Brainscape's Knowledge GenomeTM

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


See full index

Learn Portfolio Management

Study Portfolio Management using smart web & mobile flashcards created by top students, teachers, and professors. Prep for a quiz or learn for fun!
Brainscape Certified flashcards
(0)
Decks
Flashcards
Learners
User Generated flashcards
(30)
Decks
Flashcards
Learners
  • Lucy's CFA Level 3 Notes
    Lucy's CFA Level 3 Notes

    Lucy's CFA Level 3 Notes

    By: Lucy L
    Reading 5 The Behavioral Finance Perspective, Reading 6 The Behavioral Biases of Individuals, Reading 9 Taxes and Private Wealth Management in a Global Context ...
    31
    Decks
    1,217
    Flashcards
    110
    Learners
  • CFA Level 3
    CFA Level 3

    CFA Level 3

    By: Jarvis Alexander
    Capital Market Expectations, Behavioral Finance, Private Wealth Management ...
    17
    Decks
    607
    Flashcards
    252
    Learners
  • CFA Level 3
    CFA Level 3

    CFA Level 3

    By: Pier-Olivier Marquis
    Ethical and Professional Standards, Behavioral Finance, Private Wealth Management ...
    19
    Decks
    800
    Flashcards
    55
    Learners
  • CFA Level 3
    CFA Level 3

    CFA Level 3

    By: Denis Zh., CFA FRM
    Reading 5 The Behavioral Finance Perspective, Reading 6 The Behavioral Biases of Individuals, Reading 9 Taxes and Private Wealth Management in a Global Context ...
    30
    Decks
    1,178
    Flashcards
    47
    Learners
  • PfMP
    PfMP

    PfMP

    By: Hieu Nguyen
    Portfolio Strategic Management, Portfolio Governance Management, Portfolio Performance Management ...
    14
    Decks
    799
    Flashcards
    4
    Learners
  • CPWA
    CPWA

    CPWA

    By: Raymond Tinglin
    Tax Planning, Charitable Planning, Executive Compensation ...
    99
    Decks
    1,510
    Flashcards
    81
    Learners
  • CFA Level 3
    CFA Level 3

    CFA Level 3

    By: Michael Hendershot
    Book 2, Fixed Income, Ethics ...
    28
    Decks
    1,054
    Flashcards
    4
    Learners
  • PMT
    PMT

    PMT

    By: Mathieu Gouraud
    Portfolio Management: Overview, Ethics and Portfolio Management, The Institutional Investor ...
    13
    Decks
    251
    Flashcards
    5
    Learners
  • CFA Level 2
    CFA Level 2

    CFA Level 2

    By: Pier-Olivier Marquis
    Quantitative Methods, Economics, Ethics ...
    13
    Decks
    930
    Flashcards
    673
    Learners
  • CAIA
    CAIA

    CAIA

    By: Robert Grumbles
    CAIA - Equations, CAIA - Ethics - Standards I, II, and III, CAIA - Ethics - Standards IV, V and VI ...
    39
    Decks
    2,283
    Flashcards
    121
    Learners
  • CPWA
    CPWA

    CPWA

    By: katheryn jones
    Ethics, Behavioral Finance, Family Wealth Dynamics ...
    11
    Decks
    372
    Flashcards
    192
    Learners
  • Wiley Level 2
    Wiley Level 2

    Wiley Level 2

    By: Nick Polito
    Quant, Econ, FRA ...
    11
    Decks
    1,150
    Flashcards
    2
    Learners
  • Series 65 Exam
    Series 65 Exam

    Series 65 Exam

    By: Justin Bettinger
    Financial Profile Of A Client, Portfolio Management Styles/Techniques, Exam One ...
    13
    Decks
    324
    Flashcards
    164
    Learners
  • Management of Financial Institutions
    Management of Financial Institutions

    Management of Financial Institutions

    By: Sandie Huang
    Risk Management MFI, Insurance MFI, Corporate Banking ...
    7
    Decks
    844
    Flashcards
    4
    Learners
  • CFA Level II
    CFA Level II

    CFA Level II

    By: dale Phillips
    Ethics, Quantitative Methods, Financial Reporting & Analysis ...
    13
    Decks
    552
    Flashcards
    201
    Learners
  • CFA Level 3
    CFA Level 3

    CFA Level 3

    By: justin williams
    Reading 7: The Behavioral Finance Perspective, Reading 8: The Behavioural Biases of Individuals, Reading 9: Behavioural Finance & Investment Process ...
    32
    Decks
    518
    Flashcards
    6
    Learners
  • Canadian securities Course VO2
    Canadian securities Course VO2

    Canadian securities Course VO2

    By: Hau Vu
    Chapter 13, Chapter 14: Company Analysis, Chapter 15: Introduction to the Portfolio Approach ...
    14
    Decks
    735
    Flashcards
    69
    Learners
  • J10 - Discretionary Investment Management
    J10 - Discretionary Investment Management

    J10 - Discretionary Investment Management

    By: Michael Pinion
    Formulas, 1. Investment Advice Process, 2. Main Asset Classes - Cash, Bonds, Equities & Property ...
    15
    Decks
    789
    Flashcards
    60
    Learners
  • CFA level I
    CFA level I

    CFA level I

    By: Austėja K.
    Quant, Economics, Financial Statement Analysis ...
    12
    Decks
    1,907
    Flashcards
    1
    Learner
  • LPM
    LPM

    LPM

    By: Jaclyn Freed
    LPM Lesson 1 - Introducing Lean Portfolio Management, LPM Lesson 2 - Establishing Portfolio Strategy & Vision, LPM Lesson 3 - Realizing Portfolio Vision through Epics ...
    7
    Decks
    151
    Flashcards
    32
    Learners
  • Series 66
    Series 66

    Series 66

    By: Jeff Toone
    Ch 1 Laws, Regulations and Guidelines Overview, Ch 2 State Registration of Securities, Ch 2 State Registration of Securities Part II ...
    21
    Decks
    1,187
    Flashcards
    4
    Learners
  • Competencies
    Competencies

    Competencies

    By: Tommy Neil
    Fire Safety (Level 1 Portfolio), Construction Tech (Level 1 Portfolio), Health & Safety (Level 1 Portfolio) ...
    13
    Decks
    253
    Flashcards
    1
    Learner
  • ESG
    ESG

    ESG

    By: Pass Pass
    Intro ESG, The ESG Market, Environmental Factors ...
    10
    Decks
    734
    Flashcards
    17
    Learners
  • FIN206 INV MGMT
    FIN206 INV MGMT

    FIN206 INV MGMT

    By: Elli Izō
    T3 Asset Allocation, T4 Managing an Equity Portfolio, T5 Managing a Fixed Income Portfolio ...
    8
    Decks
    168
    Flashcards
    1
    Learner
  • CFA Exam Level 2
    CFA Exam Level 2

    CFA Exam Level 2

    By: Nick Polito
    Fixed Income, Ethics, Derivatives ...
    10
    Decks
    582
    Flashcards
    2
    Learners
  • CFA LEVEL 3 2019
    CFA LEVEL 3 2019

    CFA LEVEL 3 2019

    By: Gareth Rafique
    R35 Execution of Portfolio Decisions, R26 Intro to Equity Portfolio Management, R27 Passive Equity Investing ...
    26
    Decks
    815
    Flashcards
    13
    Learners
  • CPWA
    CPWA

    CPWA

    By: Gail Brown
    Planning For Closely Held Businesses, Portfolio Management, Retirement Management ...
    9
    Decks
    357
    Flashcards
    15
    Learners
  • CFA Level III
    CFA Level III

    CFA Level III

    By: dale Phillips
    Ethics, Behavioral Finance, Private Wealth Management ...
    13
    Decks
    489
    Flashcards
    23
    Learners
  • FM300 MT
    FM300 MT

    FM300 MT

    By: Jason Adjei
    The capital Asset pricing model, Empirical tests, Empirical evidence of the CAPM and multifactor models ...
    10
    Decks
    282
    Flashcards
    2
    Learners
  • CFA L1
    CFA L1

    CFA L1

    By: Nishtha Bajaj
    CFA L1, Fixed Income: Credit Risk & Analysis, Fixed Income Securitisation: ABS/MBS ...
    16
    Decks
    1,490
    Flashcards
    2
    Learners

Knowledge Genome

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