Describe portfolio management as a process
Formulate an appropriate investment policy for institutional and individual investors
Apply asset allocation when constructing a portfolio
Identify the reasons for probable adjustments to an individual’s investment portfolio
Describe the framework for evaluating portfolio performance
Define the different risk-adjusted measures of performance
Use benchmarking
Explain the contribution of market timing and security selection to the performance of an investment portfolio
Formulate an appropriate investment policy for institutional and individual investors
Apply asset allocation when constructing a portfolio
Identify the reasons for probable adjustments to an individual’s investment portfolio
Describe the framework for evaluating portfolio performance
Define the different risk-adjusted measures of performance
Use benchmarking
Explain the contribution of market timing and security selection to the performance of an investment portfolio
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