Step into the role of an institutional investment manager by taking Portfolio Management Fundamentals. See if you have what it takes to work on the buy-side!

• Explore what a portfolio manager does
• Study the various strategies that investment managers employ
• Understand how performance is measured for portfolio managers

This course offers a guide to understanding portfolio management—what it is as a process and what portfolio managers do in their roles. By introducing concepts linearly and logically, this course will first help you establish your knowledge of the portfolio management process by focusing on the firm-side, answering questions like – what is a traditional versus non-traditional portfolio manager, what are their strategies, and what are their investment approaches? This knowledge will enable you to understand how portfolio managers differ from three key perspectives: stakeholders, risk tolerance, and investment goals. We then understand what portfolio managers do in their roles by examining how portfolios are constructed, discussing how client mandates are formed, and lastly, demonstrating how a portfolio manager’s performance is measured. After completing this course, you will have a better understanding of what one of the most sought-after roles on the buy-side entails and be in a much more well-informed position to gauge whether or not a career in portfolio management might be for you.