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Investment Management
Chapters

1Foundations of Investment Management

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

Performance attributionSharpe, Information, and SortinoDrawdowns and tail riskStress testing and scenariosVaR and expected shortfallRisk governance and limitsGIPS and performance reportingBehavioral biases in investingESG integration basicsRegulatory and fiduciary duty

13Options

Courses/Investment Management/Performance Measurement, Risk Management, and Ethics

Performance Measurement, Risk Management, and Ethics

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Evaluating results, controlling downside, and upholding professional standards.

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Behavioral biases in investing

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