Unit 3: Portfolio Analysis and Management
Portfolio Analysis
Portfolio Risk and Return Core Concept: Portfolio analysis involves evaluating the risk and retur...
Markowitz Portfolio Model
Risk and Return for 2 and 3 Asset Portfolios Core Concept: The Markowitz Portfolio Model, develop...
Concept of Efficient Frontier & Optimum Portfolio
Core Concept: The Efficient Frontier and the concept of an Optimum Portfolio are central to Mode...
Market Model
Concept of Beta, Systematic and Unsystematic Risk Core Concept: The Market Model is a simplified ...
Investor Risk and Return Preferences
Indifference Curves and the Efficient Frontier Core Concept: Understanding investor risk and retu...
Traditional Portfolio Management for Individuals
Objectives, Constraints, and Considerations Core Concept: Traditional portfolio management for in...
Asset Allocation
Asset Allocation Pyramid, Investor Life Cycle Approach Core Concept: Asset allocation is the proc...
Portfolio Management Services
Passive - Index Funds and Systematic Investment Plans (SIPs) Core Concept: Passive portfolio mana...
Portfolio Management Services
Active – Market Timing, Style Investing Core Concept: Active portfolio management is an investmen...