Investment Management

Chapters

1Foundations of Investment Management

Investment objectives and constraints Investment Policy Statement (IPS)Time value of money fundamentals Nominal vs real returns and inflation Risk tolerance and capacity Active vs passive approaches Asset classes and roles Market efficiency overview Taxes and investment decisions Ethics and fiduciary responsibilities

2Securities Markets and Trading Mechanics

3Investment Vehicles and Pooled Products

4Data, Tools, and Modeling for Investments

5Risk, Return, and Probability

6Fixed Income: Bonds and Interest Rates

7Equity Securities: Valuation and Analysis

8Derivatives: Options, Futures, and Swaps

9Portfolio Theory and Diversification

10Asset Pricing Models: CAPM and Multifactor

11Portfolio Construction, Rebalancing, and Optimization

12Performance Measurement, Risk Management, and Ethics

13Options

Courses/Investment Management/Foundations of Investment Management

Foundations of Investment Management

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Core concepts, objectives, and the investor decision-making framework that anchor all subsequent tools and techniques.

Content

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Ethics and fiduciary responsibilities

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