Investment Management

Chapters

1Foundations of Investment Management

2Securities Markets and Trading Mechanics

3Investment Vehicles and Pooled Products

Mutual funds and share classes Exchange-traded funds (ETFs)Closed-end funds Separately managed accounts Hedge funds overview Private equity and venture capital Real assets and REITs Structured notes and products Robo-advisors and model portfolios Fees, expenses, and selection criteria

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/Investment Vehicles and Pooled Products

Investment Vehicles and Pooled Products

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Wrappers, fees, and structures for implementing strategies efficiently and at scale.

Content

9 of 10

Robo-advisors and model portfolios

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