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

From IPS to asset allocation Strategic asset allocation Tactical asset allocation Optimization in Excel and Python Rebalancing rules and thresholds Tax-aware portfolio management Liquidity management and cash Derivatives overlays and completion Implementation shortfall control Manager selection and monitoring

12Performance Measurement, Risk Management, and Ethics

13Options

Courses/Investment Management/Portfolio Construction, Rebalancing, and Optimization

Portfolio Construction, Rebalancing, and Optimization

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Translating policy into implementable portfolios with disciplined processes and tools.

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Tax-aware portfolio management

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