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فيديو شرح Portfolio Management: An Overview (2024/2025 Level I CFA Exam – PM – Module 1) ضمن كورس شهادة CFA شرح قناة AnalystPrep، الفديو رقم 24 مجانى معتمد اونلاين
Prep Packages for the CFA Program offered by AnalystPrep (study notes, video lessons, question bank, mock exams, and much more):
Level I: https://analystprep.com/shop/cfa-level-1-learn-practice-package/
Level II: https://analystprep.com/shop/learn-practice-package-for-level-ii-of-the-cfa-exam-by-analystprep/
Levels I, II & III (Lifetime access): https://analystprep.com/shop/cfa-unlimited-package-for-level-1-2-3/
Prep Packages for the FRM Program:
FRM Part I & Part II (Lifetime access): https://analystprep.com/shop/unlimited-package-for-frm-part-i-part-ii/
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.