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Portfolio Management and Wealth Planning
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Class 1: Investment Background and Policy Statement
Discussion Board 1
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Essay 1
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Class 2: Investment Background and Policy Statement
Discussion Board 2
Class Presentation
Readings
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Essay 2
Class 2 recorded
Class 3: Efficient Capital Markets, Investor and Client Behavior
Class Presentation
Readings
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Formative 1
Class 3 recorded
Class 4: Functioning of Security Markets and Capital Asset Pricing Models Development
Class Presentation
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Class 4 recorded
Class 5: Equity and Bond Portfolio Management Strategies
Discussion Board 3
Class Presentation
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Essay 3
Class 5 recorded
Class 6: Asset Management Structure and Evaluation
Class Presentation
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Class 6 recorded
Class 7: Client Objectives for diversified portfolios and constraints
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Formative 2
Class 7 recorded
Class 8: Portfolio Management and Investment Selection Through Time: Taxes and Transaction Costs
Discussion Board 4
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Essay 4
Class 8 recorded
Class 9: Performance Measurement and Attribution and Financial Analysis
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Formative 3
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Class 10: Revision Session
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Summary
Course info
Portfolio Management and Wealth Planning
Teacher:
Hanadi Taher