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Get our FREE CFA Level 1 summaries: https://www.finquiz.com/cfa/level-1/summary/ Portfolio Risk & Return – Part I | Module 1 — Portfolio Management 0:00 Introduction to Portfolio Management 1:31 Why Portfolio Management Matters in CFA Level 1, 2, and 3 2:32 What This Module Covers 3:19 Return, Risk, and the Portfolio Trade-Off 4:09 Portfolio Construction Basics 5:30 Diversification and Why It Reduces Risk 6:07 Expected Return vs Expected Risk 7:10 Investor Objectives and Constraints 8:48 Historical Return and Expected Return 10:03 Expected Return Formula Explained 11:50 Actual Return vs Expected Return 12:40 Risk, Volatility, and Risk Premium 15:18 Other Investment Characteristics 16:04 Normal Distribution and Mean-Variance Analysis 18:19 Skewness and Kurtosis 19:47 Value at Risk and Conditional Tail Expectation 20:32 Market Characteristics and Liquidity Risk 21:26 Brokerage Costs, Bid-Ask Spread, and Price Impact 23:31 Risk Preferences in Portfolio Choice 24:10 Risk-Averse, Risk-Seeking, and Risk-Neutral Investors 25:52 Utility Theory and Indifference Curves 28:00 Utility Theory Explained for Investors 31:31 Optimal Portfolio and Investor Satisfaction 34:39 Applying Utility Theory to Portfolio Selection 36:02 Capital Allocation Line CAL Explained 37:19 Portfolio Return and Risk with Two Risky Assets 38:26 Why Portfolio Risk Is Not a Simple Average 39:01 Correlation, Covariance, and Diversification 45:00 Portfolio Return and Risk with Many Risky Assets 46:17 Why Correlation Drives Diversification 51:40 The Power of Diversification 54:58 Diversifying Across Asset Classes and Countries 58:40 Efficient Frontier and Investment Opportunity Set 1:01:32 Global Minimum Variance Portfolio 1:04:20 Risk-Free Asset and the Capital Allocation Line 1:06:46 Optimal Investor Portfolio 1:08:33 Two-Fund Separation Theorem 1:10:05 Capital Allocation Line Exam Tips 1:12:18 Final Summary and Wrap-Up