- CFA Exams
- 2025 Level I
- Topic 9. Portfolio Management
- Learning Module 3. Portfolio Management: An Overview
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Learning Outcome Statements PDF Download
1. A Portfolio Perspective on Investing describe the portfolio approach to investing | |
2. Steps in the Portfolio Management Process describe the steps in the portfolio management process | |
3. Types of Investors describe types of investors and distinctive characteristics and needs of each describe defined contribution and defined benefit pension plans | |
4. The Asset Management Industry describe aspects of the asset management industry | |
5. Pooled Investments describe mutual funds and compare them with other pooled investment products |
I used your notes and passed ... highly recommended!
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