Portfolio Management

Fixed Income Portfolio Management is a comprehensive survey of the key drivers and features of managing a portfolio of fixed income assets. This thorough and interactive course offers students like you, a detailed grounding in the full range of fixed income product categories and portfolio management techniques. You will leave this online class with a clear understanding of key products and investment management strategies used by portfolio managers, enhancing the opportunity for success in this increasingly complex area.

T his course is part 1 of the New York Institute of Finance’s Portfolio Management Professional Certificate program.
Free Preview! Access Module 1 for free. For full course access, upgrade to a verified certificate.

This course is designed to introduce you to the complex discipline of portfolio management. The course gives you an insight into the practice and theory of portfolio management. You'll be taught from the perspective of allocators who need to balance risk and return.

The course helps address the overwhelming importance of Modern Portfolio Theory, and delves into quantitative measurements of risk and return like the Sharpe ratio. This course also introduces students to the practical world of investment management. Significant course time is spent on understanding the risk/return tradeoffs that are sought by a Portfolio Manager’s client or superior.

We will also review Investment Policy Statements, understand the need for clear and concise communication and the balance of quantitative and qualitative factors when determining investment decisions.

Finally, Portfolio Management covers the spectrum of investment options all the way from ETFs to direct venture investments. This course will show you how all these various instruments are capital market tools that a PM can use to achieve a discipline and well thought out investment strategy.

This course is part 5 of the New York Institute of Finance’s Portfolio Management Professional Certificate program.

This course is designed to introduce you to the complex discipline of portfolio management. The course gives you an insight into the practice and theory of portfolio management. You'll be taught from the perspective of allocators who need to balance risk and return.

The course helps address the overwhelming importance of Modern Portfolio Theory, and delves into quantitative measurements of risk and return like the Sharpe ratio. This course also introduces students to the practical world of investment management. Significant course time is spent on understanding the risk/return tradeoffs that are sought by a Portfolio Manager’s client or superior.

We will also review Investment Policy Statements, understand the need for clear and concise communication and the balance of quantitative and qualitative factors when determining investment decisions.

Finally, Portfolio Management covers the spectrum of investment options all the way from ETFs to direct venture investments. This course will show you how all these various instruments are capital market tools that a PM can use to achieve a discipline and well thought out investment strategy.

This course is part 4 of the New York Institute of Finance’s Portfolio Management Professional Certificate program.

Ready to earn a professional certificate and stand out in your field?

If you’ve gained a clear, comprehensive understanding of the courses, your next step is to complete the Portfolio Management Professional Certificate Examination from the New York Institute of Finance.

The exam comprises 30 questions, timed at 60 Minutes. To qualify for the certificate, learners must receive a grade of at least 70% or better.

Prerequisite for this exam:

Earn a Verified Certificate in all parts of the Derivatives program from NYIF:

1. CO1: Fixed Income Portfolio Management
2. CO2: Equity Portfolio Management
3. CO3: Hedge Fund
4. CO4: Portfolio Management Theory and Practice (Part 1)
5. CO5: Portfolio Management Theory and Practice (Part 2)

This course has been created to give students like you an introduction to hedge funds, one of the premier alternative investments available to allocators around the world. This course will give you an insight from the perspective of the professional investor in the space.

In addition, you will come to understand how hedge funds function as an industry. Special attention will be given to the infrastructure and mechanics of the hedge fund space. You will learn about fee arrangements, liquidity constraints and the legal structures investors use to access hedge funds. An in-depth analysis of all hedge fund strategies, from equity long short to distressed will be discussed in this course. A case study of an institutional investment in a hedge fund will give you special insight into how sophisticated investors invest-and divest from an investment.

We'll wrap up this course with a module on current trends in the industry, from stagnant asset growth to the increasing proliferation of artificial intelligence technology and its impact on the industry and markets as a whole. Overall, this course will demystify hedge funds, making them more transparent to those who have not been previously exposed to the space.

This course is part 3 of the New York Institute of Finance’s Portfolio Management Professional Certificate program.