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Learning Outcome Statements PDF Download
|1. Major Return Measures|
calculate and interpret major return measures and describe their appropriate uses;
compare the money-weighted and time-weighted rates of return and evaluate the performance of portfolios based on these measures;
|2. Historical Return and Risk|
describe characteristics of the major asset classes that investors consider in forming portfolios;
|3. Variance and Covariance of Returns|
calculate and interpret the mean, variance, and covariance (or correlation) of asset returns based on historical data;
|4. Risk Aversion and Portfolio Selection|
explain risk aversion and its implications for portfolio selection;
|5. Portfolio Risk|
calculate and interpret portfolio standard deviation;
describe the effect on a portfolio's risk of investing in assets that are less than perfectly correlated;
|6. Efficient Frontier|
describe and interpret the minimum-variance and efficient frontiers of risky assets and the global minimum-variance portfolio;
|7. Optimal Portfolio|
discuss the selection of an optimal portfolio, given an investor's utility (or risk aversion) and the capital allocation line.
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