Lecture Investments: Principles of portfolio and equity analysis: Chapter 4 - CFA Institute
Lecture Investments: Principles of portfolio and equity analysis: Chapter 4 - CFA Institute
Chapter 4 - Portfolio management: An overview. This chapter provides an explanation of why a portfolio approach is important to all types of investors in achieving their financial goals. A comparison is made of the financial needs of different types of individual and institutional investors. An outline is provided for the steps in the portfolio management process. The chapter concludes with a discussion of the types of investment management products that are available to investors and how they