Learning Outcomes
On successful completion of this subject, individuals should be able to:
- Analyse the processes involved in managing an investment portfolio
- Examine portfolio management theories and their application
- Analyse the process of asset allocation and portfolio construction
- Assess manager selection and portfolio management styles
- Analyse the characteristics and relative benefits of various asset classes, and their impact on portfolio management
- Analyse absolute and relative performance metrics
- Examine the impact of taxes and transaction costs on portfolio returns, trading and rebalancing decisions, and portfolio performance
Topics covered
- The investment management process
- Portfolio management theory revisited
- Asset allocation
- Managing an equity portfolio
- Managing a fixed interest portfolio
- Managing a property portfolio
- Managing an international asset portfolio
- Managing an alternative asset portfolio
- Performance measurement
- Tax and portfolio management
