Portfolio Management: Learning Outcomes
Portfolio Management: Learning Outcomes
Portfolio Management: Learning Outcomes
LEARNING OUTCOMES
□ describe the effect on a portfolio’s risk of investing in assets that are less than
perfectly correlated
□ describe and interpret the minimum-variance and efficient frontiers of risky
assets and the global minimum-variance portfolio
□ identify financial and non-financial sources of risk and describe how they may
interact
□ describe methods for measuring and modifying risk exposures and factors to
consider in choosing among the methods
Technical Analysis
The candidate should be able to:
□ explain principles and assumptions of technical analysis
□ describe potential links between technical analysis and behavioral finance
□ compare principles of technical analysis and fundamental analysis
□ describe and interpret different types of technical analysis charts
□ explain uses of trend, support, and resistance lines
□ explain common chart patterns
□ explain common technical indicators
□ describe principles of intermarket analysis
□ explain technical analysis applications to portfolio management