction, perform
PM 3 Portfolio Management: An Overview
Learn the fundamentals of portfolio management, including diversification, the portfolio management process, investment policy statements (IPS), asset allocation, investor types, asset management, mut
PM 4 Basics of Portfolio Planning and Construction
Learn the basics of portfolio planning and construction, including the Investment Policy Statement (IPS), strategic asset allocation, risk and return objectives, investment constraints, ESG investing,
PM 5 The Behavioral Biases of Individuals
Learn how cognitive errors and emotional biases influence investor decisions, portfolio choices, market momentum, value investing, bubbles, and crashes in behavioral finance.
PM 6 Introduction to Risk Management
Learn the fundamentals of risk management, including risk governance, risk tolerance, risk budgeting, financial and non-financial risks, VaR, hedging, insurance, and risk mitigation methods.