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Curated by: FinQuiz Pro (101 videos)
Get our FREE CFA Level 1 summaries: https://www.finquiz.com/cfa/level-1/summary/ Learning Module 3: Portfolio Management: An Overview 0:00 Portfolio Management: An Overview - CFA Level 1 Introduction 4:14 Portfolio Approach to Investing and Diversification 9:46 Risk Return Trade-Off and Efficient Frontier 12:38 Modern Portfolio Theory - Systematic vs Nonsystematic Risk 15:04 Portfolio Management Process Overview 15:44 Planning Step - Client Needs Risk Tolerance and Constraints 16:37 Investment Policy Statement IPS 17:27 Execution Step - Asset Allocation First 19:23 Top-Down vs Bottom-Up Investing 20:38 Security Analysis in Portfolio Context 21:42 Portfolio Construction and Diversification 23:32 Feedback Step - Monitoring and Rebalancing 25:04 Performance Evaluation vs Benchmarks and IPS 26:49 Investor Types - Individuals vs Institutions 27:29 Individual Investors and Defined Contribution Plans 30:19 Institutional Investors Overview 30:41 Defined Benefit Pension Plans 32:07 Endowments and Foundations 32:46 Banks and Insurance Companies 33:45 Sovereign Wealth Funds 34:59 Asset Management Industry Overview 36:39 Buy Side vs Sell Side 37:09 Types of Asset Managers 37:54 Active vs Passive Investing 39:38 Industry Trends - Passive Big Data and Robo Advisors 41:36 Mutual Funds and Pooled Investment Products 42:40 Net Asset Value NAV Explained 43:40 Open-End vs Closed-End Funds 45:18 Load vs No-Load Funds 46:24 Types of Mutual Funds 46:24 Money Market Funds 47:13 Bond Mutual Funds 47:57 Stock Mutual Funds 48:54 Hybrid Funds and Target-Date Funds 50:38 Other Investment Vehicles Overview 51:18 Separately Managed Accounts SMAs 52:42 Exchange-Traded Funds ETFs 55:20 Hedge Funds 56:56 Private Equity and Venture Capital 58:16 Choosing the Right Investment Vehicle 59:39 Portfolio Management Overview - Final Summary