Portfolio Management: An Overview (2024 Level I CFA® Exam - PM - Module 1)

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AnalystPrep

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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.

Пікірлер: 12
@phuonglinhnguyen9045
@phuonglinhnguyen9045 Жыл бұрын
this is so helpful !!! your videos make self-studying CFA so much easier, i cannot thank you enough for making this video available on youtube 😭🙏God bless you 😭
@analystprep
@analystprep Жыл бұрын
Glad it was helpful! If you like our video lessons, it would be appreciated if you could take 2 minutes of your time to leave us a review here: trustpilot.com/review/analystprep.com
@lukejwalker
@lukejwalker Ай бұрын
Thank you for the lectures Sir.
@analystprep
@analystprep 3 сағат бұрын
Most welcome! If you like our video lessons, it would be appreciated if you could leave us a review at www.trustpilot.com/review/analystprep.com
@mosaradwan
@mosaradwan Жыл бұрын
thank you for sharing the knowledge
@sid_fcb
@sid_fcb 3 ай бұрын
thank you very much sir 🙏
@analystprep
@analystprep 2 ай бұрын
Most welcome! If you like our video lessons, it would be appreciated if you could take 2 minutes of your time to leave us a Google review using this link: g.page/r/CQIlM78xSg01EB0/review
@travisbradfield1311
@travisbradfield1311 3 ай бұрын
Excellent video
@analystprep
@analystprep 2 ай бұрын
Thank you very much! If you like our video lessons, it would be appreciated if you could take 2 minutes of your time to leave us a Google review using this link: g.page/r/CQIlM78xSg01EB0/review
@user-hs7dd9uj2d
@user-hs7dd9uj2d 5 ай бұрын
your doing great, i love it. the is no reading regarding Introduction to risk management (portfolio management) CFA L1
@dr.dillmaster3194
@dr.dillmaster3194 Жыл бұрын
Dang it James Bond spoiled
@newsfun12
@newsfun12 2 жыл бұрын
Sir can you please share your notes and question bank 2022 after my job i will pay you Please 🥺 sir
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