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Equity-Portfolio Management - Passive management strategies - Active management strategies - Derivatives in Equity-Portfolio Management Chapter 20

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Portfolio Management (FIN 403) Chapter 1. The Investment Settings

- Why invest?

- Key issues in investing - The financial environment - Investment strategies

- Ethics and job opportunities in Investments Chapter 2. Return and Risk Basics

- An example of return and risk - Types of returns

- Measures of historical rates of return - Defining risk

- Measuring risk

- Determinants of required rate of return Chapter 8. An Introduction to Portfolio Management

- Some background assumptions - Markowitz Portfolio Theory

Chapter 9. An Introduction to Asset Pricing Models - Capital Market Theory

- Capital Asset Pricing Model: Expected Return and Risk - Multifactor Models of Risk and Return

Chapter 19. Equity-Portfolio Management - Passive management strategies - Active management strategies

- Derivatives in Equity-Portfolio Management Chapter 20. Bond-Portfolio Management

- Passive management strategies - Active management strategies - Matched-funding techniques

- Derivatives securities in bond-portfolio management Chapter 21. Evaluation of Portfolio Management

- Composite measure of portfolio management - Benchmark portfolios

- Determining reasons for superior or inferior performance - Evaluating bond-portfolio performance

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