Portfolio Management Flashcards
Portfolio Management: Portfolio Perspective
![](https://s3.amazonaws.com/brainscape-prod/system/cm/418/491/876/a_image_thumb.png?1659426367)
Portfolio Management: Pension Plans
![](https://s3.amazonaws.com/brainscape-prod/system/cm/418/491/877/a_image_thumb.png?1659426367)
Portfolio Management: Endowments
![](https://s3.amazonaws.com/brainscape-prod/system/cm/418/491/882/a_image_thumb.png?1659426368)
Portfolio Management: Insurance Companies
![](https://s3.amazonaws.com/brainscape-prod/system/cm/418/491/884/a_image_thumb.png?1659426368)
Portfolio Management: Banks
![](https://s3.amazonaws.com/brainscape-prod/system/cm/418/491/886/a_image_thumb.png?1659426368)
Portfolio Management: Other Types of Investors
![](https://s3.amazonaws.com/brainscape-prod/system/cm/418/491/891/a_image_thumb.png?1659426368)
Portfolio Management: Process
- Planning
- Execution
- Feedback
Portfolio Management: Planning
![](https://s3.amazonaws.com/brainscape-prod/system/cm/418/491/894/a_image_thumb.png?1659426368)
Portfolio Management: Execution
![](https://s3.amazonaws.com/brainscape-prod/system/cm/418/491/896/a_image_thumb.png?1659426369)
Portfolio Management: Feedback
![](https://s3.amazonaws.com/brainscape-prod/system/cm/418/491/899/a_image_thumb.png?1659426369)
Portfolio Management: Pooled Investments
- Open-end mutual funds
- Closed-end mutual funds
- Exchange-Traded Funds (ETFs)
- Separately managed accounts (SMAs)
- Buyout funds
- Venture capital funds
- Hedge funds
Portfolio Management: Open-end mutual funds
![](https://s3.amazonaws.com/brainscape-prod/system/cm/418/491/902/a_image_thumb.png?1659426369)
Portfolio Management: Closed-end mutual funds
![](https://s3.amazonaws.com/brainscape-prod/system/cm/418/491/905/a_image_thumb.png?1659426369)
Portfolio Management: Types of Mutual Funds
![](https://s3.amazonaws.com/brainscape-prod/system/cm/418/491/907/a_image_thumb.png?1659426369)
Portfolio Management: ETFs
![](https://s3.amazonaws.com/brainscape-prod/system/cm/418/491/910/a_image_thumb.png?1659426370)
Portfolio Management: SMAs & Buyout Funds
![](https://s3.amazonaws.com/brainscape-prod/system/cm/418/491/914/a_image_thumb.png?1659426370)
Portfolio Management: Venture Capital/Hedge Funds
![](https://s3.amazonaws.com/brainscape-prod/system/cm/418/491/917/a_image_thumb.png?1659426370)
Portfolio Risk/Return: Return Measures - Formulas
![](https://s3.amazonaws.com/brainscape-prod/system/cm/418/491/919/a_image_thumb.png?1659426370)
Portfolio Risk/Return: Money-Weighted Return - Problem
![](https://s3.amazonaws.com/brainscape-prod/system/cm/418/491/920/q_image_thumb.png?1659478579)
![](https://s3.amazonaws.com/brainscape-prod/system/cm/418/491/920/a_image_thumb.png?1659426371)
Portfolio Risk/Return: Return Measures
![](https://s3.amazonaws.com/brainscape-prod/system/cm/418/491/924/a_image_thumb.png?1659426371)
Portfolio Risk/Return: Return Measures - Problem
![](https://s3.amazonaws.com/brainscape-prod/system/cm/418/491/927/q_image_thumb.png?1659478580)
![](https://s3.amazonaws.com/brainscape-prod/system/cm/418/491/927/a_image_thumb.png?1659426371)
Portfolio Risk/Return: Mean, Variance, Covariance, Correlation - Example
![](https://s3.amazonaws.com/brainscape-prod/system/cm/418/491/933/a_image_thumb.png?1659426371)
Portfolio Risk/Return: Major Asset Classes
![](https://s3.amazonaws.com/brainscape-prod/system/cm/418/491/936/a_image_thumb.png?1659426373)
Portfolio Risk/Return: Risk Aversion
![](https://s3.amazonaws.com/brainscape-prod/system/cm/418/491/938/a_image_thumb.png?1659426373)