12: Portfolio Management and Reporting

Course Description

Understand the historical relationship between investment risk and return. Recognize risks which are diversifiable and those which are not. Review modern portfolio theory, the efficient markets hypothesis, and the insights of behavioral finance. Explore security selection techniques and risk-adjusted return measures. Prepare a sample investment report to understand how key statistics are calculated and used to evaluate the effectiveness of the investment program.

Lessons

1: Understanding Risk and Return

2: Review Modern Portfolio Theory and Behavioral Finance

3: Evaluate Security Selection Techniques

4: Risk-Adjusted Returns and Investment Reporting

NEW PRICING!

$995 for students, governments and non-profits


$1650 for corporate and for-profit entities


Group pricing for teams of 5 or more

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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

Marcia Clark, CFA

Chief Learning Officer and Course Designer, Fixed Income Academy

Bio

As the Chief Learning Officer and Course Designer, Marcia is responsible for ensuring that the development and delivery of FIA programs meets the highest quality of continuing education standards. She draws upon 30+ years of fixed income experience to work with designers and subject matter experts to create and deliver engaging training focused on the essential concepts, tools, and techniques institutional investors need to successfully navigate the ever-changing financial market landscape. Her unique experience asan educator and practitioner equips her to help students acquire knowledge that is both useful and relevant. In addition to her role at Fixed Income Academy, Ms. Clark is a full-time lecturer in the finance department of California State University, Fullerton, where she teaches courses in corporate finance and fixed income. Prior to her current positions at FIA and CSUF, Ms. Clark completed a 27-year career with the investment firm PIMCO and its parent company Allianz Global Investors. Over her long career, Ms. Clark held positions such as accounting supervisor, derivatives education specialist, and senior vice president and account manager. Her final role at Allianz Global Investors was global director of the AllianzGI Academy where she created and delivered professional development courses to client-facing staff in New York, Germany, Hong Kong, and Taiwan. Ms. Clark received the Chartered Financial Analyst designation from the CFA Institute in 1999, and in 2001 earned a Masters degree in business administration from the Anderson School of Management at UCLA.

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