Course curriculum

    1. Segment 00:Reading - Welcome to the Course: Course Overview

    2. Segment 01: Introduction and Welcome

    3. Segment 02: Introduction to Portfolio Management

    4. Segment 03: Understanding Client-s Risk and Return Objectives-

    5. Segment 04: Reading - An Example of an Investment Policy Statement

    6. Segment 05: Drafting Investment Policy Statement (IPS)

    1. Segment 06: Strategic Asset Allocation (SAA)

    2. Segment 07: Reading - Strategic Asset Allocation Definition: A Practical Example

    3. Segment 08: Understanding Diversification with AI

    4. Segment 09 Security Selection with GenAI

    1. Segment 10: Portfolio Monitoring with A

    2. Segment 11: Rebalancing Strategies

    3. Segment 12: Risk Management and Ethical Considerations-

    4. Segment 13: Reading - What's the Best Approach for Portfolio Rebalancing?

    5. Segment 14: Congratulations and Continuous Learning Journey

    6. Segment 15: Quiz - GenAI for Portfolio Managers: Smarter Asset Allocation

About this course

  • Free
  • 16 lessons
  • 1 hour of video content

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