Walk through the institutional investing process. Module 3 describes how institutional investors analyze asset classes, determine a portfolio’s asset allocation, and evaluate securities and funds. In addition, you’ll learn how institutional investors manage specific risks in their portfolios and the operational controls they employ. Finally, you’ll learn why investment professionals monitor their portfolios and how they measure and report on the portfolio’s performance.
Chapter 7: Portfolio Construction and Asset Selection
Chapter 8: Portfolio Management and Operations
Chapter 9: Monitoring and Evaluating Portfolio Performance
Description:
Walk through the institutional investing process. Module 3 describes how institutional investors analyze asset classes, determine a portfolio’s asset allocation, and evaluate securities and funds. In addition, you’ll learn how institutional investors manage specific risks in their portfolios and the operational controls they employ. Finally, you’ll learn why investment professionals monitor their portfolios and how they measure and report on the portfolio’s performance.