12: Overview of Portfolio Measurement Tools

Course Description

Learn the basics and why to use the standard risk measurement and portfolio evaluation tools common in fixed income, balanced and equity portfolios.

Lessons

1: Importance of Using Portfolio Measurement Tools

2: Tools Commonly Used

3: Analyzing a Sample Report

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Course Requirements

Prerequisites

There are no prerequisites for this course.

Program Level

Basic

Field of Study

Finance

Credit Hours

1.5


Course Instructor

, CFP®, AIF®, CSCP®

Chief Operating Officer, Penniall & Associates, Inc.

Bio

Craig R. Watanabe joined Penniall & Associates in June 2008 where he is a portfolio manager and the Chief Operating Officer. Mr. Watanabe has a passion for the financial services industry and has successfully served in many roles since 1982 including financial planner, portfolio manager, bond trader, NASDAQ market maker, operations manager, branch manager, chief compliance officer and chief operating officer. Mr. Watanabe holds the Series 3, 4, 7, 24, 27, 53, 55, 63, 65 and 87 securities licenses, and is a life insurance agent, tax preparer, and notary public. He received his B.A. from UCLA in 1981 and CFP designation in 1985. Mr. Watanabe developed a tactical asset allocation approach based on three levels of analysis (portfolio, asset class, security) and is a fund adviser for five funds that utilize the "tri-level" analysis.

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