There are two critical questions an investor must address before they construct a portfolio

1. What is the portfolio’s objective?
2. What strategy is the most appropriate to meet this objective?

The portfolio’s objective is dependent upon the investor’s future cashflow requirements and their tolerance for risk. Whatever the objective, there are two basic strategies to choose from; investors who adopt these two strategies, however, are poles apart when it comes to their investing philosophy.

This tutorial starts by taking a detailed look at indexing, a strategy adopted by the passive management community. It then moves on to discuss the market timing mentality of active portfolio managers, concluding by examining an alternative approach to active management.

Objectives
The main topics covered are:

• Passive Portfolio Management
• Active Portfolio Management

Registration Information

This short online course can be purchased individually or as part of the following discount scheme(s).

• Investment Basics

Once purchased, you will have access to this course for 365 Days.

Cost:

40.00

UK£ EUR US$   excluding including VAT*

Related CPD Courses

• Hedge Funds
• Investment An Introduction

Our Courses

cpdwise.com - Empowering Accountants, Finance and Business Professionals with the most relevant e-Learning CPD / CPE finance online courses

This course and our other finance online courses can be relevant CPD for many professionals including members of:

ACCA - Association of Chartered Certified Accountants
Confirmation from ACCA that cpdwise.com courses may count as CPD

AICPA - American Institute of Certified Public Accountants

CIMA - Chartered Institute of Management Accountants

CIPFA - Chartered Institute of Public Finance and Accountancy

ICAB - The Institute of Chartered Accountants of Bermuda

CPA Ireland - Certified Public Accountants Ireland

ICAEW - Institute of Chartered Accountants of England and Wales
Confirmation from ICAEW that cpdwise.com courses may count as CPD

ICAI - Institute of Chartered Accountants of Ireland
Confirmation of what counts as CPD for ICAI members

ICAS - Institute of Chartered Accountants of Scotland

SII - Securities & Investment Institute