Risk Targets
Understanding risk targets and their implications is crucial in portfolio management. Different mandates... Read More
Learning Module 1: Overview of Equity Portfolio Management
Los 1(a): Describe the roles of equities in the overall portfolio
Los 1(b): Describe how an equity manager’s investment universe can be segmented
Los 1(e): Describe rationales for equity investment across the passive–active spectrum
Learning Module 2: Overview of Fixed-Income Portfolio Management
Los 2(d): Describe and interpret a model for fixed-income returns
Learning Module 3: Asset Allocation to Alternative Investments
Los 3(a): Explain the roles that alternative investments play in multi-asset portfolios
Los 3(e): Discuss suitability considerations in allocating to alternative investments
Los 3(f): Discuss approaches to asset allocation to alternative investments
Los 3(g): Discuss the importance of liquidity planning in allocating to alternative investments
Los 3(h): Discuss considerations in monitoring alternative investment programs
Learning Module 4: An Overview of Private Wealth Management
Los 4(a): Contrast private client and institutional client investment concerns
Los 4(b): Discuss information needed in advising private clients
Los 4(c): Identify tax considerations affecting a private client's investments
Los 4(d): Identify and formulate client goals based on client information
Los 4(e): Evaluate a private client's risk tolerance
Los 4(f): Describe technical and soft skills needed in advising private clients
Los 4(g): Evaluate capital sufficiency in relation to client goals
Los 4(h): Discuss the principles of retirement planning
Los 4(i): Discuss the parts of an investment policy statement (IPS) for a private client
Los 4(j): Prepare the investment objectives section of an IPS for a private client
Los 4(k): Recommend and justify portfolio allocations and investments for a private client
Los 4(l): Evaluate and recommend improvements to an IPS for a private client
Los 4(m): Describe effective practices in portfolio reporting and review
Los 4(n): Evaluate the success of an investment program for a private client
Los 4(o): Discuss ethical and compliance considerations in advising private clients
Learning Module 5: Portfolio Management for Institutional Investors
Los 5(a): Discuss common characteristics of institutional investors as a group
Los 5(b): Discuss investment policy of institutional investors
Los 5(f): Evaluate the investment policy statement of an institutional investor
Los 5(i): Describe considerations affecting the balance sheet management of banks and insurers
Learning Module 6: Trading Costs and Electronic Markets
Los 6(a): Explain the components of execution costs, including explicit and implicit costs
Los 6(b): Calculate and interpret effective spreads and VWAP transaction cost estimates
Los 6(c): Describe the implementation shortfall approach to transaction cost measurement
Los 6(d): Describe factors driving the development of electronic trading systems
Los 6(e): Describe market fragmentation
Los 6(f): Distinguish among types of electronic traders
Los 6(g): Describe characteristics and uses of electronic trading systems
Los 6(h): Describes the comparative advantages of low-latency traders
Los 6(i): Describe the risks associated with electronic trading and how regulators mitigate them
Los 6(j): Describes abusive trading practices that real-time surveillance of markets may detect
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Daniel Glyn
2021-03-24
I have finished my FRM1 thanks to AnalystPrep. And now using AnalystPrep for my FRM2 preparation. Professor Forjan is brilliant. He gives such good explanations and analogies. And more than anything makes learning fun. A big thank you to Analystprep and Professor Forjan. 5 stars all the way!
michael walshe
2021-03-18
Professor James' videos are excellent for understanding the underlying theories behind financial engineering / financial analysis. The AnalystPrep videos were better than any of the others that I searched through on YouTube for providing a clear explanation of some concepts, such as Portfolio theory, CAPM, and Arbitrage Pricing theory. Watching these cleared up many of the unclarities I had in my head. Highly recommended.
Nyka Smith
2021-02-18
Every concept is very well explained by Nilay Arun. kudos to you man!
Badr Moubile
2021-02-13
Very helpfull!
Agustin Olcese
2021-01-27
Excellent explantions, very clear!
Jaak Jay
2021-01-14
Awesome content, kudos to Prof.James Frojan
sindhushree reddy
2021-01-07
Crisp and short ppt of Frm chapters and great explanation with examples.