How is beta calculated in portfolio management?

Beta measures a stock’s sensitivity to market movements. It is calculated using regression analysis of asset returns against market returns.

What is the Sharpe ratio and why is it important?

The Sharpe ratio measures risk-adjusted returns by comparing excess return to volatility. It helps evaluate portfolio performance.

What is the efficient frontier in portfolio management?

The efficient frontier represents optimal portfolios that offer the highest return for a given level of risk.

Can this course help in asset management careers?

Yes, it builds skills required in asset management roles, including portfolio construction, risk analysis, and performance evaluation.

What are portfolio management services (PMS)?

Portfolio management services involve professional management of investments, often tailored to individual or institutional investors.

Does the course cover real estate portfolio management?

Yes, it introduces diversification and asset allocation concepts applicable to real estate portfolios.

What is the role of diversification in portfolio management?

Diversification reduces risk by spreading investments across different asset classes and securities.

What is an investment policy statement (IPS)?

An IPS outlines an investor’s objectives, constraints, and strategy for managing a portfolio.

What career opportunities are available after this course?

You can pursue roles such as portfolio manager, financial analyst, investment advisor, or asset manager.

How does behavioral finance impact portfolio decisions?

Behavioral finance studies how biases affect investment decisions, often leading to irrational portfolio choices.

Is this course suitable for beginners?

Yes, it starts with foundational concepts and gradually moves to advanced portfolio management techniques.

What tools are used in portfolio management?

Common tools include Excel, financial models, risk analysis frameworks, and performance evaluation metrics.

What will I get if I subscribe to this Specialization?

When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.

Is financial aid available?

Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.

Prepare for CFA Level 1: Portfolio Management and Strategy

kurs ist nicht verfügbar in Deutsch (Deutschland)

Wir übersetzen es in weitere Sprachen.

Prepare for CFA Level 1: Portfolio Management and Strategy

Dieser Kurs ist Teil von Spezialisierung „Prepare for CFA Level 1 Exam: Master Core Finance Concepts “

Dozent: Board Infinity

Bei enthalten

Mehr erfahren

6 Module

Verschaffen Sie sich einen Einblick in ein Thema und lernen Sie die Grundlagen.

Stufe Anfänger

Empfohlene Erfahrung

3 Wochen zu vervollständigen

unter 10 Stunden pro Woche

Flexibler Zeitplan

In Ihrem eigenen Lerntempo lernen

6 Module

Verschaffen Sie sich einen Einblick in ein Thema und lernen Sie die Grundlagen.

Stufe Anfänger

Empfohlene Erfahrung

3 Wochen zu vervollständigen

unter 10 Stunden pro Woche

Flexibler Zeitplan

In Ihrem eigenen Lerntempo lernen

Was Sie lernen werden

Build diversified investment portfolios using modern theory
Apply CAPM, beta, and efficient frontier in analysis
Evaluate portfolio performance using key financial ratios
Develop risk management and asset allocation strategies

Kompetenzen, die Sie erwerben

Kategorie: Investments
Kategorie: Behavioral Economics
Kategorie: Financial Market
Kategorie: Performance Analysis
Kategorie: Capital Markets
Kategorie: Investment Management
Kategorie: Risk Management
Kategorie: Risk Mitigation
Kategorie: Asset Management
Kategorie: Risk Management Framework
Kategorie: Governance Risk Management and Compliance
Kategorie: Portfolio Risk
Kategorie: Portfolio Management
Kategorie: Risk Analysis
Kategorie: Performance Measurement
Kategorie: Decision Making

Wichtige Details

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April 2026

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In diesem Kurs gibt es 6 Module

Build practical skills in portfolio management by learning how to construct, analyze, and optimize investment portfolios using frameworks from a portfolio management course.This course helps you apply investment analysis and portfolio management concepts to real-world financial portfolios.

You will begin with portfolio risk and return, analyzing historical returns, risk measures, and diversification principles. Next, you will study modern portfolio theory, including efficient frontier, capital allocation line, and optimal portfolio selection. You will also learn capital market theory, CAPM, beta calculation, and the security market line to evaluate expected returns. The course then focuses on portfolio performance evaluation using metrics such as Sharpe ratio, Treynor ratio, and Jensen’s alpha. You will understand how asset management firms and portfolio management services operate, including active vs passive strategies. In later modules, you will build investment policy statements, define asset allocation strategies, and apply behavioral finance concepts. The course concludes with risk management frameworks, including risk identification, measurement, and mitigation techniques. By the end, you will: • Analyze portfolio risk, return, and diversification strategies • Apply CAPM, beta calculation, and efficient frontier concepts • Evaluate portfolio performance using Sharpe ratio and metrics • Construct investment portfolios using asset allocation frameworks This course is ideal for finance students, aspiring analysts, investment professionals, and anyone interested in portfolio Management Start building your expertise and make smarter investment decisions in evolving markets. Disclaimer: This course is an independent educational resource developed by Board Infinity and is not affiliated with, endorsed by, sponsored by, or officially associated with CFA Institute or any of its subsidiaries or affiliates. This course is not an official preparation material of CFA Institute. All trademarks, service marks, and company names mentioned are the property of their respective owners and are used for identification purposes only.

This module introduces the fundamental relationship between risk and return in investment portfolios. Learners explore historical return analysis, distribution characteristics of asset returns, and investor risk preferences. The module also examines diversification benefits, portfolio construction with multiple assets, and the development of efficient portfolios using the Markowitz framework.

Das ist alles enthalten

21 Videos7 Aufgaben1 Plug-in

21 VideosInsgesamt 150 Minuten

Introduction3 Minuten
Real and Nominal returns of US asset classes6 Minuten
Risk of Major Asset Classes7 Minuten
Risk–Return Trade-off6 Minuten
Distributional Characteristics11 Minuten
Market Characteristics7 Minuten
The Concept of Risk Aversion8 Minuten
Utility Theory8 Minuten
Indifference Curves7 Minuten
Covariance and Correlation5 Minuten
Correlation and Risk Diversification6 Minuten
Portfolio of Two Risky Assets11 Minuten
Portfolio of Many Risky Assets6 Minuten
Historical Risk and Correlation5 Minuten
Investment Opportunity Set9 Minuten
Minimum-Variance Portfolios8 Minuten
Minimum-Variance Frontier5 Minuten
Markowitz efficient frontier4 Minuten
Capital Allocation Line15 Minuten
Capital Allocation Line- example6 Minuten
Investor Preferences and Optimal Portfolios8 Minuten

7 AufgabenInsgesamt 240 Minuten

Historical return and risk30 Minuten
Practice Quiz : — Other Investment Characteristics30 Minuten
Practice Quiz : — Utility Theory and Indifference Curves30 Minuten
Practice Quiz : — Portfolio Risk & Portfolio 30 Minuten
Practice Quiz : — Efficient Frontier- Investment Opportunity Set & Minimum Variance30 Minuten
Practice Quiz : — Efficient Frontier- Optimal Investor Portfolio30 Minuten
Graded Quiz: Portfolio Risk and Return - 160 Minuten

1 Plug-inInsgesamt 5 Minuten

Quick Course Check-In5 Minuten

This module explores the theoretical foundations linking risk and expected return in financial markets. Learners examine the Capital Market Line, return-generating models, and the Capital Asset Pricing Model (CAPM). The module also introduces performance evaluation techniques used to measure portfolio manager effectiveness.

Das ist alles enthalten

22 Videos5 Aufgaben

22 VideosInsgesamt 132 Minuten

Portfolio of Risk-Free and Risky Assets6 Minuten
Passive and Active Portfolios7 Minuten
The Capital Market Line (CML)8 Minuten
The Capital Market Line (CML)- example9 Minuten
Leveraged Portfolios with Different Lending and Borrowing Rates6 Minuten
Systematic and Nonsystematic Risk3 Minuten
Return Generating Models6 Minuten
Decomposition of Total Risk for a Single-Index Model3 Minuten
Calculation and Interpretation of Beta6 Minuten
Estimation of Beta5 Minuten
Assumptions of the CAPM7 Minuten
The Security Market Line6 Minuten
Application of the CAPM to Capital Budgeting4 Minuten
Limitations of the CAPM5 Minuten
Extensions to the CAPM7 Minuten
Performance evaluation6 Minuten
The Sharpe Ratio5 Minuten
The Treynor Ratio6 Minuten
M2- Risk-Adjusted Performance6 Minuten
Jensen’s Alpha5 Minuten
Performance evaluation and ranking7 Minuten
Optimal Investor Portfolio6 Minuten

5 AufgabenInsgesamt 180 Minuten

Practice Quiz : — Capital Market Theory- The Capital Market Line30 Minuten
Practice Quiz : — Return Generating Models30 Minuten
Practice Quiz : — Capital Asset Pricing Model30 Minuten
Practice Quiz : — Portfolio Performance Appraisal Measures30 Minuten
Graded Quiz : — Portfolio Risk and Return - 260 Minuten

This module introduces the portfolio management process and the institutional environment in which investment decisions are made. Learners examine diversification strategies, modern portfolio theory applications, and the roles of individual and institutional investors. The module also explores active versus passive management approaches and developments within the asset management industry.

Das ist alles enthalten

12 Videos4 Aufgaben

12 VideosInsgesamt 103 Minuten

Historical Example of Portfolio Diversification5 Minuten
Portfolios- Reduce Risk10 Minuten
Downside protection- Historical context10 Minuten
Modern Portfolio Theory8 Minuten
Step One- The Planning Step10 Minuten
Step Two- The Execution Step7 Minuten
Step Three- The Feedback Step9 Minuten
Active versus Passive Management8 Minuten
Traditional versus Alternative Asset Managers8 Minuten
Pooled Interest - Mutual Funds9 Minuten
Pooled Interest - Type of Mutual Funds10 Minuten
New developments in Asset management industry12 Minuten

4 AufgabenInsgesamt 150 Minuten

Practice Quiz : — Portfolio Perspective- Diversification and Risk Reduction30 Minuten
Practice Quiz : — Steps in the Portfolio Management Process30 Minuten
Practice Quiz : — The Asset Management Industry30 Minuten
Graded Quiz : — Portfolio Management: An Overview60 Minuten

This module focuses on developing investment strategies through structured portfolio planning. Learners examine investment policy statements, investor objectives, and portfolio constraints. The module also explores capital market expectations, strategic asset allocation, and portfolio construction principles used by investment professionals.

Das ist alles enthalten

10 Videos4 Aufgaben

10 VideosInsgesamt 85 Minuten

Introduction6 Minuten
The Investment Policy Statement13 Minuten
Types of Risk Objectives12 Minuten
Types of Risk Objectives examples5 Minuten
Return Objectives10 Minuten
IPS Constraints8 Minuten
Client Information- examples8 Minuten
Capital Market Expectations6 Minuten
Strategic Asset Allocation6 Minuten
ESG Considerations in Portfolio Planning and Construction10 Minuten

4 AufgabenInsgesamt 150 Minuten

Practice Quiz : — The Investment Policy Statement30 Minuten
Practice Quiz : — IPS Risk and Return Objectives30 Minuten
Practice Quiz : — Strategic Asset Allocation30 Minuten
Graded Quiz : — Basics of Portfolio Planning and Construction60 Minuten

This module explores behavioral finance and how psychological biases influence investment decisions and market outcomes. Learners examine cognitive and emotional biases that affect investor behavior and analyze market anomalies observed in financial markets. The module also explores how behavioral patterns contribute to market trends such as momentum, bubbles, and value effects.

Das ist alles enthalten

9 Videos3 Aufgaben

9 VideosInsgesamt 78 Minuten

Introduction7 Minuten
Behavioral Bias Categories6 Minuten
Cognitive Errors10 Minuten
Cognitive Errors – Information-Processing Biases12 Minuten
Emotional Biases10 Minuten
Emotional Biases Identification and Portfolio Impact7 Minuten
Defining Market Anomalies8 Minuten
Momentum5 Minuten
Bubbles and Crashes12 Minuten

3 AufgabenInsgesamt 90 Minuten

Practice Quiz : — Data Requirements for No-Code AI30 Minuten
Practice Quiz : — Data Requirements for No-Code AI30 Minuten
Graded Quiz: The Behavioral Biases of Individuals30 Minuten

This module introduces risk management principles used in portfolio management and financial institutions. Learners examine the risk management process, governance frameworks, and risk tolerance concepts. The module also explores financial and non-financial risks and strategies used to manage, transfer, or mitigate risk exposures

Das ist alles enthalten

13 Videos4 Aufgaben

13 VideosInsgesamt 107 Minuten

Introduction7 Minuten
Risk Management Process12 Minuten
Risk Management Framework9 Minuten
Risk Governance - An Enterprise View7 Minuten
Risk Tolerance7 Minuten
Risk Budgeting9 Minuten
Financial Risk10 Minuten
Non-Financial Risk8 Minuten
Interactions Between Risks7 Minuten
Measuring and Modifying Risk- Drivers and Metrics6 Minuten
Risk Prevention and Avoidance5 Minuten
Risk Acceptance- Self-Insurance and Diversification9 Minuten
Risk Shifting11 Minuten

4 AufgabenInsgesamt 150 Minuten

Practice Quiz : — Risk Management Process30 Minuten
Practice Quiz : — Identification of Risk - Financial Vs. Non-Financial Risk30 Minuten
Practice Quiz : — Risk Modification- Prevention, Avoidance, and Acceptance30 Minuten
Graded Quiz: Introduction to Risk Management60 Minuten

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Häufig gestellte Fragen

A portfolio management course teaches how to construct, analyze, and manage investment portfolios. It is essential for careers in asset management, investment banking, and financial planning.

Yes, the course includes key concepts from CFA Level 1 portfolio management such as CAPM, efficient frontier, and portfolio performance evaluation.

The CAPM formula estimates expected return based on risk-free rate, beta, and market return. It helps investors evaluate whether an asset is fairly priced.

To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. You can try a Free Trial instead, or apply for Financial Aid. The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.