- CFA Exams
- 2025 Level I
- Topic 9. Portfolio Management
- Learning Module 1. Portfolio Risk and Return: Part I
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Learning Outcome Statements PDF Download
| 1. Historical Return and Risk describe characteristics of the major asset classes that investors consider in forming portfolios | |
| 2. Risk Aversion and Portfolio Selection explain risk aversion and its implications for portfolio selection | |
| 3. Application of Utility Theory to Portfolio Selection explain the selection of an optimal portfolio, given an investor's utility (or risk aversion) and the capital allocation line | |
| 4. Portfolio Risk, Return and Diversification calculate and interpret the mean, variance, and covariance (or correlation) of asset returns based on historical data calculate and interpret portfolio standard deviation describe the effect on a portfolio's risk of investing in assets that are less than perfectly correlated | |
| 5. Efficient Frontier describe and interpret the minimum-variance and efficient frontiers of risky assets and the global minimum-variance portfolio | |
| 6. Optimal Portfolio describe and interpret the minimum-variance and efficient frontiers of risky assets and the global minimum-variance portfolio |
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