Brainscape's Knowledge GenomeTM

Browse over 1 million classes created by top students, professors, publishers, and experts.


See full index

Portfolio Management > Portfolio Management > Flashcards

Portfolio Management Flashcards

1
Q

Portfolio Management: Portfolio Perspective

A
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
2
Q

Portfolio Management: Pension Plans

A
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
3
Q

Portfolio Management: Endowments

A
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
4
Q

Portfolio Management: Insurance Companies

A
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
5
Q

Portfolio Management: Banks

A
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
6
Q

Portfolio Management: Other Types of Investors

A
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
7
Q

Portfolio Management: Process

A
  1. Planning
  2. Execution
  3. Feedback
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
8
Q

Portfolio Management: Planning

A
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
9
Q

Portfolio Management: Execution

A
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
10
Q

Portfolio Management: Feedback

A
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
11
Q

Portfolio Management: Pooled Investments

A
  1. Open-end mutual funds
  2. Closed-end mutual funds
  3. Exchange-Traded Funds (ETFs)
  4. Separately managed accounts (SMAs)
  5. Buyout funds
  6. Venture capital funds
  7. Hedge funds
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
12
Q

Portfolio Management: Open-end mutual funds

A
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
13
Q

Portfolio Management: Closed-end mutual funds

A
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
14
Q

Portfolio Management: Types of Mutual Funds

A
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
15
Q

Portfolio Management: ETFs

A
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
16
Q

Portfolio Management: SMAs & Buyout Funds

A
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
17
Q

Portfolio Management: Venture Capital/Hedge Funds

A
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
18
Q

Portfolio Risk/Return: Return Measures - Formulas

A
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
19
Q

Portfolio Risk/Return: Money-Weighted Return - Problem

A
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
20
Q

Portfolio Risk/Return: Return Measures

A
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
21
Q

Portfolio Risk/Return: Return Measures - Problem

A
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
22
Q

Portfolio Risk/Return: Mean, Variance, Covariance, Correlation - Example

A
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
23
Q

Portfolio Risk/Return: Major Asset Classes

A
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
24
Q

Portfolio Risk/Return: Risk Aversion

A
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
25
Q

Portfolio Risk/Return: Risk Aversion - Problem

A
26
Q

Portfolio Risk/Return: Portfolio Standard Deviation

A
27
Q

Portfolio Risk/Return: Portfolio Standard Deviation - Example

A
28
Q

Portfolio Risk/Return: Correlation and Risk Reduction - Graph

A
29
Q

Portfolio Risk/Return: Portfolio Risk - Problem

A

.

30
Q

Portfolio Risk/Return: Minimum Variance/Efficient Frontier Graph

A
31
Q

Portfolio Risk/Return: Efficient Frontier

A
32
Q

Portfolio Risk/Return: Efficient Portfolios - Problems

A
33
Q

Portfolio Risk/Return: Capital Allocation Line

A
34
Q

Portfolio Risk/Return: Combining Risk-free/Risky Assets

A
35
Q

Portfolio Risk/Return: Capital Allocation Line - Indifference Curves

A
36
Q

Portfolio Risk/Return: Capital Market Line

A
37
Q

Portfolio Risk/Return: Un/Systematic Risk

A
38
Q

Portfolio Risk/Return: Diversification/Reduction of Unsystematic Risk

A
39
Q

Portfolio Risk/Return: Returns Generating Models - Market Model

A
40
Q

Portfolio Risk/Return: Returns Generating Models - Multi-factor Model

A
41
Q

Portfolio Risk/Return: Returns Generating Models - Multi-factor Models : Risk Factors

A
42
Q

Portfolio Risk/Return: Returns Generating Models - Fama and French 3-factor Model

A
43
Q

Portfolio Risk/Return: Calculating Beta - Graph

A
44
Q

Portfolio Risk/Return: Calculating Beta - Formulas

A
45
Q

Portfolio Risk/Return: Capital Market Theory Assumptions

A
46
Q

Portfolio Risk/Return: Capital Asset Pricing Model - SML Equation

A
47
Q

Portfolio Risk/Return: CAPM

A
48
Q

Portfolio Risk/Return: SML Graph

A
49
Q

Portfolio Risk/Return: CAPM Expected Returns Example

A
50
Q

Portfolio Risk/Return: CAPM Applications - Graph

A
51
Q

Portfolio Risk/Return: CAPM Applications - Jensen’s Alpha & Treynor Measure

A
52
Q

Portfolio Risk/Return: Forecast Returns/ CAPM Example

A
53
Q

Portfolio Risk/Return: CML vs. the SML

A
54
Q

Portfolio Risk/Return: SML Pricing - Problem

A
55
Q

Portfolio Planning: IPS

A
56
Q

Portfolio Planning: Components of IPS

A
57
Q

Portfolio Planning: Investment Objectives

A
58
Q

Portfolio Planning: Risk Tolerance

A
59
Q

Portfolio Planning: investment Constraints

A
60
Q

Portfolio Planning: Strategic Asset Allocation

A
61
Q

Portfolio Planning: Strategic Asset Allocation - Example

A
62
Q

Portfolio Planning: Portfolio Construction

A

.

Portfolio Management (12 decks)

Brainscape helps you reach your goals faster, through stronger study habits.
© 2024 Bold Learning Solutions. Terms and Conditions