Investment and Portfolio Analysis

Portfolio Theory - Part 4 (2019)

Overview

A portfolio's objective is dependent upon an investor's future cash flow requirements and their tolerance for risk. Whatever the objective, there are two basic strategies to choose from – passive or active.

This eCourse starts by taking a detailed look at indexing, a strategy adopted by the passive management community. We then move on to discuss the market timing mentality of active portfolio managers. We conclude by examining alternative approaches that are blurring the traditional distinctions.

Objective

On completion of this tutorial, you will be able to:

- Identify the types and features of passive portfolio management
- Recognize the techniques used in active portfolio management
- Identify the investment strategies that are blurring the lines between passive and active portfolio management approaches

Content Highlight

Portfolio Management - Passive & Active Strategies
Topic 1: Passive Investment Management
Topic 2: Active Portfolio Management
Topic 3: Variations on Active/Passive Management

Administrative Details

Code
TEBIP19001801
Venue
ePlatform
Relevant Subject
Type 9 - Asset management
Language
English
Hours
SFC:1.00, PWMA:1.00
Fees
All Member: HKD300
Non-Member: HKD450
Staff of Corporate Member: HKD300