- CFA Exams
- 2023 Level I
- Topic 9. Portfolio Management
- Learning Module 61. 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. |
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Tamara Schultz
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